TheChek News Flow

Cover story: The second installment of Barrons 2015 Roundtable includes picks from Felix Zulauf (TLT, U.S. Dollar Index Future, Buy USD/SGD, GDX, RTH), Abby Joseph Cohen (CRI, FDX, DGX, QYI, Siemens, PANW), Brian Rogers (BA, GE, HES, L, MAT, VMC), and Scott Black (VIAB, MSCC, CUBI, ARCC). 

Tech Trader: Cautious on TWTR: Micro-bloggers core problem may be that users tweets dont ultimately hold much value for advertisers; the poor performance of the stock has prompted rumors of a takeover, possibly by GOOG. 

Trader: AMTDs chief strategist, J.J. Kinahan, says investors might hesitate and do some profit-taking ahead of the Federal Open Market Committee this week; Cautious on LH: Shares are up 20% since November following deal for Covance, but execution risk should be a concern for investors, and while not overpriced, shares are near historical highs; Cautious on URBN: Though its Anthropologie and Free People brands are thriving, retailer's namesake Urban Outfitters stores continue to struggle, though there is evidence efforts to stabilize them are working.

Features: 1) Positive on AMP: Following firms spin-off from AXP, chief James Cracchiolo has improved profitability by focusing on growing fee-based wealth and asset management businesses and placing less emphasis on life insurance and annuities, ashares could rise 15% if investors valued it like a money manager; 2) Positive on DAL, DFS, F, JPM, LRCX, MU: Though overall earnings growth in the market could slow down this year, these six companies could buck the trend; 3) Positive on ORCL: Tech giant is in the middle of a tough transition to the cloud, presenting risks but also opportunities to thrive, and shares could rise 20% or more if it succeeds. 

Small Caps: Positive on REMY: As a wholly independent operation, company is poised to take advantage of its market-leading positions in engine starters and alternators, while its spinoff from Fidelity National Financing has boosted the stocks liquidity; Profile: Richard Mashaal and Brian Gonick of Canadian hedge fund Senvest Partners only buy stocks they think can double in two or three years (picks: ANW, Fiat Chrysler, Bank of Cyprus, DMRC; pan: MCD). 

Follow Up: Positive on PEP: Companys resistance to splitting up under pressure from Trian Fund Management seems to have been well-founded, but investors are pleased with the election of Trian advisor William Johnson to the board; Cautious on LFL: Q4 results should show a return to profitability, but while earnings look poised to improve, turbulence ahead means other airline stocks are a better play. 

European Trader: Despite Germanys worry about quantitative easing, some of the countrys exports stand to gain (Positive on BMW, Daimler, Continental, Linde). 

Asian Trader: Beijings energy policies, created to help the country move away from coal, should start to give solar companies a boost, especially if oil prices remain low (Positive on China Singyes Solar, JKS; Cautious on JASO, TSL). 

Emerging Markets: Cautious on Gazprom, Petrobras: Oil companies are poorly run and mired in debt, but they are unlikely to default, creating an opportunity for fixed-income investors willing to ignore their governance issues.