Stockpickr
This Week's Barron's Roundup
James Altucher
06/24/07 - 08:15 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.
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) IPO. Barron's also had bullish pieces on Cisco(CSCO) and Intel(INTC), and a bearish story on Crocs(CROX).
Schneider Capital Management: The company's founder, Arnie Schneider, gives his top picks. Pay attention, because he has an excellent track record. His (SCMLX)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) and breast implant maker Mentor(MNT).
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), Yahoo!(YHOO) 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) and Home Depot(HD) are among those doing so.
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