Cover Story
"Bulls Dominate Our Fall Big Money Poll" –Jack Willoughby.
This week's cover story in Barron's says that America's money managers have growth more bullish since the summer swoon. That is the finding of the latest Barron's Big Money Poll. Participants see the market rising another 7 percent by next summer, with rebounding financials and energy leading the way.
See why the poll's respondents think bonds look risky, and why they favor Jeb Bush and Marco Rubio. Also, see why they think the Federal Reserve should hike interest rates soon.
Related Link: 35 Stock Ideas Oppenheimer Analysts Love Right Now
Feature Stories
In "Michael Dell Strikes Again," Andrew Bary suggested that, unlike the leveraged buyout of Dell in 2013, the proposed buyout of EMC Corporation seems fair. See how investors who buy in now and hang on until the deal closes could make up to 11 percent.
"Fifth Third Is Banking's Best Turnaround Story" by Avi Salzman pointed out that this Cincinnati bank is clearing regulatory and tech hurdles. Trimming its branch network and shifting its focus to commercial banking could help lift Fifth Third Bancorp shares by 25 percent.
Alexander Eule's "The Best Play in Wireless Is Real Estate" made a case that wireless tower companies trade at a discount to real estate investment trusts (REITs), offering up to 20 percent upside. See why wireless data growth is good for American Tower Corp (NYSE: AMT) and others.
The value of Tribune Media Co's attractive assets is not reflected in its shares, said "Tribune Media at a 50 percent Discount" by David Englander. Trading recently at $38, the stock could be worth as much as $85 per share on a sum-of-the-parts basis.
In Lawrence C. Strauss's "More Than Munis' Coupons," Pimco veteran Joe Deane is profiled. Deane told Barron's why he focuses on the reality of what is backing up municipal bonds. And on the Municipal Bond fund, he teams up with David Hammer.
The CEO spotlight is turned on Omar Ishrak of Medtronic PLC in Reshma Kapadia's "Medtronic CEO Plots a Health-Care Revolution." Ishrak positioned the medical-device maker to be a leader in value-based health care and wins praise from former boss Jeffrey Immelt.