This Week's Barron's Roundup
James Altucher
05/11/08 - 11:15 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.
Cover Story: Barron's 500:
Barron's reshuffles its list of the best companies. Among the top five this year are
BlackRock(BLK - Cramer's Take - Stockpickr),
Research In Motion(RIMM - Cramer's Take - Stockpickr) and
Charles Schwab(SCHW - Cramer's Take - Stockpickr).
Value Manager Interview:
Barron's talks with David Katz, portfolio manager at Matrix Advisors Value Fund (MAVFX). He's currently bullish on
Cisco(CSCO - Cramer's Take - Stockpickr),
Morgan Stanley(MS - Cramer's Take - Stockpickr) and
Monster Worldwide(MNST - Cramer's Take - Stockpickr).
Speaking of Dividends: This
Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
PepsiCo(PEP - Cramer's Take - Stockpickr),
Yum! Brands(YUM - Cramer's Take - Stockpickr) and
Barrick Gold(ABX - 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 stories on
American International Group(AIG - Cramer's Take - Stockpickr),
Cameron International(CAM - Cramer's Take - Stockpickr) and
Dr. Pepper Snapple(DPS - Cramer's Take - Stockpickr).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like
Forward Industries(FORD - Cramer's Take - Stockpickr),
Motorola(MOT - Cramer's Take - Stockpickr) and
Vitesse Semiconductor(VTSS - Cramer's Take - Stockpickr).
Research Reports: The latest analyst research highlighted by
Barron's, including reports on
Alvarion(ALVR - Cramer's Take - Stockpickr),
ExpressJet(XJT - Cramer's Take - Stockpickr) and
KKR Private Equity(KPEQF.PK - 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 stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
Annally Capital Management(NLY - Cramer's Take - Stockpickr),
Verizon(VZ - Cramer's Take - Stockpickr),
Coca Cola Enterprises(CCE - Cramer's Take - Stockpickr) and
XTL Biopharmaceuticals(XTLB - Cramer's Take - Stockpickr).