Barron's weekend summary: positive on BX, NCLH, BLL
* Cover story: Four exchange traded fund experts-Joel Dickson of Vanguard Group, Mark Wiedman of BLK, Jim Ross of STT and Tony Rochte of Fidelity-discuss the ETF industry and topics such as the active-versus-passive debate.
* Features: 1) Positive on BX: The alternative-asset manager has been making far more money than rivals, and its shares could see a 40% rise based on more fund raising and an increase in distributable earnings; 2) Positive on NCLH: Shares may have trailed those of other cruise line companies during the past year, but stronger booking trends and higher-paying passengers could send them up by 20%; 3) Positive on BLL: Shares of the world's largest beverage-can maker have dropped amid concerns about its Rexam acquisition, presenting an opportunity for investors to buy in on the cheap;
* Tech Trader: Asking whether SNAP is more like FB or TWTR is the wrong question-the recently listed company's identity crisis is more reminiscent of onetime highflyer GPRO, a camera company that sought to be a media company, much like Snap wants to be.
* Trader: "A sense of unease hangs over the market, especially after the price of oil fell 9.1% last week, sinking to its lowest level since November. And the market is certainly overdue for a selloff"; "Right now, confidence is surging in the market, but it has yet to translate into tangible gains"; Cautious on GILD: Biotech stocks are on the rise again, but investors are bypassing Gilead because it has yet to produce a blockbuster follow-up for its hepatitis-C treatments.
* Profile: Arvind Navaratnam of the Fidelity Event Driven Opportunities fund looks for corporate actions that will help him identify mispriced stocks (top 10 holdings: EXTN, MSG, FOX, BCO, ECPG, ADS, DEPO, TIME, FMCC, FNMA).
* Small Caps: Positive on MPW: Shares of the REIT have taken a hit over concerns about operational and liquidity problems at ADPT, but the selloff appears overdone, and shares are now cheap.
* Follow-Up: ANET is among smaller firms gaining ground on CSCO, and with a higher share price and greater operating momentum, investors should stick with it; Positive on VC: Shares could add another 20% as revenue and profits rise, and the company could be an acquisition target.
* European Trader: Positive on Peugeot: French automaker's acquisition of Opel and Vauxhall from GM "is a relatively small deal financially, but strategically smart," as it will make Peugeot Europe's second-biggest car maker.
* Asian Trader: "To sustain its gains, Hong Kong will need more capital flows from the mainland, because foreigners have not bought into China's recovery story yet. Actively managed funds are still selling."
* Emerging Markets: Positive on Fomento Economico Mexicano: Mexican conglomerate has seen a rally recently, but shares still look undervalued given the diversity of the company's revenue streams.
* Commodities: Analysts say sugar prices are likely to remain volatile in the months ahead, as uncertainties over weather conditions and production spark volatility.
* CEO Spotlight: Profile of Airbus chief executive Thomas Enders, who wants to build on the company's presence in the Asia-Pacific region, North America, and Europe.
* Streetwise: As the bull market enters its ninth year, investors should keep an eye on crude-and other commodity prices and be prepared for potential surprises.