Technology stocks will continue to recover, but some sectors will
thrive while others struggle, Barron's reports. A Seligman portfolio
manager with a stellar track record among large tech funds names companies he
likes -- and which ones he's steering clear of.
Companies mentioned: Symantec Corporation (Nasdaq SYMC), EMC Corporation (NYSE EMC),
Seagate Technology (NYSE STX), Dell Inc. (Nasdaq DELL), Avici Systems Inc. (Nasdaq AVCI)
An Awkward Marriage.
Mercedes' and Chrysler's marriage could end in divorce -- eventually.
But if DaimlerChrysler AG (NYSE DCX) 's U.S. unit improves, shareholders will have
reason to celebrate. Barron's takes an in-depth look at DaimlerChrysler's
challenges -- and possible solutions.
Canadian Natural Resources Ltd (NYSE CNQ), one of the largest independent oil and gas
companies, is gearing up to start spinning Alberta's oil sands into
gold. Barron's takes a closer look -- and offer predictions for the
Investors focused on Tellabs Inc. (Nasdaq TLAB)' expected fourth-quarter earnings
shortfall are being too short-sighted. The more important story is that the
company is at the heart of some of the fastest-growing areas of the
telecom market. Barron's explains.
China Funds' Shell Game.
Exchange-traded funds that focus on China are not created equal.
Indeed, Barron's names one that investors may want to avoid.
Companies Mentioned: China Bak Battery Inc. (Nasdaq CBAK), China Automative Systems Inc. (Nasdaq CAAS),
Tiens Biotech Group (USA) Inc. (AMEX TBC), China Energy Savings Technology Inc. (CESV),
Intac International Inc. (Nasdaq INTN), Comtech Group Inc. (Nasdaq COGO),
Origin Agri-Agritech Ltd. (Nasdaq SEED)
New Option for Traders.
Barron's names the online brokerages that say they plan to offer
portfolio margining in the near future -- and which ones may take their time
rolling out such capabilities.
Blair Levin, managing director with Stifel Nicolaus, explains why
direct-broadcast satellite providers' next step will determine the future of
telecom and media, and outlines the most likely deal.
Companies Mentioned: DirectTV Group, Inc. (NYSE DTV), Echostar Communications (Nasdaq DISH)