Barron's Stocks To Sell On A Dollar Rebound
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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
  • $48.12
  • -3.20%
  • $49.92

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: CCATDEFNMFREGEKO

TheStreet.com Rating: C+ What is this?

  • +
  • HAL
    Halliburton Co
  • $30.71
  • +1.35%
  • $30.34

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
  • $98.14
  • +0.19%
  • $97.74

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: C+ What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $81.57
  • +0.51%
  • $81.75

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: D What is this?

  • +
  • PCU
    Southern Copper C
  • $34.60
  • +1.91%
  • $34.04

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: BHPBTUBXPCBGCNXDLRFCX

TheStreet.com Rating: C What is this?

  • +
  • BG
    Bunge Ltd
  • $58.27
  • +1.92%
  • $57.08

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: C What is this?

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