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Barron's Picks And Pans: Boeing, Comcast, Conoco, Emerson And More

Nelson Hem
  • This weekend's Barron's cover story suggests how to play the streaming TV revolution.
  • Other featured articles discuss the effect of lower enterprise tech spending and offer dividend stock picks for a low-rate world.
  • Also, the prospects for an oil giant, an optical retailer, a beleaguered aerospace leader, and more.

"How to Play the Stocks in the Streaming TV Revolution" by Jack Hough makes a case for Comcast Corporation (NASDAQ: CMCSA) to come out ahead of Netflix Inc (NASDAQ: NFLX) and Walt Disney Co (NYSE: DIS) as the landscape changes.

Andrew Bary's "ConocoPhillips Stock Looks Cheap After a Selloff" suggests ConocoPhillips (NYSE: COP) shares look cheap now but that may change as investors discern its good prospects and shareholder-friendly blueprint for the future.

In "National Vision Stock Is a Buy, Says Wall Street. Some Shorts Say Look Again.," Bill Alpert offers a look at why bearish investors are taking aim at National Vision Holdings Inc (NASDAQ: EYE), the fastest-growing U.S. optical chain for a decade.

Goldman Sachs says corporate spending plans for tech products have "deteriorated markedly," according to "Enterprise Tech Is Becoming a Tough Sell" by Tae Kim. See whether Cisco Systems, Inc. (NASDAQ: CSCO) and IBM (NYSE: IBM) are among the stocks most at risk.

In Lawrence C. Strauss's "5 Dividend Stocks for a Low-Rate World," find out what makes Johnson & Johnson (NYSE: JNJ), Nucor Corporation (NYSE: NUE) and others solid investment considerations for a low-rate world.

See Also: Vanity Fair Author: Suspiciously Profitable China Trades May Not Be 'On The Level'

"There Is Opportunity In Emerson Shares, Says Activist" by Al Root shows how Emerson Electric Co. (NYSE: EME) stock could rise 50% if cost cutting, better governance and a plan to split the business in two is adopted.

In "Health-Care Stocks Are on the Mend," Ben Levisohn points out that after a dismal performance this year, the recovery in health care stocks like Medtronic PLC (NYSE: MDT) and Teva Pharmaceutical Industries Ltd (NYSE: TEVA) may just be getting started.

Boeing Co (NYSE: BA) shares will rally on evidence that the troubled 737 Max is being cleared for use again. So says Al Root's "Boeing's Recovery Just Got a Lot More Complicated." But first, there is more bad news to digest.

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