This Week's Barron's Roundup

12/23/07 - 09:10 AM EST

James Altucher

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.

Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week's issue has information on Pfizer(PFE Quote - Cramer on PFE - Stock Picks) and Exelon(EXC Quote - Cramer on EXC - Stock Picks).


Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists the stocks that insiders are buying, and we build a portfolio with those stocks. There's been interesting activity in IMAX(IMAX Quote - Cramer on IMAX - Stock Picks), Chesapeake Energy(CHK Quote - Cramer on CHK - Stock Picks), GE(GE Quote - Cramer on GE - Stock Picks) and Fuel-Tech(FTEK Quote - Cramer on FTEK - Stock Picks).


Barron's Summaries: 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's issue includes bullish stories on Trex(TWP Quote - Cramer on TWP - Stock Picks) and Robert Half International(RHI Quote - Cramer on RHI - Stock Picks).


Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Goldman Sachs(GS Quote - Cramer on GS - Stock Picks) and Morgan Stanley(MS Quote - Cramer on MS - Stock Picks).


Latest Activist Hedge Fund Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Transmeta(TMTA Quote - Cramer on TMTA - Stock Picks), CSX(CSX Quote - Cramer on CSX - Stock Picks) and PDL BioPharma(PDLI Quote - Cramer on PDLI - Stock Picks).


Barron's Best and Worst Tech Stocks Of 2007: Barron's discussed the best and worst technology stocks for 2007 in this week's "Technology Trader" column. Some of the names mentioned were First Solar(FSLR Quote - Cramer on FSLR - Stock Picks), Baidu.com(BIDU Quote - Cramer on BIDU - Stock Picks) and Charter Communications(CHTR Quote - Cramer on CHTR - Stock Picks).


Bill Miller Of Legg Mason Stock Holdings: Barron's took a look at some of the holdings of Bill Miller's (LMOPX Quote - Cramer on LMOPX - Stock Picks)Legg Mason Opportunity Trust and (LMVTX Quote - Cramer on LMVTX - Stock Picks)Legg Mason Value Trust. Miller has recently been adding to positions in some housing stocks, including Lennar(LEN Quote - Cramer on LEN - Stock Picks) and Centex(CTX Quote - Cramer on CTX - Stock Picks).

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

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for The Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. 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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.

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