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This Week's Barron's Roundup

05/18/08 - 10:56 AM EDT

James Altucher

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.

Confessions of a Short-Seller: Barron's talks with Doug Kass, president of Seabreeze Partners Management, a hedge fund with about $200 million in short positions. Kass also is a contributor to TheStreet.com. He currently has bearish bets on KelloggK, Berkshire HathawayBRK.A and FastenalFAST.


Going International: Barron's interviews Virginie Maisonneuve, head of global and international equities at Schroder Investment Management. Maisonneuve currently oversees $22 billion, which includes 52% of Vanguard's International Growth Fund (VWIGX). She likes SyngentaSYT and Arcelor MittalMT.


Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on CloroxCLX.


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 Kraft FoodsKFT, East West BancorpEWBC and OracleORCL, plus a bearish piece on Agfeed IndustriesFEED.


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Top ShipsTOPS, TranswitchTXCC and AutoNationAN.


Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on ClearwireCLWR, Barr PharmaBRL and Rodman & RenshawRODM.


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 Bristol-Myers SquibbBMY, Enterprise ProductsEPD, American Capital StrategiesACAS and ev3EVVV.


At the time of publication, Altucher and/or his fund had no holdings of 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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