The result should be a major shift in global monetary policy that reverses billions of recent short-dollar, long-commodity bets and undercuts high-flying stocks like fertilizer outfit Mosaic (ticker: MOS) and oil-services giant Halliburton (HAL) that earn gobs of money overseas.

The result should be a major shift in global monetary policy that reverses billions of recent short-dollar, long-commodity bets and undercuts high-flying stocks like fertilizer outfit Mosaic (ticker: MOS) and oil-services giant Halliburton (HAL) that earn gobs of money overseas.

Barron's asked the analysts at Bespoke Investment Group, which does customized research, to screen the Russell 1000 for stocks with more than $10 billion in market value and a big clutch of foreign profits, that have run up the most since the dollar's recent slide began. These shares, including names like Apache (APA), Freeport-McMoran (FCX), Southern Copper (PCU) and Bunge (BG), presumably have the most to lose with a rebounding dollar. They're worth keeping an eye on to see how they react.

Barron's asked the analysts at Bespoke Investment Group, which does customized research, to screen the Russell 1000 for stocks with more than $10 billion in market value and a big clutch of foreign profits, that have run up the most since the dollar's recent slide began. These shares, including names like Apache (APA), Freeport-McMoran (FCX), Southern Copper (PCU) and Bunge (BG), presumably have the most to lose with a rebounding dollar. They're worth keeping an eye on to see how they react.

Barron's asked the analysts at Bespoke Investment Group, which does customized research, to screen the Russell 1000 for stocks with more than $10 billion in market value and a big clutch of foreign profits, that have run up the most since the dollar's recent slide began. These shares, including names like Apache (APA), Freeport-McMoran (FCX), Southern Copper (PCU) and Bunge (BG), presumably have the most to lose with a rebounding dollar. They're worth keeping an eye on to see how they react.

Barron's asked the analysts at Bespoke Investment Group, which does customized research, to screen the Russell 1000 for stocks with more than $10 billion in market value and a big clutch of foreign profits, that have run up the most since the dollar's recent slide began. These shares, including names like Apache (APA), Freeport-McMoran (FCX), Southern Copper (PCU) and Bunge (BG), presumably have the most to lose with a rebounding dollar. They're worth keeping an eye on to see how they react.