Barron's - USA (2021-02-15)

(Antfer) #1

CONTENTS 02.15.21 VOL.CI NO.


Index P. 4

Review & Preview P. 10

Mailbag P. 35

13D Filings P. M

Charting the Market P. M

Winners & Losers P. M

Research Reports P. M

Market View P. M

©2021 Dow Jones & Company, Inc. All Rights Reserved.

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BARRON’S (USPS 044-700) (ISSN 1077-8039) Published every
Monday. Editorial and Publication Headquarters: 1211 Avenue of
the Americas, New York, N.Y. 10036. Periodicals postage paid at
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How Sustainable Companies Stack Up Against the S&P 500


Source: Calvert Research & Management

Barron’sTop100,Market-CapWeighted S&P 500






0


2018 2019 2020


1%


36%


25.3%


18.4%


31.5%


-4.4%


40%


20


10


30


P. 20


Leaders in Sustainability


The 100 companies in our fourth annual ranking scored the highest in terms of taking


care of all their stakeholders—investors, employees, customers, communities, and the


environment. Better yet, they continue to beat the market.By LESLIE P. NORTON


P. 13


Vaccine Upstarts Have


a Shot at Greatness


The pandemic is giving small


biotechs an entry point into a staid


industry—and giving investors a


chance to bet on disruption.


By JOSH NATHAN-KAZIS


P. 15


HologicIsMoreThan


a Covid-Testing Bet


Soaring demand for Hologic’s


diagnostic equipment is laying


the groundwork for more growth,


even as the pandemic wanes.


By EVIE LIU


P. 17


TimetoTakeaCrack


at Corning Shares


The maker of high-tech glass and


other products is growing quickly,


but investors have yet to recognize


the full opportunity for the stock.


By ERIC J. SAVITZ


P. 19


The Long and Bumpy


Road to Electric Cars


Barron’sCentennial:The quest


to create a viable electric vehicle


has spanned more than 100 years.


Tesla finally nailed it.


By KENNETH G. PRINGLE


P. 27


Navigating the Market’s


Twists and Turns


Profile:Janet Rilling, co-manager


of the Wells Fargo Core Plus Bond


fund, has an impressive record for


outperforming in choppy markets.


By SARAH MAX


P. 32


Where Mark Mobius Is


Placing His Bets Now


Q&A:This veteran investor thinks


emerging markets are ready for a


post-Covid rally—andhe explains


why globalization is here to stay.


By RESHMA KAPADIA


P. 7


Up&DownWall


Street:Market Frenzy


Isn’t Quite Like 1999


By RANDALL W. FORSYTH


P. 9


Streetwise:Partaking


in U.S. Pot Stocks


By JACK HOUGH


P. 29


Funds:ETFs Latch On


to the SPAC Craze


By EVIE LIU


P. 30


Tech Trader:Tiny


Stocks, Huge Potential


By ERIC J. SAVITZ


P. 31


Economy:Higher


Wages Won’t Hurt


By MATTHEW C. KLEIN


P. 34


Other Voices:Spurring


Change by Improving


ESG Transparency


By RONALD COHEN


P. 35


Income:Recalibrating


for Rising Bond Yields


By LAWRENCE C. STRAUSS


P. M


Trader:As Stocks Rise,


Uneasiness Grows


By BEN LEVISOHN


P. M


Euro Trader:Royal


Dutch Looks Cheap


By SIMON CONSTABLE


P. M


Emerging Markets:


Low Risks as Rates Rise


By CRAIG MELLOW


P. M


Striking Price:Playing


Palantir’s Volatility


By STEVEN M. SEARS


P. M


Commodities:Fuel


Prices Start to Recover


By MYRA P. SAEFONG


Barron’s Roundtable


on Fox Business


Watch our weekly TV show


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


ET; or Sunday at 8:30 a.m., 10 a.m.,


or 11:30 a.m. This week, interviews


with John Streur, CEO of Calvert—


which provided the data for our


Most Sustainable Companies list—


and Chipotle CEO Brian Niccol.

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