This Week's Barron's Roundup
06/08/08 - 10:59 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.
The Oil Oracle: Barron's interviews Arjun Murti, the Goldman Sachs energy analyst who rose to fame after his 2004 prediction that oil prices would skyrocket later in the decade proved accurate. Among Murti's bullish picks are ConocoPhillips(COP Quote - Cramer on COP - Stock Picks) and Cabot Oil & Gas(COG Quote - Cramer on COG - Stock Picks).Picking Stocks With Jim Stratton: Barron's talks with Jim Stratton, manager of the Stratton Multi-Cap Fund (STRGX). This hybrid fund invests in large-, mid- and small-cap stocks and currently has bullish bets on Mirant(MIR Quote - Cramer on MIR - Stock Picks) and General Cable(BGC Quote - Cramer on BGC - Stock Picks).
Ethanol Stock Picks: This article says ethanol producers are trading below book value and could rally in the coming year. Names mentioned include Verasun Energy(VSE Quote - Cramer on VSE - Stock Picks) and Aventine Renewable Energy(AVR Quote - Cramer on AVR - Stock Picks).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Greif(GEF Quote - Cramer on GEF - Stock Picks).
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 Alcoa(AA Quote - Cramer on AA - Stock Picks) and Automatic Data Processing(ADP Quote - Cramer on ADP - Stock Picks), and a bearish piece on Apple(AAPL Quote - Cramer on AAPL - Stock Picks).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like AutoNation(AN Quote - Cramer on AN - Stock Picks), Learning Tree(LTRE Quote - Cramer on LTRE - Stock Picks) and EnPro(NPO Quote - Cramer on NPO - Stock Picks).
Research Reports: The latest analyst research highlighted by Barron's, including reports on Ameristar Casino(ASCA Quote - Cramer on ASCA - Stock Picks), Marriott(MAR Quote - Cramer on MAR - Stock Picks) and KLA-Tencor(KLAC Quote - Cramer on KLAC - Stock Picks).
Top Insider Purchases: 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 Marchex(MCHX Quote - Cramer on MCHX - Stock Picks), Dick's Sporting Goods(DKS Quote - Cramer on DKS - Stock Picks), Enterprise Products(EPD Quote - Cramer on EPD - Stock Picks) and Pharmacylics(PCYC Quote - Cramer on PCYC - Stock Picks).
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