Barron's April 23

Notes from Barron's.

YHOO 27.46. Possible longer term pick. Supposedly is now at some lows.

Offshore rigs. Past 52 weeks these are down 5% - 14%. Supposedly can move higher if they pay out dividends. Consider long term LEAP bull spread with selling monthlies.
RECENT TARGET
TICKER PRICE PRICE
RIG 81 119
GSF 62 94
DO 81 128
NE 79 125
ESV 54 93

JOYG 47, down 1/3 past year. Mining equipment and servicing of equipment. Supposedly has stabilized.
BUCY 56, smaller competitor, valued higher than JOYG.
Consider pairs trade of short BUCY long JOYG, or long term bull spread on JOYG.

DPZ, Domino's. 33 will be 19.5 when ex-dividend on May 7. Supposedly will not go higher.

New Zealand market strong. Auckland Airport, AIA.New Zealand, pays dividend.