Barron’s latest picks and pans: American Express, GE, GlaxoSmithKline, Intel and more

  • This weekend Barron’s offers investors an overlooked way to play the coming infrastructure wave.

  • Other featured articles discuss how to find rising dividends, why some electric car startups are in trouble, and whether the shine of big tech stocks is after profit.

  • Also check out the prospects for a UK pharmaceutical company, a travel recovery game, a recovering semiconductor leader, an industrial conglomerate and more.

Infrastructure is on the way. Here’s a cheap way to play itby Nicholas Jasinski explains how Atlas Technical Consultants Inc (NYSE:ATCX) is well positioned to capitalize on the highly anticipated infrastructure investment bill as it provides engineering and design services, building and public works inspection and certification, and other construction-related services.

In “Buy Glaxo shares. An activist wants to accelerate his turnaroundJosh Nathan-Kazis discusses why the much-anticipated turnaround for the British drugmaker GlaxoSmithKline plc (NYSE: GSK) could be coming soon, with a nudge from activist hedge fund Elliott Management. Could the stock loop regain its all-time high above $75 a share?

Lawrence C Strauss’This algorithm finds stocks ripe for higher dividendssuggests that while U.S. dividends have returned to normal levels, they could be up to 30% higher by the end of 2022. Barron’s believes Goldman Sachs Group Inc (NYSE: GS), Morgan Stanley (NYSE: MS) and more could lead the way.

With the Delta variant of the coronavirus shaking things up, the healthcare sector is gaining momentum, more than any other sector in the past three months. So says “Ride the Healthcare Rallyby Ben Levisohn. Find out why Barron’s is considering Pfizer Inc. (NYSE: PFE) to be a prime example.

In Al Roots”EV Balance Control“Find out why investors have serious doubts about some EV startups and stocks like Lordstown Motors Corp (NASDAQ: RIDE) and Nikola Corporation (NASDAQ: NKLA) may not recover soon.

Intel’s New CEO Promises to Go Faster Will It Help Stock?by Jack Hough points out that, under new leadership, Intel Corporation (NASDAQ: INTC) is working to recapture its past glory in the semiconductor industry. However, according to Barron’s, bulls and bears are divided on the chances of success. Can it regain its technological edge by 2025, as the new CEO suggests?

Also see: Could these 5 stocks be worth 0 billion decades from now? Twitter users think so.

Apple inc (NASDAQ: AAPL), Microsoft Corporation (NASDAQ: MSFT) and the rest of the world’s five largest tech companies have spent the pandemic making blobs of money, according to Eric J. Savitz’s “Big tech earnings sparkled – now the shine may fade. However, e-commerce is slowing and the furious shopping spree for home offices and virtual education is likely to come to an end.

In “The travel theme has legs. AmEx Stock is a way to play it,” Steven M. Sears advocates using options on American Express Company (NYSE: AXP) as a way to bet on the recovery of travel despite the risks of a COVID-19 resurgence. See how much Barron’s believes its stock could rise if Americans hit the road.

Al Roots”GE Has Dramatic Profits Powered by Free Cash Flowclaims that, ever since Larry Culp arrived at… General Electric Company (NYSE: GE) To turn the industrial conglomerate around, investors have been concerned about the company’s meager cash flow. Now, that’s no problem, the article says, and bearish analysts are gone.

Also in this week’s Barron’s:

  • Why the labor shortage is worse than it looks

  • How the battle for closed-end funds can help and harm investors

  • How restaurants have responded to changing tastes over the past century

  • Whether the market is firmer than the technical sell-off suggests?

  • How stocks enter the most dangerous part of the year

  • Why there are many jobs and yet unemployment

  • How a ruptured healthcare economy is holding back workers

  • What does it take for the gold price to rise?

  • Why vaccine mandates can be good news for vaccine makers

  • How To Align Early Retirement Goals With ESG Ideals

At the time of writing, the author did not hold any position in the listed stocks.

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