Barron’s Weekend Summary: The bond market has been a barren field for income, but there are solid choices for investors who know where to look
* Cover Story: The bond market has been a barren field for income, as fixed-income yields remain stuck at historic lows, but there strong choices for investors who know where to look; Barron’s looks at top picks from 12 sectors, including energy pipelines (AMLP, SMM, EPD), US dividend stocks (VYM, INUTX, NOBL), overseas dividend stocks (IEFA, IEMG, GSK), electric utilities (XLU, D, ED), real estate investment trusts (VNO, SPG, VNQ), telecommunications (VZ, DTEGY, KT), convertibles (CWB, LUV 1.25% bonds due 2025), junk bonds (HYG, ANGL), tax-exempt municipals (VWITX, EALTX, BTT), taxable municipals (BAB, NBB, MGVAX), preferred stock (PFF, JPC, QRTEP), and Treasuries (TLT, TIP, SHV).
* Tech Trader: +/- INTC: The chipmaker’s decline, highlighted by activist investor Daniel Loeb’s recent letter calling for change, can be traced to its decision 15 years ago to not make processors for AAPL’s iPhone, a move that benefited TSM and Samsung, giving them increased scale and practice at making advanced, energy-efficient chips—though Intel remains a heavyweight with considerable underlying value.
* Trader: There’s no guarantee the post-pandemic world will feature sustained inflation above two percent, or that central bankers will respond sooner than expected with higher interest rates, but it’s a large enough tail risk—with significant enough implications—that it can’t be ignored; The SEC’s decision at the end of the year to allow ICE’s New York Stock Exchange to alter its rules to allow companies to raise money through direct listings may be a better way go public than with increasingly popular special purpose acquisition companies.
* Interview: Liz Ann Sonders, chief investment strategist at SCHW, who produces outlook and commentary not for professional investors focused on price targets and short-term “alpha generators,” but for individual investors, talks about the current environment and what lies ahead in 2021.
* Profile: Brooks Taylor and Kevin Schmitz, co-managers of the MFS Mid Cap Value fund—which has returned more than 10 percent a year on average, better than 79 percent of its mid-cap-value peers—focuses on high-quality companies that offer the best balance of risk and reward relative to their sector peers on a three- to five-year time horizon (top 10 holdings: SWK, EMN, ETN, ZBRA, PCG, LHX, AJG, ZBH, PEG, TOL).
* Features: 1) Positive on BAC, KO, CVS, BATRK, MSGS, SYY, DIS: With a growing number of investors and strategists betting that 2021 will finally be the year when value stocks outperform growth, Barron’s looks at seven stocks that might not at first glance appear cheap, but that meet some definition of value and could outperform in years to come; 2) Barron’s kicks off its centennial year with a story about how the railroads were the internet of their day, connecting people and commerce and sparking change, while also facing backlash from regulators; 3) Positive on JWN: Department stores, “the dinosaurs of retail,” faced extinction even before the pandemic, but just as some dinosaurs shrank to survive, Nordstrom, helped by reduced competition, investments in e-commerce, and other efforts, looks like a survivor and even a long-term winner.
* European Trader: Positive on Rexel: The French electrical distributor has built a loyal group of customers by driving down prices from suppliers and imparting expert advice, and shares could rise further as it benefits from a shift toward sustainability, automation, and energy efficiency.
* Emerging Markets: China’s regulatory attacks on billionaire Jack Ma’s companies, BABA and Ant Group, is probably the start of a broader effort to rein in the country’s e-commerce and fintech industries, home to many of the biggest and hottest emerging market stocks, and Tencent and Meituan could be next.
* Commodities: “A drop in corn production will result in reduced supplies of the grain, propelling prices higher over the next few months, experts say—US corn inventory at the end of the 2020-21 growing season will be 1.3 billion bushels, far lower than the 1.7-billion-bushel level expected by the US Department of Agriculture.”
* Streetwise: GS says that 70 percent of people in developed markets will be vaccinated by fall, and that US corporate profits this year will hit new records, and though the starting point for stock valuations seems high, it predicts 15 percent more upside this year for the S&P 500 index.








