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Members of the Barron’s Roundtable buy and sell securities and change their investment opinions as market conditions change. Here is how their 2021 Roundtable recommendations performed through the end of last year. The S&P 500 returned 28.7% for the full year, including reinvested dividends, and 27% from Jan. 8 through Dec. 31.

Read the 2021 Roundtable here.

Read the 2021 Midyear Roundtable here.

Todd Ahlsten’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
Deere / DE $293.91 $342.89 16.7% 18.0%
Applied Materials / AMAT 95.56 157.36 64.7 65.7
Micron Technology / MU 77.42 93.15 20.3 20.6
Booking Holdings / BKNG 2,281.54 2,399.23 5.2 5.2
CME Group / CME 199.68 228.46 14.4 17.8
Digital Realty Trust / DLR 133.60 176.87 32.4 35.9

James Anderson’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
Tencent Holdings / 700.Hong Kong HK$573.00 HK$456.80 -20.3% -20.0%
ASML Holding / ASML $508.74 $796.14 56.5 57.3
Delivery Hero / DHER. Germany €135.65 €98.00 -27.8 -27.8
Illumina / ILMN $379.61 $380.44 0.2 0.2
Moderna / MRNA 112.75 253.98 125.3 125.3

Total Return in USD: 700.HK=-20.4%, DHER.Germany=-33.2%

Rupal J. Bhansali’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
Snam / SRG.Italy €4.65 €5.30 14.0% 19.3%
Munich Re / MUV2.Germany 242.60 260.50 7.4 11.4
Telefônica Brasil / VIV $8.36 $8.65 3.5 11.0
Philip Morris International / PM 83.09 95.00 14.3 20.2
Microsoft / MSFT 219.62 336.32 53.1 54.2

Total Return in USD: SRG.Italy=10.7%, MUV2.Germany=3.4%

Scott Black’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
AdvanSix / ASIX $22.11 $47.25 113.7% 114.3%
Kimball Electronics / KE 17.11 21.76 27.2 27.2
Westlake Chemical Partners / WLKP 21.99 26.86 22.1 30.7
D.R. Horton / DHI 66.96 108.45 62.0 63.2
Magna International / MGA 75.85 80.94 6.7 9.0
Northrop Grumman / NOC 288.33 387.07 34.2 36.4

Abby Joseph Cohen’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
PulteGroup / PHM $41.53 $57.16 37.6% 39.0%
Prologis / PLD 96.60 168.36 74.3 76.9
Trend Micro / 4704.Japan JPY5,830 JPY6,390 9.6 9.6
Infosys / INFO.India INR1,312.10 INR1,887.75 43.9 46.2
Deutsche Post DHL Group / DPW. Germany €41.51 €56.54 36.2 39.5
Fiserv / FISV $116.79 $103.79 -11.1 -11.1
Yum China Holdings / YUMC 59.87 49.84 -16.8 -16.0

Total Return in USD: 4704.Japan=-1.0, INFO.India=44.0%, DPW.Germany=29.3%

Sonal Desai’s Picks

Investment / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
Matthews Asia Growth / MPACX $41.25 $31.99 -22.4% -18.4%
SPDR Gold Shares / GLD 173.34 170.96 -1.4 -1.4
Payden Emerging Markets Bond / PYEWX 13.83 12.85 -7.1 -2.0
Franklin High Income / FVHIX 1.88 1.88 0 5.0
Franklin Federal Tax-Free Income / FAFTX* 12.31 12.40 0.7 2.1
Franklin High Yield Tax-Free Income / FHYVX 10.44 10.52 0.8 4.1

*Position closed midyear

Henry Ellenbogen’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
Boston Beer Company / SAM $1,000.49 $505.10 -49.5% -49.5%
Intuit / INTU 374.46 643.22 71.8 72.3
Vroom / VRM 40.74 10.79 -73.5 -73.5
Black Knight / BKI 87.92 82.89 -5.7 -5.7

Mario Gabelli’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
NextEra Energy Partners / NEP $79.76 $84.40 5.8% 9.1%
Avangrid / AGR 46.97 49.88 6.2 9.9
GCP Applied Technologies / GCP 25.47 31.66 24.3 24.3
Hyster-Yale Materials Handling / HY 65.98 41.10 -37.7 -35.8
Deutsche Telekom / DTE.Germany €15.20 €16.30 7.3 11.2
Genuine Parts / GPC $103.34 $140.20 35.7 38.8
Madison Square Garden Sports / MSGS 182.54 173.73 -4.8 -4.8
Liberty Braves Group / BATRA 26.25 28.75 9.5 9.5
Fox / FOX 29.62 34.27 15.7 17.3
Sinclair Broadcast Group / SBGI 32.49 26.43 -18.7 -16.2
GAN / GAN 21.71 9.19 -57.7 -57.7

Total Return in USD: DTE.Germany=3.1%

William Priest’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
T-Mobile US / TMUS $135.06 $115.98 -14.1% -14.1%
Amgen / AMGN 238.49 224.97 -5.7 -2.7
NextEra Energy Partners / NEP 79.76 84.40 5.8 9.1
Nike / NKE 146.35 166.67 13.9 14.7
Arista Networks / ANET* 76.53 143.75 87.8 87.8
Walt Disney / DIS 178.69 154.89 -13.3 -13.3

*Adjusted for a 4-for-1 stock split

Meryl Witmer’s Picks

Company / Ticker Price 1/8/2021 Price 12/31/21 Price Change Total Return
Viatris / VTRS $18.30 $13.53 -26.1% -24.3%
Houghton Mifflin Harcourt / HMHC 3.64 16.10 342.3 342.3
Holcim / HOLN.Switzerland* CHF52.54 CHF46.51 -11.5 -7.7

* Name change from LafargeHolcim / LHN.Switzerland. Total Return in USD: HOLN.Switzerland=-10.5% Note: Prices as of 12/30/21 for European and Japanese stocks. Total return includes dividends received but not reinvested

Source: Bloomberg

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