This Week's 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.

Deep-Value Hedge Fund Interview: Barron's alks to Robert Marcin and Steve Epstein, partners at Defiance Asset Management. (Marcin also is a contributor to TheStreet.com.) The two are deep-value managers who manage more than $500 million, buying and shorting stocks. Their current bullish picks include CumminsCMI and SkechersSKX.

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Big Money Favorites: Barron's polls large institutional investors about whether they're bearish or bullish on the stock market. Their favorite stocks include GoogleGOOG and AppleAAPL.

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Dollar Rebound Stock Losers: If the dollar rallies, the short-dollar/long-commodity trade will decouple. A rising dollar also could hurt stocks like HalliburtonHAL and Freeport-McMoRanFCX.

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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 stories on St. JoeJOE, CovidienCOV and Asbury AutomotiveABG.

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Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Yahoo!YHOO, JetBlueJBLU and Peabody EnergyBTU.

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Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in VisaV, eBayEBAY, ZumiezZUMZ and E*Trade FinancialETFC.

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Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like CountrywideCFC, AMRAMR and Fisher CommunicationsFSCI.

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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