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.
Profiting With Heartland Values: Barron's interviews Brad Evans, lead manager of Heartland Value Plus (HRVIX). The fund is up 9.5% for the first half of 2008 and has five-star ratings from Morningstar. Among the stocks he favors are Cimarex Energy (XEC - Get Report) and Asset Acceptance Capital (AACC).
Halftime Show: Barron's gives itself a report card on its picks and pans for the first half of 2008. Barron's made correct calls on Marvell Technology (MRVL) and Dynegy (DYN - Get Report) and a wrong one on American International Group (AIG - Get Report).
Speaking of Dividends: This column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Cummins (CMI - Get Report) and Walgreen Company (WAG).
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 Nasdaq OMX (NDAQ), Diageo (DEO) and Qualcomm (QCOM).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Third Wave Technologies (TWTI), Take-Two Interactive (TTWO) and Barrier Therapeutics (BTRX).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Zions Bancorp. (ZION), Deckers Outdoor (DECK) and AutoZone (AZO).
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 Copart (CPRT), Hovnanian (HOV), Isle of Capri Casinos (ISLE) and GeoResources (GEOI).