Stockpickr
This Week's 'Barron's' Roundup
James Altucher
11/30/08 - 09:49 AM EST
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.
Famous Raider: Barron's speaks with corporate raider and hedge fund manager Carl Icahn, chairman of Icahn Associates. Icahn says his hedge fund has a big cash position and that he sees opportunity in senior debt and some equities. Stocks he likes include Yahoo!(YHOO Quote) and Motorola(MOT Quote).
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 Biogen Idec(BIIB Quote), Nasdaq OMX Group(NDAQ Quote) and AllianceBernstein(AB Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Enzon Pharmaceuticals(ENZN Quote), Thomson Reuters(TRIN Quote) and Orient-Express Hotels(OEH Quote).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on EnerSys(ENS Quote)ValueClick(VCLK Quote) and U.S. Bancorp(USB Quote).
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 Thornburg Mortgage(TMA Quote), Dish Networks(DISH Quote), Valence Technology(VLNC Quote) and Loral Space & Communications(LORL Quote).
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