Stockpickr

This Week's Barron's Roundup

James Altucher

05/18/08 - 10:56 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.

Confessions of a Short-Seller: Barron's talks with Doug Kass, president of Seabreeze Partners Management, a hedge fund with about $200 million in short positions. Kass also is a contributor to TheStreet.com. He currently has bearish bets on Kellogg(K Quote - Cramer on K - Stock Picks), Berkshire Hathaway(BRK.A Quote - Cramer on BRK.A - Stock Picks) and Fastenal(FAST Quote - Cramer on FAST - Stock Picks).


Going International: Barron's interviews Virginie Maisonneuve, head of global and international equities at Schroder Investment Management. Maisonneuve currently oversees $22 billion, which includes 52% of Vanguard's International Growth Fund (VWIGX). She likes Syngenta(SYT Quote - Cramer on SYT - Stock Picks) and Arcelor Mittal(MT Quote - Cramer on MT - Stock Picks).


Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Clorox(CLX Quote - Cramer on CLX - 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 Kraft Foods(KFT Quote - Cramer on KFT - Stock Picks), East West Bancorp(EWBC Quote - Cramer on EWBC - Stock Picks) and Oracle(ORCL Quote - Cramer on ORCL - Stock Picks), plus a bearish piece on Agfeed Industries(FEED Quote - Cramer on FEED - Stock Picks).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Top Ships(TOPS Quote - Cramer on TOPS - Stock Picks), Transwitch(TXCC Quote - Cramer on TXCC - Stock Picks) and AutoNation(AN Quote - Cramer on AN - Stock Picks).


Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Clearwire(CLWR Quote - Cramer on CLWR - Stock Picks), Barr Pharma(BRL Quote - Cramer on BRL - Stock Picks) and Rodman & Renshaw(RODM Quote - Cramer on RODM - 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 Bristol-Myers Squibb(BMY Quote - Cramer on BMY - Stock Picks), Enterprise Products(EPD Quote - Cramer on EPD - Stock Picks), American Capital Strategies(ACAS Quote - Cramer on ACAS - Stock Picks) and ev3(EVVV Quote - Cramer on EVVV - Stock Picks).