Some stocks mentioned here are reported with recommendations in this week's Barron's.
Include, refiners, IBM, MSFT, QCOM, disk drive and memory stocks.
For a buy, I'm still interested in BK (Bank of New York Mellon) at its price below stated book value, and there's a favorable article on it:
"BNY Mellon's cheap shares make sense for patient investors, Barron's says: BNY Mellon's (BK) stock has sharply lagged the stock market, falling 1% over the last 12 months, as it has been unfairly lumped with other banking names - but its no traditional bank. Shares are trading at a price-to-book of 0.9x and only 9.5x forward earnings, a sharp discount to the stock's historical valuation. Barron's says, its current price, not far above a 52-week low, is a good entry point for patient investors. BNY Mellon also sports an impressive 12% long-term growth rate." |
