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).