Public Dashboard: Barron's Top 40: 2nd Half 2023
Barron's 10 Midyear Roundtable panelists see value in a variety of healthcare, industrial, media, and other stocks that the market has overlooked.
04/27/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
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KBWB | 0.00 | |||||||||||
ONEX-TO | 0.00 | |||||||||||
TGNA | 0.00 | |||||||||||
TOST | 0.00 | |||||||||||
Averages | $2,698.64 | 5.9% | 18.3 | 1.3% | 65% | 69 | 67.2 | 8.1% | ||||
Adobe Systems | ADBE | 0.19 | $477.56 | $92.76 | 3.4% | 17.8% | 32.0 | 0.0% | 97% | 53 | 91 | 13.1% |
Ameren | AEE | 1.17 | $73.66 | $86.18 | 3.2% | 3.0% | 18.0 | 3.0% | 64% | 79 | 84 | 7.9% |
Arista Networks | ANET | 0.60 | $264.70 | $159.86 | 5.9% | 22.5% | 28.0 | 0.0% | 83% | 67 | 99 | 14.6% |
AstraZeneca | AZN | 1.48 | $75.17 | $111.56 | 4.1% | 8.8% | 24.0 | 1.1% | 65% | 60 | 90 | 12.9% |
Liberty Braves* | BATRA | 2.36 | $41.16 | $97.17 | 3.6% | 9.6% | 44.0 | 0.0% | 15% | 16 | 20 | 0.9% |
Becton Dickinson | BDX | 0.39 | $231.55 | $89.27 | 3.3% | 3.9% | 19.0 | 1.4% | 92% | 96 | 89 | 7.6% |
Biogen | BIIB | 0.36 | $208.90 | $74.89 | 2.8% | -2.3% | 19.0 | 0.0% | 63% | 45 | 28 | 1.3% |
CME Group | CME | 0.54 | $210.94 | $113.33 | 4.2% | 5.5% | 24.0 | 2.1% | 89% | 82 | 91 | 7.5% |
CNH Industrial | CNHI | 6.68 | $11.41 | $76.27 | 2.8% | -2.7% | 10.0 | 2.0% | 15% | 46 | 18 | 6.8% |
Crane* | CR | 1.09 | $144.35 | $157.11 | 5.8% | -0.2% | 18.0 | 1.0% | 56% | 85 | 50 | -9.5% |
Eagle Materials | EXP | 0.53 | $256.70 | $136.70 | 5.1% | 9.1% | 17.0 | 0.5% | 85% | 92 | 99 | 9.3% |
Genuine Parts | GPC | 0.60 | $159.93 | $96.38 | 3.6% | 4.0% | 17.0 | 2.0% | 93% | 95 | 80 | 8.8% |
Intercontinental Exch | ICE | 0.85 | $131.70 | $112.08 | 4.2% | 9.1% | 19.0 | 1.3% | 47% | 100 | 85 | 13.0% |
Ituran Location* | ITRN | 4.26 | $25.67 | $109.23 | 4.0% | 3.2% | 15.0 | 3.0% | 59% | 65 | 49 | 8.7% |
Banco Itau* (Brazil) | ITUB | 17.12 | $6.30 | $107.88 | 4.0% | -3.3% | 9.0 | 0.5% | 35% | 0 | 1 | 0.5% |
Hunt J.B. | JBHT | 0.55 | $162.01 | $88.39 | 3.3% | 9.0% | 20.0 | 0.9% | 88% | 98 | 97 | 12.9% |
Mueller Industries | MLI | 1.15 | $57.33 | $65.97 | 2.4% | -3.9% | 7.0 | 3.0% | 97% | 61 | 54 | 0.0% |
On Semiconductor | ON | 1.00 | $68.06 | $68.28 | 2.5% | 7.6% | 15.0 | 0.0% | 86% | 56 | 73 | 9.6% |
Oracle Corp. | ORCL | 0.84 | $117.21 | $98.27 | 3.6% | 9.9% | 18.0 | 1.5% | 60% | 97 | 88 | 10.8% |
Paramount Global [ViacomCBS] | PARA | 6.27 | $11.91 | $74.62 | 2.8% | 2.8% | 10.0 | 3.6% | 19% | 28 | 20 | 22.8% |
Siemens | SIEGY | 1.19 | $95.24 | $112.92 | 4.2% | 1.6% | 16.0 | 2.5% | 83% | 56 | 54 | 2.6% |
Sylvamo | SLVM | 2.33 | $63.06 | $146.75 | 5.4% | -0.4% | 9.0 | 1.7% | 36% | 76 | 48 | 3.1% |
Target | TGT | 0.76 | $164.74 | $125.83 | 4.7% | 6.2% | 13.7 | 2.8% | 57% | 90 | 78 | 12.4% |
Textron | TXT | 1.48 | $86.51 | $128.37 | 4.8% | 5.8% | 16.0 | 0.1% | 83% | 81 | 75 | 7.3% |
UnitedHealth Group | UNH | 0.21 | $495.35 | $103.16 | 3.8% | 10.4% | 17.0 | 1.9% | 83% | 86 | 98 | 12.7% |
Warner Bros Discovery | WBD | 8.06 | $8.11 | $65.40 | 2.4% | 7.2% | 12.0 | 0.0% | 12% | 24 | 34 | 27.7% |