The 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.

Exposed to Bear Stearns: This Barron's article identifies mutual funds with significant holdings of Bear Stearns'(BSC Quote) common stock. They include the Legg Mason Value Trust (LMVFX) and the Putnam Fund for Growth & Income (PGRWX).

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Talking to Fairholme's Chief: Barron's interviews Bruce Berkowitz, who as president of Fairholme Fund (FAIRX) and CEO of Fairholme Capital Management oversees around $9 billion in assets. He currently favors Sears Holdings(SHLD Quote) and WellCare Health Plans(WCG Quote).

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Technology M&A Picks: Barron's "Technology Trader" column highlights some software companies that could be ripe for takeovers because of lagging share prices. Names mentioned include Tibco Software(TIBX Quote) and BladeLogic(BLOG Quote).

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Research Reports: The latest analyst research reports highlighted by Barron's including reports on Google(GOOG Quote), Piper Jaffray(PJC Quote) and Texas Instruments(TXN Quote).

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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 articles on G-III Apparel(GIII Quote) and Perry Ellis International(PERY Quote), and a bearish piece on National Financial Partners(NFP Quote).

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Top Insider Purchases: Insider purchases are a lot more predictive than insider selling. Barron's lists the companies where managers are buying, and we build a portfolio with their stocks. There has been interesting activity in ConAgra Foods(CAB Quote), Lions Gate Entertainment(LGF Quote), GE(GE Quote) and Psychiatric Solutions(PSYS Quote).

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Latest Activist Hedge Fund Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Fremont General(FMT Quote), Building Materials(BLG Quote) and Vaalco Energy(EGY Quote).

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1 What would best describe your stance heading into the coming week of trading? Bullish Bearish Neutral 2 Which of these sectors do you think is set to move up in the coming week? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities 3 Which of these sectors do you think is set to move down in the coming week? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities View the results without voting