Here are some ideas from this weeks Barron’s:

Randall Forsyth mentioned in his column that a couple of CEFs that invest in India are selling at double digit discounts to NAV, they are IIF and IFN.

Kopin Tan wrote about Hormel (HRL). Hormel is a “well-run company” but the dividend yield is down to 1.6% and it selling at 22.3x earnings, which is a 15-year high.

“It’s the Shareholders, Stupid” is an article written by Andrew Bary that points out the MSFT continues to be undervalued at 12x June 2014 EPS and net cash of $8 per share along with a 2.9% yield. The Nokia acquisition may not be a great decision but a new shareholder friendly director might be able to shake things up.

Jacqueline Doherty highlighted industrials in “Laggards, But Not for Long”. She wrote about JOY, TXT, DE, CAT and GE.