E Barron's Global Stock Roundup

It was rather cool reading the latest issue of Barron's because it looked like it had been written by one of my readers. There are lots of articles about stocks I have written about lately. Here is what they tell you.

*Bausch Health Care (BHC) is spinning off its Bausch & Lomb eye meds sub which accounts for about 45% of sales. Canadian Valeant, after terrible press from an SEC lawsuit two years ago, changed its name to BHC.

*Its European trader, Rupert Steiner, wrote about a happier future for Vodafone predicted by Deutsche Bank and New Street Research. We have suffered over British VOD since the merger of Racal and British General Electric Co. The analysts expect the spinoff in Germany of its mast business will give the firm funding to boost 5G business. Thanks to covid-19 its sales were up in Q2 but it lost £455 mn because of travel and business slowdown.

*Asia reporter Craig Mellow boosted Chinese electric vehicle makers, notably NIO (NIO) and stated that a car battery cannot be used to steal personal data. I am not so sure. If people have codes instead of keys, there can be leaks. NIO is up 12.4% in the past week.

*Jack Hough, the weekly's columnist, pretended to be a TikTok fan, but in the end turned out to be like me, an owner of Microsoft stock (MSFT). MSFT appeals because it has already gone through the process of cutting back on anti-competitive behavior, whereas the rest of the internet plays are still an investigative target.

*While Taiwan Fund (TF) was not specifically mentioned, it is an obvious way to play the country's stronger support against China, citing Cumberland Advisors. TF hit a new year's high. See below for more,

From my Friday blog that did not go out right:

*An exclusive Reuters article said BP PLC (BP) will sell up to 40% of its oil and gas assets—regardless of price—over the next decade to fund its renewable energy investments. I noted that Sir John Browne, former BP CEO, invented the term Beyond Petroleum as what the company stood for. There have been two CEOs since who did not go for this,

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