Stockpickr: Barron's Roundup

03/18/07 - 11:20 AM EDT

James Altucher

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


Top Small-Cap Dividend Payers: "Small-caps have been performing well. What's more, they're increasingly rewarding their investors with dividends," Barron's writes. These are the top S&P-ranked small-cap companies that are paying dividends. They include Landstar System(LSTR Quote), General Maritime(GMR Quote) and others.


Latest Activist Situations: These are stocks where large shareholders (usually hedge funds) are trying to shake up management in order to unlock value. Today's list includes InfoSpace(INSP Quote) and Openwave Systems(OPWV Quote).


Significant Insider Buying: Which companies have insiders backing up the truck on their own shares. We shed a little more color than Barron's and tell you which funds own each stock. The stocks this week include Medtronic(MDT Quote) and Friendly Ice Cream(FRN Quote).


Bullish and Bearish: Summaries of the articles in Barron's about individual stocks. The latest issue has bullish stories on Clear Channel(CCU Quote) and Saks(SKS Quote), and a bearish one on STMicroelectronics(STM Quote).


Shorts and Longs of the Mortgage Fallout: Some of the companies that can pick up the pieces include Fannie Mae(FNM Quote) and Freddie Mac(FRE Quote). The shorts include, of course, New Century(NEW Quote) and Accredited Home Lenders(LEND Quote).


Profile: AIM Energy Fund: 17% annual returns for the past decade , this fund's managers are big believers that energy prices will keep going higher. Here are their top picks for 2007, from large-caps like Exxon Mobil(XOM Quote) to small-caps like Bill Barrett(BBG Quote).


Profile of the Neuberger Berman Partners Fund: Manager S. Basu Mullick thinks coal stocks like Peabody(BTU Quote) have been oversold and is also bullish on Joy Global(JOYG Quote).


Research Reports: Snapshots of this week's Barron's research reports, including analysis of Dollar Tree Store(DLTR Quote) and Genitope(GTOP Quote).

At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.

James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of Trade Like a Hedge Fund and Trade Like Warren Buffett. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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