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
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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.