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