Barron's - USA (2021-03-01)

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CONTENTS 03.01.21 VOL.CI NO.

Index P. 8

Review & Preview P. 10

Mailbag P. 35

Inside Scoop P. M

Charting the Market P. M

Winners & Losers P. M

Research Reports P. M

Market View P. M

Cover photograph by

Sarah Anne Ward; Prop

Styling by Paola Andrea

AStealthGreenEnergyPlay

Source: FactSet

The $500 billion utility sector has badly trailed the overall stock market in the past year.

Whythereisnowabrightopportunityinthesestocks.

• 
  

0

April 2020 2021

2019

60%

20

40

UtilitiesSelectSectorSPDRETF(XLU) S&P 500

P. 20

Utility Stocks Are No Fossils

Counterintuitive as it may seem, beaten-down utilities offer one of the best ways to plug

into the shift toward renewables—while pocketing hefty yields. Here are a dozen stocks

and funds to consider.By ANDREW BARY

P. 5

Up&DownWallStreet:

Bonds Worth Buying

The spike in Treasury yields

moderated by week’s end, but

it was still enough to justify a

realignment by investors.

By RANDALL W. FORSYTH

P. 9

Twitter’s Wings Could

Get Clipped

Follow-Up:Twitter’s stock has

soared since our bullish cover

story last June. Now fully priced,

the upside could be limited.

By BILL ALPERT

P. 13

Citigroup Has a Shot

at Redemption

Jane Fraser has a chance to prove

Citigroup skeptics wrong when

she takes the reins of the fourth-

largest U.S. bank on Monday.

By CARLETON ENGLISH

P. 15

Ross Stores Stock

Is Buried Treasure

The off-price retailer has had a

tough time during the pandemic.

But it should soon begin to see the

benefits of a reopening economy.

By TERESA RIVAS

P. 16

Value Stocks Are

Ready to Break Out

Q&A:John Rogers, CEO of Ariel

Investments, says the economic

environment is ripe for a return

to value investing.

By RESHMA KAPADIA

P. 26

Our 26th Annual Best

Online Brokers Survey

Interactive Brokers eked out a

narrow win over Fidelity in an

extraordinary year that saw a

surge in individual investing.

By MATT MILLER

P. 30

AFundThatResists

Being Pigeonholed

Profile:New Alternatives was an

outlier when it started investing in

alternative energy nearly 40 years

ago. Its fresh approach has paid off.

By LEWIS BRAHAM

P. 34

Remembering the Man

Who Made the Bull

Sculptor Dionisio Cimarelli

reminisces about the hopes and

dreams of the man who created

Wall Street’s iconicCharging Bull.

By PHIL ROOSEVELT

P. 7

Streetwise:Good

News Spooks Stocks

By JACK HOUGH

P. 19

Income:Payouts Could

Rise 5% This Year

By LAURENCE C. STRAUSS

P. 31

Funds:ARK ETFs

Fall Victim to Their

Own Success

By EVIE LIU

P. 32

Tech Trader:Where to

Hide as FOMO Gets

Flipped Around

By ERIC J. SAVITZ

P. 33

Economy:Too Much

Stimulus Isn’t a Risk

By MATTHEW C. KLEIN

P. M

Trader:Rising Interest

Rates Roil the Market

By BEN LEVISOHN

P. M

Euro Trader:Retailer

Asos Is Back in Style

By RUPERT STEINER

P. M

Emerging Markets:

What Could Boost

Brazil’s Fortunes

By CRAIG MELLOW

P. M

Striking Price:Two

Options Strategies to

Play Walmart Stock

By STEVEN M. SEARS

P. M

Commodities:Higher

Oil Prices Could Spur

Production Hikes

By MYRA P. SAEFONG

Barron’s Roundtable

on Fox Business

Watch our weekly TV show

Fridays at 10 p.m. or 11:30 p.m.

ET; Saturdays at 10 a.m. or 11:

a.m.; or Sundays at 7 a.m., 10 a.m.,

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

an interview with Bob Bakish,

CEO of ViacomCBS. Plus, get

insights on investing in utilities

and what to expect after a rough

week for the markets.