Barron's Picks And Pans: Goodyear, Johnson & Johnson And More

  • This weekend's Barron's looks at the prospects for a leading tire manufacturer.
  • The prospects for a healthcare giant and a dialysis pioneer are also examined.
  • Other featured articles offer picks from a London hedge fund conference and a look at the Dow Jones Industrial Average as it approaches 20,000.

"Gaining Traction: Goodyear Could Rise 25%" by Jack Hough explains how Ohio-based tire maker Goodyear Tire & Rubber Co GT benefits from cost cuts and growing demand for lucrative 17-inch tires. It has also benefited from a Trump bump. See why Barron's believes that as cash flow surges, investors can expect bigger payouts and more buybacks from Goodyear.

In "J&J Deserves Some Healthy Respect," Reshma Kapadia makes the case that shares of healthcare giant Johnson & Johnson JNJ could rally about 20 percent as operating improvements spur earnings growth. The company sports a diverse business mix and has a rock-sold balance sheet. And then there is a dividend yield near 3 percent to boot.

Jonathan Buck's "London Hedge Fund Conference Serves Up 6 Attractive Stocks" suggests that shares of Charter Communications, Inc. CHTR could double or triple, and it also features an Italian defense firm that could rise 80 percent. A couple of auto suppliers also were among the picks from investment professionals at the fifth annual Sohn London Investment Conference.

This dialysis pioneer faces regulatory hurdles, according to "A Healthy Glow Will Return to DaVita Shares" by Robin Goldwyn Blumenthal. But its shares are cheap and Davita Inc DVA is spinning out cash. CEO Kent Thiry sees new growth opportunities, both in the United States and abroad, and says that the company is "blessed" by its "unusually positive" free cash flow.

In Andrew Bary's cover story "Get Ready for Dow 20,000," see why the Dow Jones Industrial Average, which is 13 percent higher so far this year and outpacing both the S&P 500 and the Nasdaq, could continue to outperform in the year ahead. The Trump rally could push it above 20,000 any day now, and find out which stocks Barron's thinks could join the venerable index next.

Also in this week's Barron's:

  • The latest Barron's Penta
  • How long the Trump rally will last
  • Cisco Systems, Inc. CSCO has a secret weapon
  • A winning health care fund
  • Whether multifactor exchange traded funds will catch on
  • How to buy and sell stocks in Shenzhen
  • A top dividend fund's newest favorites
  • The Barron's Top Women Advisors Summit
  • Whether the Federal Reserve needs to revise up its fed funds rate projections
  • A look at J.D. Vance's "Hillbillly Elegy"
  • Biogen Inc BIIB on sale after good news
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Posted In: Barron'sMediaBarron'sBiogenCharter CommunicationsCiscoCisco SystemsDavitaGoodyearJohnson & Johnson
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