This Week's Barron's Roundup
James Altucher
03/30/08 - 10:51 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.
Talking to a Hedge Fund Manager:
Barron's spoke with Tom Claugus, manager at Bay Resource Partners. He's currently bullish on
NII(NIHD - Cramer's Take - Stockpickr) and
Canadian Natural Resources(CNQ - Cramer's Take - Stockpickr), and bearish on
Crocs(CROX - Cramer's Take - Stockpickr).
Speaking Of Dividends: This
Barron's column highlights the latest dividend increases, initiations and cutbacks. This week week there's information on
Raytheon(RTN - Cramer's Take - Stockpickr) among others.
Research Reports: The latest analyst research reports highlighted by
Barron's, including reports this week on
Bear Stearns(BSC - Cramer's Take - Stockpickr),
Sirius(SIRI - Cramer's Take - Stockpickr) and
TiVo(TIVO - Cramer's Take - Stockpickr).
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 articles on
Google(GOOG - Cramer's Take - Stockpickr),
Fiserv(FISV - Cramer's Take - Stockpickr) and
Altria(MO - Cramer's Take - Stockpickr).
Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling.
Barron's lists companies where managers are buying, and we build a portfolio of those companies' stocks. There has been interesting activity in stocks like
China Security & Surveillance(CSR - Cramer's Take - Stockpickr),
Nortel Networks(NT - Cramer's Take - Stockpickr),
DaVita(DVA - Cramer's Take - Stockpickr) and
Vail Resorts(MTN - Cramer's Take - Stockpickr).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like
New York Times(NYT - Cramer's Take - Stockpickr),
Premier Exhibitions(PRXI - Cramer's Take - Stockpickr) and
Building Materials(BLG - Cramer's Take - Stockpickr).