'Barron's Roundtable' picks beyond AI
Fox Business
|
September 13, 2026 at 04:45 AM UTC
Bullish
85% Confidence
Watch on YouTube
Key Points
- Royal Caribbean (RCL) is seen as a long-term winner due to strong travel demand, despite past COVID-19 challenges and high borrowing costs.
- Planet Fitness (PLNT) is considered a good buy after a significant stock drop, with strong gym-level economics and low operating costs, despite recent sign-up and price hike issues.
- Take-Two Interactive Software (TTWO) is expected to benefit from the highly anticipated Grand Theft Auto 6, with potential for improved monetization and broad market appeal.
- Five Below (FIVE) demonstrates phenomenal fundamentals and growth beyond viral toy trends like 'squishy dumplings,' with strong same-store sales growth.
- Charles Schwab (SCHW) is poised for recovery as 'cash sorting' by customers seeking higher yields plateaus, leading to continued customer fund inflows and rising margins.
AI Summary
A 'Barron's Roundtable' panel discusses eight promising stocks identified as 'AI-free' investments, focusing on companies with reasonable valuations, financial strength, and strong earnings growth potential outside the current AI hype. The discussion highlights specific picks like Royal Caribbean, Planet Fitness, Take-Two Interactive, Five Below, and Charles Schwab, emphasizing their unique growth drivers and resilience.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 85% |
| Consensus | Bullish | 85% |