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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: oldbeachlvr who wrote (85313)	7/13/2020 12:54:38 PM
From: Sam	1 Recommendation Recommended By Return to Sender Respond to of 95456

Whoops, it wasn't when I looked at earlier. My apologies. I'll just add that their picks and results were mostly down. And even the few of them that were up were up because of a really big winner or two, not because most of their picks were up.

To: oldbeachlvr who wrote (85313)

7/13/2020 9:07:33 PM

From: Sam

1 Recommendation

Recommended By
Sr K

Respond to of 95456

OBL--
They opened it up again, I'm not sure why. But just in case it is closed, here are the picks from January. Hopefully it will format properly.

The members of the Barron’s Roundtable meet every January with the editors of Barron’s to discuss their forecasts for the economy and financial markets, and their favorite investment ideas for the new year. Here is a look at how the panelists’ January 2020 Roundtable recommendations performed from Jan. 3, 2020, through June 29. The S&P 500 posted a total return of -4.7% in the same span. Members of the Roundtable buy and sell securities and change their investment opinions as market conditions change.

Be sure to read the 2020 Midyear Roundtable.

And don’t miss the 2019 Midyear Roundtable report card.

Todd Ahlsten's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Verizon Communications / VZ	$60.40	$54.69	-9.5%	-7.4%
Comcast / CMCSA	45.01	38.94	-13.5	-12.5
CME Group / CME	204.55	162.01	-20.8	-20.0
Deere / DE	175.55	153.71	-12.4	-11.6
FedEx / FDX	153.18	134.55	-12.2	-11.3

James Anderson's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Meituan Dianping / 3690.Hong Kong	HK$104.20	HK$171.70	64.8%	64.8%
Alibaba Group Holding / BABA	$217.00	$215.02	-0.9	-0.9
ASML Holding / ASML	297.95	364.81	22.4	22.9
Spotify Technology / SPOT	152.50	265.14	73.9	73.9
Kering / KER.France	€ 600.90	€ 481.25	-19.9	-18.6
Tesla / TSLA	$443.01	$1,009.35	127.8	127.8

Total Return in USD: 3690.Hong Kong=65.3%; KER.France=-18.0%

Rupal J. Bhansali's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

LONG
Subaru / FUJHY	$12.35	$10.37	-16.1%	-15.0%
Baidu / BIDU	133.80	121.29	-9.3	-9.3
China Mobile / CHL	41.74	33.48	-19.8	-17.4
GlaxoSmithKline / GSK	46.48	40.75	-12.3	-10.1
SHORT
SoftBank Group / SFTBY	$21.68	$25.24	16.4%	16.7%
Apple / AAPL	297.43	361.78	21.6	22.2
Netflix / NFLX	325.90	447.24	37.2	37.2
Global Payments / GPN	184.40	166.57	-9.7	-9.5

Scott Black's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Science Applications International / SAIC	$88.21	$77.31	-12.4%	-11.5%
Royal Caribbean Cruises / RCL	133.49	50.30	-62.3	-61.7
EnerSys / ENS	75.17	64.36	-14.4	-13.9
M/I Homes / MHO	40.01	33.66	-15.9	-15.9
Hercules Capital / HTGC	14.07	10.24	-27.2	-22.1

Abby Joseph Cohen's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Santen Pharamceutical / 4536.Japan*	¥2,086	¥2,037	-2.3%	-1.7%
BioMarin Pharmaceutical / BMRN	$84.00	$122.18	45.5	45.5
L3Harris Technologies / LHX	210.47	174.80	-16.9	-16.2
Procter & Gamble / PG	122.58	117.66	-4.0	-2.8
Chevron / CVX	121.01	87.67	-27.6	-25.7
Terex / TEX	29.37	18.75	-36.2	-35.8

*12/30/19 price; Total Return in USD: 4536.Japan=-0.5%

Sonal Desai's Picks

Investment / Ticker Price 1/3/20Price 6/29/20Price ChangeTotal Return

SPDR Gold Trust / GLD	$145.86	$166.63	14.2%	14.2%
Long Japanese Yen v. U.S. Dollar*	$1=JPY108.09	$1=JPY107.58	-0.5	-0.5
iShares MSCI United Kingdom / EWU*	$33.84	$25.76	-23.9	-22.7
Payden Emerging Markets Bond / PYEWX	13.79	12.88	-6.6	-4.4
Franklin California Tax-Free Income / FTFQX	7.70	7.66	-0.5	0.7
Franklin Income / FKIQX	2.34	2.05	-12.4	-10.3
Invesco China Technology / CQQQ*	54.65	63.09	15.4	15.4

*Position closed midyear

Henry Ellenbogen's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

XP / XP	$38.22	$43.52	13.9%	13.9%
Redfin / RDFN	21.61	39.36	82.1	82.1
Bright Horizons Family Solutions / BFAM	155.40	115.54	-25.6	-25.6
ServiceMaster Global Holdings / SERV	38.42	35.90	-6.6	-6.6

Mario Gabelli's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Liberty Braves Group / BATRA	$29.70	$19.18	-35.4%	-35.4%
Madison Square Garden / MSG*	299.16	222.42	-25.7	-25.7
Aerojet Rocketdyne Holdings / AJRD	48.79	40.78	-16.4	-16.4
Fox / FOX	36.10	26.79	-25.8	-25.2
ViacomCBS / VIACA	45.35	25.57	-43.6	-42.6
Avangrid / AGR	50.94	42.28	-17.0	-15.3
NextEra Energy Partners/ NEP	52.22	50.62	-3.1	-1.0
Davide Campari-Milano / CPR.Italy**	€ 8.18	€ 7.53	-7.9	-7.3
Swedish Match / SWMA.Sweden	SEK505.80	SEK652.80	29.1	31.5

Total Return in USD: CPR.Italy =-6.7%; SWMA.Sweden=32.6%; *On 4/17/20, MSG spun off MSG Entertainment (MSGE) on a 1-for-1 basis and changed its name to Madison Square Garden Sports (MSGS); On 6/29/20 MSGS and MSGE traded for $147.32 and $75.10 respectively for a reconstituted value of $222.42; **In late June, the controlling family offered 8 euros per share and shareholders had the right to withdraw shares at a redemption price of 8.376 euros. In total 3.3% of shares outstanding were repurchased.

William Priest's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Bausch Health / BHC	$29.42	$18.19	-38.2%	-38.2%
Takeda Phamaceutical / TAK	19.80	18.11	-8.5	-6.4
Walt Disney / DIS	146.50	111.52	-23.9	-23.9
Centene / CNC	61.16	62.59	2.3	2.3
Woodward / WWD	119.61	78.33	-34.5	-34.2

Meryl Witmer's Picks

Company / TickerPrice 1/3/20Price 6/29/20Price ChangeTotal Return

Bed Bath & Beyond / BBBY	$16.08	$10.82	-32.7%	-31.7%
LafargeHolcim / LHN.Switzerland	CHF53.56	CHF41.28	-22.9	-19.2
Lanxess / LXS.Germany	€ 59.62	€ 47.57	-20.2	-20.2

Total Return in USD: LHN.Switzerland=-17.7%; LXS.Germany=-19.6%; Total Return includes dividends received but not reinvested

Sources: FactSet; Bloomberg; Gamco Investors

Return to the 2019 Midyear Roundtable

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