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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.
Talking Shop With the Pros: Barron's highlights investment ideas presented at the Ira Sohn Investment Research Conference, a forum that brings together hedge fund managers and investment professionals. Wall Street stars like Bill Ackman, Bill Miller, Carl Icahn and David Einhorn were in attendance. Stocks receiving thumbs-ups included Citigroup (C - commentary - Cramer's Take), Wendy's (WEN - commentary - Cramer's Take) and Fording Coal (FDG - commentary - Cramer's Take). 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 Mohawk (MHK - commentary - Cramer's Take) and Trico Marine (TRMA - commentary - Cramer's Take), plus a bearish piece on FMC Technologies (FTI - commentary - Cramer's Take). Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes RedEnvelope (REDEQ.PK - commentary - Cramer's Take), Youbet.com (UBET - commentary - Cramer's Take) and Calpine (CPN - commentary - Cramer's Take). Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Bankrate (RATE - commentary - Cramer's Take), Echelon (ELON - commentary - Cramer's Take) and Qualcomm (QCOM - commentary - Cramer's Take). 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 Philip Morris (PM - commentary - Cramer's Take), La Jolla Pharmaceutical (LJPC - commentary - Cramer's Take), GLG Partners (GLG - commentary - Cramer's Take) and Novamerican Steel (TONS - commentary - Cramer's Take).
At the time of publication, Altucher and/or his fund had no holdings of 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 a fund of hedge funds. He is also a weekly columnist for the Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. 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. Brokerage Partners
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