This Week's Barron's Roundup
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.
Long-Short Managers: Barron's interviews Lee Cooperman and Steven Einhorn, managers of Omega Advisors. The duo controls around $5 billion in assets, use a long-short strategy and have returned 16% annually since 1991. They favor Corning (GLW) and Sallie Mae (SLM) among others.
Undervalued & Overvalued Plays: Barron's lists 10 stocks in the S&P 500 with the lowest price-to-earnings ratios, and 10 with the highest. Among the stocks on the lists are Google (GOOG), Sears (SHLD) and XL Capital (XL).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on Anheuser-Busch (BUD), CSX (CSX) and Freeport McMoRan (FCX).
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. There is a bullish story this week on Maxim Integrated Products (MXIM), and a bearish piece on Intuitive Surgical (ISRG).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Panera Bread (PNRA), iPass (IPAS) and The Phoenix Companies (PNX).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Cisco Systems (CSCO), STMicroelectronics (STM) and Costco (COST).
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 ValueClick (VCLK), Microsoft (MSFT), US Bancorp (USB) and Jazz Pharmaceuticals (JAZZ).
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