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 Quote) IPO.
Barron's also had bullish pieces on
Cisco(CSCO Quote) and
Intel(INTC Quote), and a bearish story on
Crocs(CROX Quote).
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)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) and breast implant maker
Mentor(MNT Quote).
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),
Yahoo!(YHOO Quote) 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) and
Home Depot(HD Quote) are among those doing so.