Barron’s Picks And Pans: Albemarle, Camping World, Terex And More, , on October 3, 2020 at 7:35 pm

By ILP
On 10/03/2020
Tags:

This weekend’s Barron’s cover story discusses what the president’s COVID-19 diagnosis could mean for already battered industries.Other featured articles discuss how to play the video game boom and a big merger for which renowned activist investor is pushing. Also, the prospects for a crane maker, recreational vehicle stocks, lithium producers and more.Cover story “Trump’s Virus Diagnosis Clouds the Outlook for Already-Battered Industries” by Daren Fonda says that with the November election fast approaching, the news that the president has coronavirus adds another level of uncertainty for many industries. See what Barron’s believes that means for Southwest Airlines Co (NYSE: LUVE) and others.Max A. Cherney’s “Videogames Are Serious Business. Here’s How to Play the Stocks Now” suggests that with Americans stuck at home, video games have soared to the top of the entertainment world. The Sony Corp (NASDAQ: SNE) PlayStation 5 and the Microsoft Corporation (NASDAQ: MSFT) Xbox Series X are big with gamers, but see what they mean for investors.In “Trian’s Nelson Peltz Wants Invesco and Janus Henderson to Merge,” Leslie P. Norton discusses why this activist hedge fund manager has taken sizeable stakes in Invesco Ltd. (NYSE: IVZ) and Janus Henderson Group PLC (NYSE: JHG) and likely will push for them to tie up. Is that all that Peltz has in mind?Big pipeline operators like Enterprise Products Partners L.P. (NYSE: EPD) and Kinder Morgan Inc (NYSE: KMI) are down big this year, according to “6 Pipeline Funds Offer a Cheap Way to Play a Rebound in Energy” by Andrew Bary. Yet beaten-down MLP closed-end funds could offer an income bonanza.In Nicholas Jasinski’s “Equipment Maker Terex Is a Cheap Bet on an Economic Recovery,” Barron’s make a case that investors betting on a cyclical recovery in the global economy would love to be able to cherry-pick industrial companies. So why not consider one that actually makes cherry pickers? Terex Corporation (NYSE: TEX), a company known for its cranes and lifts, has a strong balance sheet.See also: Experts React To Trump’s Coronavirus Diagnosis And Its Impact On The Stock Market”Even in a Rough Patch, Some Energy Stocks Offer Attractive Yield” by Lawrence C. Strauss discusses why the head of North American oil and gas research at Morgan Stanley now favors Chevron Corporation (NYSE: CVX) and an assortment of companies focused on infrastructure, such as Magellan Midstream Partners, L.P. (NYSE: MMP).While stocks of recreational vehicles surged as RV sales of roared in June and July, further gains could lie ahead if the future is as sunny as the industry indicates. So says Nicholas Jasinski’s “RV Sales Have Roared This Summer. Is There Still Fuel in Their Stocks?” Find out how Camping World Holdings Inc (NYSE: CWH) may have an edge.In “The Best Lithium Producer Stocks to Play the Electric-Car Boom,” Al Root claims that the only thing standing between Tesla Inc (NASDAQ: TSLA) and world domination is the global supply of lithium. See why lithium producers like Albemarle Corporation (NYSE: ALB) are potential winners of the coming electric vehicle boom.Teresa Rivas’s “Consumer Stocks to Buy for Any Election Scenario” says that with the president testing positive for COVID-19 just over a month from Election Day, an already contentious race has gotten more complex. This article offers various scenarios for consumer stocks such as Home Depot Inc (NYSE: HD), Mcdonald’s Corp (NYSE: MCD) and Nike Inc (NYSE: NKE).Also in this week’s Barron’s:Barron’s Mutual Fund QuarterlyThe president’s diagnosis and the odds for further stimulusWhich coronavirus treatments the president is receivingWhether the stock market can handle the political chaosWhy IPOs are back but with all the same problemsThe Whole Foods CEO on supply chains, grocery pricing and obesityActivist investors looking for deals in 2021What silver and copper prices suggest about the economyDividends shrinking in size but growing in importanceAt the time of this writing, the author had no position in the mentioned equities.Keep up with all the latest breaking news and trading ideas by following Benzinga on Twitter.See more from Benzinga * Options Trades For This Crazy Market: Get Benzinga Options to Follow High-Conviction Trade Ideas * Bulls And Bears Of The Week: Netflix, Starbucks, Tesla And More * Notable Insider Buys Last Week: Snowflake, Broadcom And More(C) 2020 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.,

