This Week's Barron's Roundup

06/24/07 - 08:15 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.

Bullish and Bearish: The stocks profiled in individual stories in this week's Barron's. There was a bearish cover story on the recent Blackstone(BX Quote - Cramer on BX - Stock Picks) IPO. Barron's also had bullish pieces on Cisco(CSCO Quote - Cramer on CSCO - Stock Picks) and Intel(INTC Quote - Cramer on INTC - Stock Picks), and a bearish story on Crocs(CROX Quote - Cramer on CROX - Stock Picks).


Schneider Capital Management: The company's founder, Arnie Schneider, gives his top picks. Pay attention, because he has an excellent track record. His (SCMLX Quote - Cramer on SCMLX - Stock Picks)Schneider Value Fund is up 29.2% annually, on average, since its October 2002 launch.


The Striking Price -- Car Companies discusses whether or not automakers can emerge from their slump.


The Best ETFs: Interview with Morgan Stanley's head ETF analyst on his favorite choices in this burgeoning market.


Barron's Insider Purchases: Each week, Barron's compiles a list of companies where insiders have been purchasing shares. We build a portfolio of these stocks and tell you who else owns them. This week's portfolio of about 20 companies includes homebuilder Brookfield Homes(BHS Quote - Cramer on BHS - Stock Picks) and breast implant maker Mentor(MNT Quote - Cramer on MNT - Stock Picks).


Research Reports: In every issue, Barron's publishes research reports on various companies. We provide a portfolio of those stocks, along with synopses of the reports. This week, there were bullish reports on Circuit City(CC Quote - Cramer on CC - Stock Picks), Yahoo!(YHOO Quote - Cramer on YHOO - Stock Picks) and more.


Barron's Activist Situations: Each week, Barron's compiles a list of recent 13D filings. Investors (typically activist hedge funds) must file 13Ds when they accumulate more than 5% of a publicly traded company. Often, these investors plan to push for change, i.e., the sale of the company or some of its assets, replacement of management, a share buyback, etc.


Speaking of Dividends: Which companies this week are sweetening their dividends? Palm(PALM Quote - Cramer on PALM - Stock Picks) and Home Depot(HD Quote - Cramer on HD - Stock Picks) are among those doing so.

RealMoney Barometer Poll
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?
3 Which of these sectors do you think is set to move down in the coming week?


View the results without voting
At the time of publication, Altucher and/or his fund had no holdings in stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and 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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