Barron's Picks And Pans: Cisco, Gilead, Netflix, Wayfair And More

  • This weekend's Barron's cover story shows how the race for a COVID-19 vaccine could affect investors.
  • Other featured articles look at stocks involved in the race for 5G and some value stocks that are worth a look now.
  • Also, the prospects for an online retailer, a networking stock, video streaming picks and more.

"How the Race for a Covid-19 Vaccine Affects Investors" by Josh Nathan-Kazis asks which stocks could face steep drops if their coronavirus vaccines fall through. Gilead Sciences, Inc. GILD? Johnson & Johnson JNJ?

Nicholas Jasinski's "5G Is Here. Will Anyone Care?" shows why investors should temper their expectations about the next wave of wireless service. Will AT&T Inc. T or Verizon Communications Inc. VZ be likely to benefit first?

In "The U.S. and China's New Battle: 5G," Reshma Kapadia suggests that neither nation is willing to fall behind in shaping a new generation of communications. What's that mean for Apple Inc. AAPL, Intel Corporation INTC and more?

Shares of online furniture seller Wayfair Inc W have soared during the lockdown, but the stock soon could come under heavy pressure. So says "Wayfair's Stock Could Drop 25% as Economy Reopens" by Bill Alpert.

In Eric J. Savitz's "Earnings Lesson: Cisco Still Matters," see why Barron's believes that, despite a terrible earnings report, Cisco Systems, Inc. CSCO stock deserves to trade more like video-streaming superstar Zoom Video ZM.

See Also: Why A 'Prolonged Recession' Might Not Be Terrible For Investors

"Covid-19 Is Crimping Cable TV and Boosting Netflix " by Jack Hough makes the case that soaring demand for streaming might work out well for Netflix Inc NFLX and ViacomCBS Inc. VIAC.

Value stocks have been anything but values in recent years, according to Evie Liu's "Value Stocks Look Cheaper Than Ever." They may be worth a look now. Does that include Amazon.com, Inc. AMZN or Kroger Co KR?

In "No Covid Vaccine? These Three Companies Sell Other 'Mission Critical' Products," Al Root examines FLIR Systems, Inc. FLIR and others that specialize in products and services that will make offices safer for returning workers.

Also in this week's Barron's:

  • Why not all 5G is created equal
  • Why tensions with China have flared
  • How to avoid the coming trade wars
  • How COVID-19 is rewriting Economics 101
  • Dividend stocks that split the difference between yield and safety
  • Whether hedge funds are betting the stay-at-home play is over
  • Latin American e-commerce companies getting a coronavirus boost
  • A commodity that is outperforming most others
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