Barron's Picks And Pans: Harley-Davidson, Grupo Televisa, Transocean And More

  • This weekend's cover story in Barron's asks whether an iconic motorcycle maker faces the end of the road.
  • Other featured articles offer a peek at the prospects for a Mexican TV colossus and for an embattled deepwater driller.
  • The outlooks for a payment processor and an automotive services supplier are also examined.

Cover story "Harley-Davidson: An Uneasy Rider" by Bill Alpert points out that Milwaukee-based Harley-Davidson Inc HOG may be a well-run company with high-quality products and a powerful brand, but its customer base is aging and shrinking. See why Barron's believes sagging sales could send the iconic American motorcycle maker into a nasty spill.

In "Time to Tune In to Mexico's Televisa," Leslie P. Norton takes a look at why shares of Mexican media giant Grupo Televisa SAB TV currently look undervalued, after sitting out the strong rally in most U.S. cable and media stocks in the past year. Given the recent state of U.S.-Mexico relations, could the company's shares really rise 20 percent or more in the next year?

Jack Willoughby's "Sunken Transocean Stock Could Gush 35% Higher" makes the case that another uptick in oil prices could put the idled rigs of embattled deepwater driller Transocean LTD RIG back in the water. See why Barron's feels patient, value-oriented investors should feel safe to dip a toe back into the waters here as the company works toward a turnaround.

See also: Buffett's Bucket List Buys: The Oracle Making Unexpected Plays Late In The Game

This provider of payment-processing technology and services is exploring lucrative new businesses, according to "For Global Payments, Growth Is in the Cards" by Reshma Kapadia. Global Payments Inc GPN is expected to benefit from cost savings and pricing power, and as revenue and profits increase, its shares may have as much as 15 percent potential upside.

In Leslie P. Norton's "Axalta: A Stalled Stock That Should Rev Up," see how its solid position in the auto industry could help shares of Axalta Coating Systems Ltd AXTA rise 20 percent or more. With profits and cash flow up and debt pared, the stock of this high-quality franchise, formerly a part of industry giant DuPont, looks inexpensive now, says the article.

Also in this week's Barron's:

  • Why a contrarian economist is wary of the Trump rally
  • The Republican carbon-tax plan
  • The impending eight-year anniversary of the bull market
  • The winners from the battle between semiconductor giants
  • Hedge funds that play the nuances of energy
  • The favorite ETFs of hedge fund managers
  • A new app that helps prospective homeowners apply for a mortgage loan
  • Bracing for possible dividend cutbacks in the energy sector
  • Why the border adjustment tax plan should be ditched
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