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.Oil Bubble Picks: A Barron's article contends that the price of a barrel of crude oil may be peaking between $130 and $140. Barron's suggests going long Marathon Oil (MRO - Get Report) and ExxonMobil (XOM - Get Report).
Legg Mason Interview: Barron's interviews Harry Cohen and Scott Glasser, managers of Legg Mason Partners Appreciation Fund (SHAPX). The duo is currently bullish on Kraft (KFT) and Newfield Exploration (NFX).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Monsanto (MON).
Bullish and Bearish: Each week, Barron's publishes bullish and bearish stories on a variety of stocks, and we summarize them in this portfolio. This week, there are bullish stories on RCN (RCN), Onyx Pharmaceuticals (ONYX) and ShoreTel (SHOR).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes DayStar Technology (DSTI), Sonus Networks (SONS - Get Report) and Guaranty Financial (GFG).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on La-Z-Boy (LZB), Nvidia (NVDA) and New York Community Bancorp (NYB).
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 GE (GE), Discovery Holding (DISCA), Helix Energy (HLX) and Hologic (HOLX).