Barron's - USA (2020-10-26)

CONTENTS 10.26.20 VOL.C NO.

Index P. 4

Review & Preview P. 12

Mailbag P. 35

Inside Scoop P. M

Charting the Market P. M

Winners & Losers P. M

Research Reports P. M

Market View P. M

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HowthesharesofrivalsCoca-ColaandPepsiCohavefaredoverthepastdecade.

Coke’s stock has fallen behind but now looks ready to rally.

The Cola Wars

Coca-Cola PepsiCo

P. 20

Why Coke Stock Could Pop

Cover Story:The soda maker’s sales fizzled as sports arenas and other big venues shut

down due to the pandemic. But the strength of its brand and a fresh business strategy

suggest a rebound is near. In the meantime, enjoy a 3%-plus yield.By ANDREW BARY

P. 14

ForGrowthStocks,

Expand Your Horizons

These nine emerging market

companies are earlier in their

growth trajectories than their U.S.

peers—and are typically cheaper.

By RESHMA KAPADIA

P. 16

Weighing the Tax Plans

of Trump and Biden

Lower-income households have

the most to gain under Joe Biden’s

tax plan, which places a heavier

burden on the top 1% of earners.

By KAREN HUBE

P. 17

Which Party Would

Be Better for Growth?

Here’s how the economy is likely

to fare under different election

outcomes—and why a Blue Wave

could be the best scenario of all.

By KAREN HUBE

P. 19

A Healthy Prognosis

for Medical REITs

Real estate investment trusts that

specialize in health-care facilities

are on solid footing with room to

grow. We name three worthy bets.

By DAREN FONDA

P. 26

TheRewardMustBe

Worth the Risk

Profile:When selecting stocks

for T. Rowe Price Mid-Cap Value,

David Wallack pays special heed

to a company’s vulnerabilities.

By DEBBIE CARLSON

P. 30

Three Technologies

Ready for Prime Time

Q&A:ARK Investments founder

Cathie Wood turns her expert eye

to innovation in health care, home

workspaces, and electric vehicles.

By EVIE LIU

P. 7

Up&DownWall

Street:Parsing the

Meaning of Higher

Treasury Yields

By RANDALL W. FORSYTH

P. 11

Streetwise:Retailers

Face a Holiday Chill

By JACK HOUGH

P. 28

Funds:Seeking Safety

in Chinese Bonds

By RESHMA KAPADIA

P. 29

Tech Trader:Big Tech

Can Survive Scrutiny

By ERIC J. SAVITZ

P. 33

Income:Lots to Like

About Utilities

By LAWRENCE C. STRAUSS

P. 34

Other Voices:Money Is

Needed for Masks, Too

By JOSEPH BUCCINA

AND DAN HANFLING

P. M

Trader:The Market

Signals Optimism

About the Economy

By BEN LEVISOHN

P. M

Euro Trader:Investors

Hunger for HelloFresh

By RUPERT STEINER

P. M

Emerging Markets:

What Thailand’s

Travails Teach Us

By CRAIG MELLOW

P. M

Striking Price:The

ReopeningTrade

By STEVEN M. SEARS

P. M

Commodities:Diesel

Points to Slow Growth

By MYRA P. SAEFONG

Barron’s Roundtable

on Fox Business

Watch our TV show Friday at

10 p.m. or 11:30 p.m. ET;

Saturday at 10 a.m. or 11:30 a.m.;

or Sunday at 7 a.m., 10 a.m., or

11:30 a.m. This week, see an

interview with Scott Galloway,

professor at NYU Stern School of

Business, on tech regulation and

the Justice Department’s antitrust

suit against Alphabet.

Photograph by

Sarah Anne Ward

Food Styling by

Ed Gabriels for

Halley Resources

VOL. C NO. 43 OCTOBER 26, 2020 $5.

9 PROMISING STOCKS FROM EMERGING MARKETS • PAGE 14

63142 >

Coca-Colaisparing

oldbrandsandaddingnewones.Nowit’s

poisedforgrowthas

economiesaroundtheworldreopen.

PAGE 20

Shaking

It Up