Barrons summary: Positive on FLR, Cautious on cloud computing, BBG, HE
Cover story: Discusses Honda's new light jet that is roomier, faster, and quieter than its competition in the 6 passenger market. Hondajet will be the most expensive in its class at $4.5M but early indications are customers are pleased and willing to pay.
Features: Positive on ACN fundamentals and its propensity to stock pile cash and buyback shares. Positive on OAK share price valuation given its decline and the future prospects for the firm. Cautious on HE as customers move towards solar.
Tech Trader: Cautious on cloud computing given the high costs of operating and maintaining servers. Compared to other technology companies, cloud companies must spend aggressively and suffer from a lower free cash flow yield. Concedes it is definitely the wave of the future but the dynamics will take time.
Trader: Positive on FLR's diverse business model that allows for costs to be passed on to customers though it may suffer from the oil price decline. Cautious on BBG as it is exposed to the energy price decline but ultimately shares could rise if the decline soon stabilizes.
European Trader: Cautious on SNY and NOK as institutional shareholders do not comprise a large enough share in the companies to promote stronger shareholder activism that could lead to meaningful change that is needed.
Asian Trader: Positive on China industrial infrastructure giants that may start to benefit from President Xi initiatives to build out the country's infrastructure (1186.HK 390.HK 1800.HK)Emerging Markets: Positive on Brazil banks Itau Unibanco and Banco Bradesco following the re-election of Rousseff. Sees private banks better positioned as state owned banks retreat.
Commodities: Positive on Tin prices as they may have hit a bottom recently given the prospects for growing demand and less supply. Streetwise: Comments on the stronger USD and how that may result in currency loses despite any potential rise in in foreign stock markets
Follow up: Cautious on agriculture dependent firms AGCO DE POT SYT given the struggling sector. Cautious on HSP's ability to maintain earnings growth pace