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.
Talking to a Hedge Fund Manager: Barron's spoke with Tom Claugus, manager at Bay Resource Partners. He's currently bullish on NII(NIHD Quote) and Canadian Natural Resources(CNQ Quote), and bearish on Crocs(CROX Quote).Speaking Of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week week there's information on Raytheon(RTN Quote) among others.
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Bear Stearns(BSC Quote), Sirius(SIRI Quote) and TiVo(TIVO 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 articles on Google(GOOG Quote), Fiserv(FISV Quote) and Altria(MO 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, and we build a portfolio of those companies' stocks. There has been interesting activity in stocks like China Security & Surveillance(CSR Quote), Nortel Networks(NT Quote), DaVita(DVA Quote) and Vail Resorts(MTN Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like New York Times(NYT Quote), Premier Exhibitions(PRXI Quote) and Building Materials(BLG Quote).
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,471.58 | 1,108.86 | 2,175.81 | 32.75 |
Oil *
79.69
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UP
126.74
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UP
13.23
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UP
31.21
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UP
0.74
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10 Yr
3.28%
SPDR Gold
117.38
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+1.23%
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+1.21%
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+1.46%
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+2.31%
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