Members of the Barron’s Roundtable buy and sell securities and change their investment opinions as prices and market conditions change. The 2021 Roundtable was held on Jan. 11, 2021. Here’s how the panelists’ 2021 Roundtable recommendations performed through June 30. The S&P 500 posted a total return of 13.1% in the same period.
Todd Ahlsten’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| Deere / DE | $293.91 | $352.71 | 20.0% | 20.6% |
| Applied Materials / AMAT | 95.56 | 142.40 | 49.0 | 49.5 |
| Micron Technology / MU | 77.42 | 84.98 | 9.8 | 9.8 |
| Booking Holdings / BKNG | 2,281.54 | 2,188.09 | -4.1 | -4.1 |
| CME Group / CME | 199.68 | 212.68 | 6.5 | 7.4 |
| Digital Realty Trust / DLR | 133.60 | 150.46 | 12.6 | 14.4 |
Total return includes dividends received but not reinvested
Source: Bloomberg
James Anderson’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| Tencent Holdings / 700.Hong Kong | HK$573.00 | HK$584.00 | 1.9% | 2.2% |
| ASML Holding / ASML | $508.74 | $690.84 | 35.8 | 36.2 |
| Delivery Hero / DHER. Germany | €135.65 | €111.25 | -18.0 | -18.0 |
| Illumina / ILMN | $379.61 | $473.21 | 24.7 | 24.7 |
| Moderna / MRNA | 112.75 | 234.98 | 108.4 | 108.4 |
Total Return in USD: 700.HK=2.1%, DHER.Germany=-20.5%. Total return includes dividends received but not reinvested
Source: Bloomberg
The 2021 Midyear Roundtable
Rupal J. Bhansali’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| Snam / SRG.Italy | €4.65 | €4.88 | 4.8% | 10.2% |
| Munich Re / MUV2.Germany | 242.60 | 230.95 | -4.8 | -0.8 |
| Telefônica Brasil / VIV | $8.36 | $8.50 | 1.7 | 4.6 |
| Philip Morris International / PM | 83.09 | 99.11 | 19.3 | 22.2 |
| Microsoft / MSFT | 219.62 | 270.90 | 23.3 | 23.9 |
Total Return in USD: SRG.Italy=6.8%, MUV2.Germany=-3.8%. Total return includes dividends received but not reinvested
Source: Bloomberg
Scott Black’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| AdvanSix / ASIX | $22.11 | $29.86 | 35.1% | 35.1% |
| Kimball Electronics / KE | 17.11 | 21.74 | 27.1 | 27.1 |
| Westlake Chemical Partners / WLKP | 21.99 | 26.92 | 22.4 | 26.7 |
| D.R. Horton / DHI | 66.96 | 90.37 | 35.0 | 35.6 |
| Magna International / MGA | 75.85 | 92.64 | 22.1 | 23.3 |
| Northrop Grumman / NOC | 288.33 | 363.43 | 26.0 | 27.1 |
Total return includes dividends received but not reinvested
Source: Bloomberg
Abby Joseph Cohen’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| PulteGroup / PHM | $41.53 | $54.57 | 31.4% | 32.1% |
| Prologis / PLD | 96.60 | 119.53 | 23.7 | 25.0 |
| Trend Micro / 4704.Japan | JPY5830 | JPY5820 | -0.2 | -0.2 |
| Infosys / INFO.India | INR1312.10 | INR1580.80 | 20.5 | 21.6 |
| Deutsche Post DHL Group / DPW. Germany | €41.51 | €57.36 | 38.2 | 41.4 |
| Fiserv / FISV | $116.79 | $106.89 | -8.5 | -8.5 |
| Yum China Holdings / YUMC | 59.87 | 66.25 | 10.7 | 11.1 |
Total Return in USD: 4704.Japan=-6.6%. INFO.India=20.0%. DPW.Germany=37.1%. Total return includes dividends received but not reinvested
