This Week's Barron's Roundup

Stock quotes in this article: LEN , C , LGBT , PEIX , CNI , LULU  

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.

Adventures With Jim: Barron's talks with legendary investor Jim Rogers, author of Adventure Capitalist. He's currently bearish on Lennar (LEN Quote) and Citigroup (C Quote), and bullish on Japan Airlines(JALSY.PK Quote) among others.


Cascade Fund Holdings: Barron's looks at the current holdings of Bill Gates' 14-year-old investment fund, Cascade Investments. Gates has a stake in stocks like PlanetOut(LGBT Quote), Pacific Ethanol(PEIX Quote) and Canadian National Railway (CNI 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 stories on General Electric (GE Quote) and Valero Energy (VLO Quote), and a bearish piece on Lululemon Athletic (LULU Quote).


Speaking Of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Washington Mutual (WM Quote) and more.


Research Reports: The latest analyst research reports highlighted by Barron's. This week's list includes First Marblehead (FMD Quote), Dell (DELL Quote) and Agrium (AGU 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 CROCS (CROX Quote), Titanium Metals (TIE Quote), Philip Morris (PM Quote) and Morgan Stanley(MS Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Coinstar (CSTR Quote), Thornburg Mortgage (TMA Quote) and Silicon Storage Technology (SSTI Quote).


RealMoney Barometer Poll
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?
3 Which of these sectors do you think is set to move down in the coming week?


View the results without voting
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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 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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