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 - Cramer on LSTR - Stock Picks), General Maritime(GMR Quote - Cramer on GMR - Stock Picks) 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 - Cramer on INSP - Stock Picks) and Openwave Systems(OPWV Quote - Cramer on OPWV - Stock Picks).


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 - Cramer on MDT - Stock Picks) and Friendly Ice Cream(FRN Quote - Cramer on FRN - Stock Picks).


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


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


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 - Cramer on XOM - Stock Picks) to small-caps like Bill Barrett(BBG Quote - Cramer on BBG - Stock Picks).


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


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

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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.

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