Source: Bloomberg
Sonal Desai’s Picks
| Investment / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| Matthews Asia Growth / MPACX | $41.25 | $41.75 | 1.2% | 1.2% |
| SPDR Gold Shares / GLD | 173.34 | 165.63 | -4.4 | -4.4 |
| Payden Emerging Markets Bond / PYEWX | 13.83 | 13.50 | -2.4 | 0 |
| Franklin High Income / FVHIX | 1.88 | 1.90 | 1.1 | 3.7 |
| Franklin Federal Tax-Free Income / FAFTX* | 12.31 | 12.40 | 0.7 | 2.1 |
| Franklin High Yield Tax-Free Income / FHYVX | 10.44 | 10.62 | 1.7 | 3.6 |
*Position closed midyear. Total return includes dividends received but not reinvested
Source: Bloomberg
Henry Ellenbogen’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| Boston Beer Company / SAM | $1,000.49 | $1,020.80 | 2.0% | 2.0% |
| Intuit / INTU | 374.46 | 490.17 | 30.9 | 31.1 |
| Vroom / VRM | 40.74 | 41.86 | 2.7 | 2.7 |
| Black Knight / BKI | 87.92 | 77.98 | -11.3 | -11.3 |
Total return includes dividends received but not reinvested
Source: Bloomberg
Mario Gabelli’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| NextEra Energy Partners / NEP | $79.76 | $76.36 | -4.3% | -2.7% |
| Avangrid / AGR | 46.97 | 51.53 | 9.5 | 11.4 |
| GCP Applied Technologies / GCP | 25.47 | 23.26 | -8.7 | -8.7 |
| Hyster-Yale Materials Handling / HY | 65.98 | 72.98 | 10.6 | 11.6 |
| Deutsche Telekom / DTE.Germany | €15.20 | €17.82 | 17.2 | 21.2 |
| Genuine Parts / GPC | $103.34 | $126.47 | 22.4 | 24.0 |
| Madison Square Garden Sports / MSGS | 182.54 | 172.57 | -5.5 | -5.5 |
| Liberty Braves Group / BATRA | 26.25 | 28.22 | 7.5 | 7.5 |
| Fox / FOX | 29.62 | 35.20 | 18.8 | 19.6 |
| Sinclair Broadcast Group / SBGI | 32.49 | 33.22 | 2.2 | 3.5 |
| GAN / GAN | 21.71 | 16.44 | -24.3 | -24.3 |
Total Return in USD: DTE.Germany=17.4%. Total return includes dividends received but not reinvested
Source: Bloomberg
William Priest’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| T-Mobile US / TMUS | $135.06 | $144.83 | 7.2% | 7.2% |
| Amgen / AMGN | 238.49 | 243.75 | 2.2 | 3.7 |
| NextEra Energy Partners / NEP | 79.76 | 76.36 | -4.3 | -2.7 |
| Nike / NKE | 146.35 | 154.49 | 5.6 | 5.9 |
| Arista Networks / ANET | 306.12 | 362.31 | 18.4 | 18.4 |
| Walt Disney / DIS | 178.69 | 175.77 | -1.6 | -1.6 |
Total return includes dividends received but not reinvested
Source: Bloomberg
Meryl Witmer’s Picks
| Company / Ticker | Price 1/8/21 | Price 6/30/21 | Price Change | Total Return |
|---|---|---|---|---|
| Viatris / VTRS | $18.30 | $14.29 | -21.9% | -21.3% |
| Houghton Mifflin Harcourt / HMHC | 3.64 | 11.04 | 203.3 | 203.3 |
| Holcim / HOLN.Switzerland* | CHF52.54 | CHF55.50 | 5.6 | 9.4 |
* Name change from LafargeHolcim / LHN.Switzerland. Total Return in USD: HOLN.Switzerland=4.9%. Total return includes dividends received but not reinvested
Source: Bloomberg
The 2021 Midyear Roundtable
Write to Lauren R. Rublin at [email protected]
