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 Quote) and Asset Acceptance Capital(AACC Quote).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 Quote) and Dynegy(DYN Quote) and a wrong one on American International Group(AIG Quote).
Speaking of Dividends: This column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Cummins(CMI Quote) and Walgreen Company(WAG Quote).
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 Quote), Diageo(DEO Quote) and Qualcomm(QCOM Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Third Wave Technologies(TWTI Quote), Take-Two Interactive(TTWO Quote) and Barrier Therapeutics(BTRX Quote).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Zions Bancorp.(ZION Quote), Deckers Outdoor(DECK Quote) and AutoZone(AZO Quote).
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 Quote), Hovnanian(HOV Quote), Isle of Capri Casinos(ISLE Quote) and GeoResources(GEOI Quote).
![]() |
- Loading Comments...
- Loading Comments...
Featured Photo Galleries
| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,270.47 | 1,093.48 | 2,167.88 | 34.29 |
Oil *
75.55
|
|
UP
73.00
|
UP
6.24
|
UP
18.86
|
DOWN
0.17
|
10 Yr
3.43%
SPDR Gold
109.74
|
|
+0.72%
|
+0.57%
|
+0.88%
|
-0.49%
|
Data delayed 20 minutes |















