How Barron’s Roundtable Panelists’ 2021 Stock Picks Have Performed


Illustrations by Ryan Melgar

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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.

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

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

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

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

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

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

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

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

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

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 lauren.rublin@dowjones.com

William Murphy

William Murphy

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