Barron's Picks And Pans: Albemarle, Camping World, Terex And MoreThis weekend’s Barron’s cover story discusses what the president’s COVID-19 diagnosis could mean for already battered industries.Other featured articles discuss how to play the video game boom and a big merger for which renowned activist investor is pushing. Also, the prospects for a crane maker, recreational vehicle stocks, lithium producers and more.Cover story “Trump’s Virus Diagnosis Clouds the Outlook for Already-Battered Industries” by Daren Fonda says that with the November election fast approaching, the news that the president has coronavirus adds another level of uncertainty for many industries. See what Barron’s believes that means for Southwest Airlines Co (NYSE: LUVE) and others.Max A. Cherney’s “Videogames Are Serious Business. Here’s How to Play the Stocks Now” suggests that with Americans stuck at home, video games have soared to the top of the entertainment world. The Sony Corp (NASDAQ: SNE) PlayStation 5 and the Microsoft Corporation (NASDAQ: MSFT) Xbox Series X are big with gamers, but see what they mean for investors.In “Trian’s Nelson Peltz Wants Invesco and Janus Henderson to Merge,” Leslie P. Norton discusses why this activist hedge fund manager has taken sizeable stakes in Invesco Ltd. (NYSE: IVZ) and Janus Henderson Group PLC (NYSE: JHG) and likely will push for them to tie up. Is that all that Peltz has in mind?Big pipeline operators like Enterprise Products Partners L.P. (NYSE: EPD) and Kinder Morgan Inc (NYSE: KMI) are down big this year, according to “6 Pipeline Funds Offer a Cheap Way to Play a Rebound in Energy” by Andrew Bary. Yet beaten-down MLP closed-end funds could offer an income bonanza.In Nicholas Jasinski’s “Equipment Maker Terex Is a Cheap Bet on an Economic Recovery,” Barron’s make a case that investors betting on a cyclical recovery in the global economy would love to be able to cherry-pick industrial companies. So why not consider one that actually makes cherry pickers? Terex Corporation (NYSE: TEX), a company known for its cranes and lifts, has a strong balance sheet.See also: Experts React To Trump’s Coronavirus Diagnosis And Its Impact On The Stock Market”Even in a Rough Patch, Some Energy Stocks Offer Attractive Yield” by Lawrence C. Strauss discusses why the head of North American oil and gas research at Morgan Stanley now favors Chevron Corporation (NYSE: CVX) and an assortment of companies focused on infrastructure, such as Magellan Midstream Partners, L.P. (NYSE: MMP).While stocks of recreational vehicles surged as RV sales of roared in June and July, further gains could lie ahead if the future is as sunny as the industry indicates. So says Nicholas Jasinski’s “RV Sales Have Roared This Summer. Is There Still Fuel in Their Stocks?” Find out how Camping World Holdings Inc (NYSE: CWH) may have an edge.In “The Best Lithium Producer Stocks to Play the Electric-Car Boom,” Al Root claims that the only thing standing between Tesla Inc (NASDAQ: TSLA) and world domination is the global supply of lithium. See why lithium producers like Albemarle Corporation (NYSE: ALB) are potential winners of the coming electric vehicle boom.Teresa Rivas’s “Consumer Stocks to Buy for Any Election Scenario” says that with the president testing positive for COVID-19 just over a month from Election Day, an already contentious race has gotten more complex. This article offers various scenarios for consumer stocks such as Home Depot Inc (NYSE: HD), Mcdonald’s Corp (NYSE: MCD) and Nike Inc (NYSE: NKE).Also in this week’s Barron’s:Barron’s Mutual Fund QuarterlyThe president’s diagnosis and the odds for further stimulusWhich coronavirus treatments the president is receivingWhether the stock market can handle the political chaosWhy IPOs are back but with all the same problemsThe Whole Foods CEO on supply chains, grocery pricing and obesityActivist investors looking for deals in 2021What silver and copper prices suggest about the economyDividends shrinking in size but growing in importanceAt the time of this writing, the author had no position in the mentioned equities.Keep up with all the latest breaking news and trading ideas by following Benzinga on Twitter.See more from Benzinga * Options Trades For This Crazy Market: Get Benzinga Options to Follow High-Conviction Trade Ideas * Bulls And Bears Of The Week: Netflix, Starbucks, Tesla And More * Notable Insider Buys Last Week: Snowflake, Broadcom And More(C) 2020 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

,

Contact Us

Please use our Instant Quote form to see if you're pre-qualified for a non-recourse stock loan, or if you have any questions or feedback, please email, call or chat with us.

deals@internationalliquiditypartners.com

+44 20 3994 1588

Headquarters: Hunkins Waterfront Plaza, Charlestown, Nevis

Open 24 hours a day / 7 days a week / 365 days a year

 

 

 

Frequently Asked Questions

What Is Securities-Based Lending?
Securities-based lending, or a stock loan, is the practice of using market investments such as stocks, ETF’s, warrants, bonds, or real estate investment trusts as collateral for a loan.
How much money can I get for my securities?
Borrow up to 80% of the value of your pledged investments giving you the capital you need to expand your business, purchase real estate, or tackle a costly project.
What happens if my securities lose value?
With a non-recourse stock loan, you can walk away from your securities at any time and keep the loan money with no negative credit consequences even if the investments lose value.
Is my information safe with ILP?
We pride ourselves on outstanding service and make client confidentiality our top priority. You can always be absolutely certain your information is safe with us.
How long does it take for the disbursement of funds?
Most of the transactions we process take less than 7 days from application to the disbursement of funds giving you cash quickly when you need it most.
What credit score do I need to qualify?
There are no credit checks or personal guarantees necessary with our services. Your pledged securities are the only collateral required for the loan you receive.

