Stockpickr
This Week's Barron's Roundup
James Altucher
04/27/08 - 09:48 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.
Deep-Value Hedge Fund Interview: Barron's alks to Robert Marcin and Steve Epstein, partners at Defiance Asset Management. (Marcin also is a contributor to TheStreet.com.) The two are deep-value managers who manage more than $500 million, buying and shorting stocks. Their current bullish picks include CumminsCMI and SkechersSKX.
Big Money Favorites: Barron's polls large institutional investors about whether they're bearish or bullish on the stock market. Their favorite stocks include GoogleGOOG and AppleAAPL.
Dollar Rebound Stock Losers: If the dollar rallies, the short-dollar/long-commodity trade will decouple. A rising dollar also could hurt stocks like HalliburtonHAL and Freeport-McMoRanFCX.
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 stories on St. JoeJOE, CovidienCOV and Asbury AutomotiveABG.
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Yahoo!YHOO, JetBlueJBLU and Peabody EnergyBTU.
Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in VisaV, eBayEBAY, ZumiezZUMZ and E*Trade FinancialETFC.
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like CountrywideCFC, AMRAMR and Fisher CommunicationsFSCI.
 |
 |