Stockpickr: Barron's Roundup
James Altucher
05/13/07 - 10:19 AM EDT
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.
Barron's Insider Purchases: Each week,
Barron's lists the latest stock purchases by company insiders. We provide a little more color on who's doing the buying. This week's list includes mega-exchange and Cramer favorite
NYSE Euronext.
Research Reports: Every week,
Barron's publishes research reports on various companies. We provide a portfolio of their stocks, along with synopses of the reports. This week,
Global Sources and
Hewlett-Packard received buy and sell ratings, respectively.
Bullish and Bearish: The stocks profiled in individual stories in this week's
Barron's. Among others,
Barron's was bullish on
Reuters(RTRSY Quote) and
Annaly Capital Management, and bearish (again) on
Motorola.
Barron's Activist Situations: Each week,
Barron's picks out the most interesting situations where activist investors are clamoring for change. This week's list include
3COM and
Ceridian.
Speaking of Dividends: Which companies this week are boosting their dividends?
Cover Story: The Top 500 Companies: How have previous top companies done? This year's top 20, plus analysis. Several usual suspects are featured, including
Goldman Sachs and
Microsoft.
Barron's: Top Steel Stocks. An interview with steel expert Michelle Applebaum, who outlines her top picks for the upcoming year, including
Reliance Steel & Aluminum.
Mutual Fund Profile: The
(FBRVX Quote)FBR SmallCap Value Fund has returned 19.8% per year for the past five years. Its manager, Charles Akre, outlines his top picks right now.
The $100 Club: Michael Santoli discusses the pros and cons of owning a stock with a three-digit price. Those mentioned include newcomer
Apple and old-timers Goldman Sachs and
Google.
The Top Morgan Stanley Healthcare Picks: Super-analyst Henry McVey from Morgan Stanley is back with his top health care plays. They include
Merck. He also names the stocks he'd avoid now, including
Amgen.
A French Toast: It's nonstop love for these stocks as Sarkozy assumes power in France.
Top Disk Drive Makers: Everybody hates them;
Barron's loves them (and picks the top two).