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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).


>To order reprints of this article, click here: Reprints

At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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