Instant Quote

Please fill out your information to see if you are pre-qualified.

Enter the Stock Symbol.

Select the Exchange.

Select the Type of Security.

Please enter your First Name.

Please enter your Last Name.

Please enter your phone number.

Please enter your Email Address.

Please enter or select the Total Number of Shares you own.

Please enter or select the Desired Loan Amount you are seeking.

Please select the Loan Purpose.

Please select if you are an Officer/Director.

International Liquidity Partners, LLC may only offer certain information to persons who are “Accredited Investors” and/or “Qualified Clients” as those terms are defined under applicable Federal Securities Laws. In order to be an “Accredited Investor” and/or a “Qualified Client”, you must meet the criteria identified in ONE OR MORE of the following categories/paragraphs numbered 1-20 below.

International Liquidity Partners, LLC cannot provide you with any information regarding its Loan Programs or Investment Products unless you meet one or more of the following criteria. Furthermore, Foreign nationals who may be exempt from qualifying as a U.S. Accredited Investor are still required to meet the established criteria, in accordance with International Liquidity Partners, LLC’s internal lending policies. International Liquidity Partners, LLC will not provide information or lend to any individual and/or entity that does not meet one or more of the following criteria:

1) Individual with Net Worth in excess of $1.0 million. A natural person (not an entity) whose net worth, or joint net worth with his or her spouse, at the time of purchase exceeds $1,000,000 USD. (In calculating net worth, you may include your equity in personal property and real estate, including your principal residence, cash, short-term investments, stock and securities. Your inclusion of equity in personal property and real estate should be based on the fair market value of such property less debt secured by such property.)

2) Individual with $200,000 individual Annual Income. A natural person (not an entity) who had individual income of more than $200,000 in each of the preceding two calendar years, and has a reasonable expectation of reaching the same income level in the current year.

3) Individual with $300,000 Joint Annual Income. A natural person (not an entity) who had joint income with his or her spouse in excess of $300,000 in each of the preceding two calendar years, and has a reasonable expectation of reaching the same income level in the current year.

4) Corporations or Partnerships. A corporation, partnership, or similar entity that has in excess of $5 million of assets and was not formed for the specific purpose of acquiring an interest in the Corporation or Partnership.

5) Revocable Trust. A trust that is revocable by its grantors and each of whose grantors is an Accredited Investor as defined in one or more of the other categories/paragraphs numbered herein.

6) Irrevocable Trust. A trust (other than an ERISA plan) that (a)is not revocable by its grantors, (b) has in excess of $5 million of assets, (c) was not formed for the specific purpose of acquiring an interest, and (d) is directed by a person who has such knowledge and experience in financial and business matters that such person is capable of evaluating the merits and risks of an investment in the Trust.

7) IRA or Similar Benefit Plan. An IRA, Keogh or similar benefit plan that covers only a single natural person who is an Accredited Investor, as defined in one or more of the other categories/paragraphs numbered herein.

8) Participant-Directed Employee Benefit Plan Account. A participant-directed employee benefit plan investing at the direction of, and for the account of, a participant who is an Accredited Investor, as that term is defined in one or more of the other categories/paragraphs numbered herein.

9) Other ERISA Plan. An employee benefit plan within the meaning of Title I of the ERISA Act other than a participant-directed plan with total assets in excess of $5 million or for which investment decisions (including the decision to purchase an interest) are made by a bank, registered investment adviser, savings and loan association, or insurance company.

10) Government Benefit Plan. A plan established and maintained by a state, municipality, or any agency of a state or municipality, for the benefit of its employees, with total assets in excess of $5 million.

11) Non-Profit Entity. An organization described in Section 501(c)(3) of the Internal Revenue Code, as amended, with total assets in excess of $5 million (including endowment, annuity and life income funds), as shown by the organization’s most recent audited financial statements.

12) A bank, as defined in Section 3(a)(2) of the Securities Act (whether acting for its own account or in a fiduciary capacity).

13) A savings and loan association or similar institution, as defined in Section 3(a)(5)(A) of the Securities Act (whether acting for its own account or in a fiduciary capacity).

14) A broker-dealer registered under the Exchange Act.

15) An insurance company, as defined in Section 2(13) of the Securities Act.

16) A “business development company,” as defined in Section 2(a)(48) of the Investment Company Act.

17) A small business investment company licensed under Section 301 (c) or (d) of the Small Business Investment Act of 1958.

18) A “private business development company” as defined in Section 202(a)(22) of the Advisers Act.

19) Executive Officer or Director. A natural person who is an executive officer, director or general partner of the Partnership or the General Partner, and is an Accredited Investor as that term is defined in one or more of the categories/paragraphs numbered herein.

20) Entity Owned Entirely By Accredited Investors. A corporation, partnership, private investment company or similar entity each of whose equity owners is a natural person who is an Accredited Investor, as that term is defined in one or more of the categories/paragraphs numbered herein.

Please read the notice above and check the box below to continue.

Nevis Office

Main Street
Hunkins Waterfront Plaza
Charlestown, Nevis

New York Office

Coming Soon!

Market Coverage