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) and
Motorola(MOT).
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),
Nasdaq OMX Group(NDAQ) and
AllianceBernstein(AB).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like
Enzon Pharmaceuticals(ENZN),
Thomson Reuters(TRIN) and
Orient-Express Hotels(OEH).
Research Reports: The latest analyst research highlighted by
Barron's, including reports this week on
EnerSys(ENS)ValueClick(VCLK) and
U.S. Bancorp(USB).
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),
Dish Networks(DISH),
Valence Technology(VLNC) and
Loral Space & Communications(LORL).