Herewith, a tour of some of the major articles in this weekend’s Barron’s print edition (subscription required to read Barron’s print articles):
With bonds fully priced, Andrew Bary argues it’s time to move into utilities and telecom stocks as two examples of high-yielding equities, while paring fixed-income holdings. The yield on U.S. 10-year Treasury notes actually slipped today to 3.44%. But some of Andrew’s notable utilities rose, including Kinder Morgan Energy Partners (KMP), up .7%, and his favored telecoms also rose, including Verizon Communications (VZ) and AT&T (T), both up about 2%.
Dimitra Defotis writesthat Dow Chemical (DOW) could benefit from $12 billion in potential asset sales, which may provide cash to pay down debt and put more of a focus on the faster growing specialty chemicals business, which is expected to receive a boost from Dow’s purchase of Rohm & Haas. Dow shares are up 82 cents, or 3%, this afternoon, at $28.31.
America Movil’s (AMX) American Depository Receipts may be the best way to invest in cell phone growth in emerging markets, writes Chris Williams. He notes Bill Gates’s charitable trust increased its stake in the shares “sharply” last quarter, to 1.5 million shares. AMX stock is up 15 cents, or .3%, today at $48.47.
Sprint Nextel (S) is “hitting its stride” writes Mike Santoli, and could appreciate 50% from a recent $3.70. For more on that, see Eric Savitz’s post over on Tech Trader Daily.
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