This Week's Barron's Roundup
James Altucher
05/04/08 - 10:25 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.
Speaking of Dividends: This
Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
IBM(IBM Quote - Cramer on IBM - Stock Picks),
Exxon Mobil(XOM Quote - Cramer on XOM - Stock Picks) and
Chevron(CVX Quote - Cramer on CVX - Stock Picks).
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
Melco PBL Entertainment(MPEL Quote - Cramer on MPEL - Stock Picks),
General Dynamics(GD Quote - Cramer on GD - Stock Picks) and
Time Warner(TWX Quote - Cramer on TWX - Stock Picks), plus a bearish piece on
Cisco(CSCO Quote - Cramer on CSCO - Stock Picks).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like
Circuit City(CC Quote - Cramer on CC - Stock Picks),
Enzon Pharmaceutical(ENZN Quote - Cramer on ENZN - Stock Picks) and
Bronco Drilling(BRNC Quote - Cramer on BRNC - Stock Picks).
Research Reports: The latest analyst research reports highlighted by
Barron's, including reports this week on
Visa(V Quote - Cramer on V - Stock Picks),
Rockwell Collins(COL Quote - Cramer on COL - Stock Picks) and
Entergy(ETR Quote - Cramer on ETR - Stock Picks).
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
Schering-Plough(SGP Quote - Cramer on SGP - Stock Picks),
MBIA(MBI Quote - Cramer on MBI - Stock Picks),
Valence Technology(VLNC Quote - Cramer on VLNC - Stock Picks) and
Kimberly-Clark(KMB Quote - Cramer on KMB - Stock Picks).