This Week's 'Barron's' Roundup

Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.

Innovative Value Managers: Barron's talks with Larry Coats, David Carr and Christy Phillips, co-managers of the $68 million Oak Value Fund (OAKVX). They have an interesting take on value investing. Instead of running lots of companies through a valuation screener and then choosing the ones they like best, they first pick companies they like and then look at their valuations. Among the stocks in their portfolio are Monsanto(MON Quote), Apollo Group(APOL Quote) and Coach(COH Quote).

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Bullish and Bearish: Each week, Barron's publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week there are bullish stories on CVS Caremark(CVS Quote) and Electro-Optical Sciences(MELA Quote), plus a bearish piece on Sears(SHLD Quote).

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Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Bankrate(RATE Quote), Medarex(MEDX Quote) and Longtop Financial Technologies(LFT Quote).

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Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists companies where managers are buying stock, and we build a portfolio with those companies' shares. There has been interesting activity in Bank of America(BAC Quote), Citigroup(C Quote), China Green Agriculture(CGA Quote) and MannKind(MNKD Quote).

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Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Microsoft(MSFT Quote), Rosetta Stone(RST Quote) and Lorillard(LO Quote).

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1 What would best describe your stance heading into the coming week of trading? Bullish Bearish Neutral 2 Which of these sectors do you think is set to move up in the coming week? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities 3 Which of these sectors do you think is set to move down in the coming week? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities View the results without voting