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 Quote) and
Canadian Natural Resources(CNQ Quote), and bearish on
Crocs(CROX Quote).
Speaking Of Dividends: This
Barron's column highlights the latest dividend increases, initiations and cutbacks. This week week there's information on
Raytheon(RTN Quote) among others.
Research Reports: The latest analyst research reports highlighted by
Barron's, including reports this week on
Bear Stearns(BSC Quote),
Sirius(SIRI Quote) and
TiVo(TIVO Quote).
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 Quote),
Fiserv(FISV Quote) and
Altria(MO Quote).
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 Quote),
Nortel Networks(NT Quote),
DaVita(DVA Quote) and
Vail Resorts(MTN Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like
New York Times(NYT Quote),
Premier Exhibitions(PRXI Quote) and
Building Materials(BLG Quote).