Barron\'s - 21.10.2019

October21, 20 19

CONTENTS 10 .21. 19 VOL.XCIXNO.

Index P.

Review&Preview P.

MarketView P.

Mailbag P.

ChartingtheMarket P.M

Winners&Losers P.M

13DFilings P.M

ResearchReports P.M

©2019 Dow Jones & Company,

Inc. All RightsReserved.

Our newspapersare 100% sourced

from sustainable certified mills.

BARRON’S (USPS 044-700) (ISSN

1077-8039)Publishedevery

Monday. Editorial andPublication

Headquarters: 1211Avenue of

the Americas, NewYork, N.Y.

10036.Periodicals postage paid at

Chicopee, MA and other mailing

offices.Postmaster:Send

address changesto Barron’s, 200

BurnettRd., Chicopee, MA 01020

AppleTV+

$4.99$4.

$5.99$5.

$6.

$8.

$9.

$10.

$11.

$12.

$14.

CBS All

Access

(w/ads)

CBS All

Access

(no ads)

ESPN+ Disney+ Showtime

Anytime

Hulu Netflix

(w/ads)

Starz Hulu

(no ads)

HBO

Now

Source: MorganStanley

ThePricingFront

The monthlyretail priceforanumber ofTV services.

P. 18

BettingontheSt reamingWars

CoverStory: Comcast andViacom are among thestocks likely to benefit from theshift

toward video ondemand. Roku and Netflix look risky—while Apple and Alphabet can

thrive with or without TV. A guide for picking winners and losers.By JACK HOUGH

P. 11

More Turbulence

Ahead forBoeing

Follow-Up: The maker of the 737

MAX faces threekey tests over the

next fewweeks that could break

the stock out ofits holding pattern.

By AL ROOT

P. 14

ConocoP hillipsHas

ThePowerto Pros per

Theoil exploration-and-production

company looksappealing after a

selloff, thanks toits solid business

and shareholder-friendly policies.

By ANDREW BARY

P. 15

National VisionBulls

Needto WatchOut

The outlook for the opticalchain is

growing dimmer as growthslows.

Some caution that thestock could

drop by more than a third.

By BILL ALPERT

P. 17

Re-evaluating Your

MedicareOptions

The phase-out of a popular

Medicare insurancesupplement

changes the calculus for those

weighing which plan tochoose.

By GAIL MARKSJARVIS

P. 24

OneofHisFavorites:

BankofAmerica

Profile: Stricter regulations for

banks have made their preferred

stocks ev en moreattracti ve, sa ys

Pimco’s Philippe Bodereau.

By LEWIS BRAHAM

P. 30

It’s TimetoT ilt

TowardRiskierSectors

Q&A: Fidelity strategist Denise

Chisholm, known for herskill in

readingmarketsignals,seesa

chancetograbdouble-digitreturns.

By LESLIEP. NORTON

P.

Up &Do wnWallStreet:

Gold CouldGa inas

theDo llar Weakens

By RANDALLW. FORSYTH

P.

Streetwise:Howto

TalkBrexitLik ea Pro

By JACK HOUGH

P. 23

Tech Trader:Busine ss

SpendingTurns Bleak

By TAE KIM

P. 26

Funds:Drawbacks of

Broker-BrandedETFs

By LEWIS BRAHAM

P. 27

Economy:TheFed

GetsBack to Basics

By MATTHEWC. KLEIN

P. 28

Factors:High-Yie ld

Stoc ks CouldCool

By EVIE LIU

P. 32

Income:AGoldilocks

Backdrop forPayouts

By LAWRENCEC. STRAUSS

P. 34

OtherVoices:Energy’s

NewWorldOrder

ByADAM LEVINSON, SRIRAMVASUDEVAN,

ANDPARAG KHANNA

P.M

TheTrader:Good

News Failsto Resonate

By BEN LEVISOHN

P.M

Euro Trader:GVCIs

PlayingItsCardsRight

By CALLUM KEOWN

P.M

EmergingMarkets:

Turkey’s Troubles

By CRAIG MELLOW

P.M

Stri kingPrice:Amazon

CouldDeliv erBig

By STEVEN M. SEARS

P.M

Commodities:ASide

Effect ofCleaner Fuel

By MYRA P. SAEFONG

Geta JumponYour

NextInvestmentIdeas

Watchour ne wweeklyTVs how,

Barron’sRoundtable, on Fox

Business Fridays at 10 p.m. ET;

Saturdays at 1a.m., 6a.m., or 10

a.m.; and Sundays at 6a.m., 9:

a.m., or9p.m. This week: Noam

Bardin, CEO of Google’s Waze,on

making money on mapapps and

whycarpooling will makethe

worldabetter place.Plus, mutual

fund managerBill Nygren on

ignoring the noise to findvalu ein

the market, and actionable ideas

investors need for theweek ahead.