Stockpickr

Stockpickr: Barron's Roundup

 

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.


Bullish and Bearish: This is a portfolio of all the stocks that were the focus of bullish or bearish stories in the latest issue of Barron's. This week, there were bullish articles on Lehman Brothers(LEH), Gannett(GCI), SLM(SLM) and others.


Barron's Activist Situations: Each week Barron's identifies the most interesting situations where activist investors are clamoring for change. This week's list includes Youbet.com(UBET) and Brinks(BCO).


Barron's Insider Purchases: This week's insider purchases. We provide a little more color on who's doing the buying. The latest list includes Freeport McMoRan(FCX), Bisys(BSG) and more.


Net Neutrality Index: Companies that will benefit from the undoing of Net neutrality. One is Cisco(CSCO), but the article has some interesting small-cap plays, too.


The Barron's cover story is on Fidelity and mentions changes at the fund company that could lead to even better performance. Stockpickr details the holdings of several top-performing Fidelity funds, including:

  • (FCNTX)The Fidelity Contrafund. Click here for the fund's portfolio on Stockpickr.
  • (FLPSX)The Fidelity Low Priced Stock Fund. Click here for the fund's portfolio on Stockpickr.
  • (FMAGX)The Fidelity Magellan Fund. Click here for the fund's portfolio on Stockpickr.


Research Reports: Each week Barron's publishes research reports on various small-cap companies. We provide a portfolio of those stocks with synopses of the reports. This week's list includes Global Payments(GPN) and Napster(NAPS).


Covered-Call Income Closed-End Funds: Funds that will benefit from increased volatility and have yields of more than 10%.


Profile: The Al Frank Fund: Barron's just happened to profile one of my favorite value-oriented mutual funds. Fund manager John Buckingham is bullish on the U.S. markets and favors deep-value stocks that trade close to or lower than book value. What I like about this fund is that they were also up in the bear years of 2000 (up 7%) and 2001 (up 30%).


Miniprofile: Hennessy Focus 30 Fund: Looks for cheap mid-cap stocks.


Miniprofile: Lord Abbett: Barron's speaks with investment manager Daniel Frascarelli of Lord Abbett, who is "tilting towards growth" and mentions his favorite picks.


Viva La France!: Stocks that could win or lose depending on who wins the presidency in France.

>To order reprints of this article, click here: Reprints

At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although holdings may change at any time.

James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of Trade Like a Hedge Fund and Trade Like Warren Buffett. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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