Barron's Stocks To Sell On A Dollar Rebound
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Created by barrons2
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Date updated:04-26-2008

The hard-hit U.S. dollar could gain 15% against the euro in the next 12 months. That would take some air out of the highfliers such as Mosaic and Halliburton.

symbol name last price % change open
  • +
  • MOS
    Mosaic Company (t
  • $37.16
  • -9.10%
  • $38.00

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.

People owning MOS also tend to own: CCYGLDLLTCMRKSDDUST

TheStreet.com Rating: B What is this?

  • +
  • HAL
    Halliburton Co
  • $24.64
  • -8.06%
  • $26.30

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.

People owning HAL also tend to own: ACIBJSBTUCNXCWEIDNRDO

TheStreet.com Rating: B What is this?

  • +
  • APA
    Apache Cp
  • $86.46
  • -4.44%
  • $87.01

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.

People owning APA also tend to own: BGCBHPCBIIPSSSRIAAPLAUY

TheStreet.com Rating: B+ What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $43.71
  • -2.56%
  • $42.72

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.

People owning FCX also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: B What is this?

  • +
  • PCU
    Southern Copper C
  • $14.83
  • -4.94%
  • $14.92

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.

People owning PCU also tend to own: DEBSDLXEXPOHRBKCPLENLIZ

TheStreet.com Rating: B What is this?

  • +
  • BG
    Bunge Ltd
  • $46.88
  • -6.82%
  • $47.87

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.

People owning BG also tend to own: DROOYPAASABFSERJFISHMCMWV

TheStreet.com Rating: B- What is this?

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