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.
Four Health-Care Picks: Barron's highlights four health-care stocks that could be winners in a slowing economy. Names mentioned include Express Scripts(ESRX Quote) and Teva Pharmaceutical Industries(TEVA Quote).Small-Cap Value: Barron's speaks with value investor Robert Fetch, portfolio manager of the Lord Abbett Small Cap Value Fund. Fetch tells Barron's he's finding valuations in the market he hasn't seen in decades. Names he likes include Plexus(PLXS Quote) and URS(URS Quote).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Sysco(SYY Quote) and Roper Industries(ROP Quote).
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 Berkshire Hathaway(BRK.A Quote) and Yahoo!(YHOO Quote), plus a bearish piece on National Financial Partners(NFP Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Delta Petroleum(DPTR Quote), AutoNation(AN Quote) and Enzon Pharmaceuticals(ENZN Quote).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Home Depot(HD Quote), Intel(INTC Quote) and Natus Medical(BABY Quote).
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' stocks. There has been interesting activity in Citigroup(C Quote), Invitrogen(IVGN Quote), General Electric(GE Quote) and EnergySolutions(ES Quote).
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,308.26 | 1,096.07 | 2,180.05 | 34.87 |
Oil *
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