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Barron’s Summary April 9, 2011

|Includes: Apollo Education Group, Inc. (APOL), CPB, CSCO
  • Barron’s qtrly mutual fund issue.
  • American Funds is profiled in the cover story. 
  • Fidelity and Vanguard discussed in an article.
  • GCAP – neg. comments; the stock could approach TBV at $3.50 per share.  The bulk of the co’s clients lose money and attrition is very high.  Earnings estimates for the year could be hard to hit.
  • Low volumes aren’t necessarily bad; volumes only look light compared to the huge surge of trading from the financial crisis; the dismantling of Wall St prop groups isn’t helping.  Meanwhile, volumes in other markets (like commodities) have been surging.
  • CSCO – Barron’s thinks Cisco should wind up spinning off its consumer business.
  • INTC – Barron’s recommends selling the June $20 calls; analysts are cautious on the stock and some think the risks are skewed to the downside ahead of its upcoming earnings report.
  • TXN – pos. comments; the NSM deal is a pos. one and could help boost the stock into the low $40s.
  • CPB – positive comments; the stock is cheap and has a nice dividend; margins are among the highest in the industry. 
  • China – positive comments; the market has performed well of late as investors anticipate a peak of inflation pressures and an end of the PBOC tightening.
  • AMSC – the stock is mentioned in a “Follow Up” column
  • Silver – cautious comments – the strong rally may soon be coming to an end.
  • EADS – Barron’s says they are no longer shorting the stock but also not very bullish either; a lot of their concerns remain but recent financial performance remains.
  • APOL – mixed comments; fundamentals in the group remain challenged but APOL’s financials are very strong and the multiple isn’t expensive.  When the sector does stabilize, APOL could be an outperformer.