Stockpickr

This Week's Barron's Roundup

05/04/08 - 10:25 AM EDT


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 there's information on IBMIBM, Exxon MobilXOM and ChevronCVX.


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 Melco PBL EntertainmentMPEL, General DynamicsGD and Time WarnerTWX, plus a bearish piece on CiscoCSCO.


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Circuit CityCC, Enzon PharmaceuticalENZN and Bronco DrillingBRNC.


Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on VisaV, Rockwell CollinsCOL and EntergyETR.


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 Schering-PloughSGP, MBIAMBI, Valence TechnologyVLNC and Kimberly-ClarkKMB.


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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