This Week's Barron's Roundup
08/24/08 - 11:32 AM EDT
James Altucher
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.
Wall Street's Best: Barron's ranks brokers by the accuracy of their buy recommendations. The top-ranking brokers are bullish on Pharmaceutical Product Development(PPDI Quote - Cramer on PPDI - Stock Picks) and Amazon.com(AMZN Quote - Cramer on AMZN - Stock Picks), and bearish on Google(GOOG Quote - Cramer on GOOG - Stock Picks) and Research In Motion(RIMM Quote - Cramer on RIMM - Stock Picks).Hedge Fund Strategies: Barron's interviews Praveen Gottipalli, director of equity investments at Symphony Asset Management. Symphony uses quantitative and fundamental principles while hedging against market risk. Gottipalli currently likes Freeport McMoRan(FCX Quote - Cramer on FCX - Stock Picks) and Apple Computer(AAPL Quote - Cramer on AAPL - Stock Picks) among others.
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 FirstEnergy(FE Quote - Cramer on FE - Stock Picks) and IntercontinentalExchange(ICE Quote - Cramer on ICE - Stock Picks), and bearish pieces on RadioShack(RSH Quote - Cramer on RSH - Stock Picks) and Garmin(GRMN Quote - Cramer on GRMN - Stock Picks).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Websense(WBSN Quote - Cramer on WBSN - Stock Picks), Panera Bread(PNRA Quote - Cramer on PNRA - Stock Picks) and True Religion Apparel(TRLG Quote - Cramer on TRLG - Stock Picks).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Abercrombie & Fitch(ANF Quote - Cramer on ANF - Stock Picks), First Solar(FSLR Quote - Cramer on FSLR - Stock Picks) and Omniture(OMTR Quote - Cramer on OMTR - Stock Picks).
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 Zoltek(ZOLT Quote - Cramer on ZOLT - Stock Picks), Calpine(CPN Quote - Cramer on CPN - Stock Picks), SandRidge Energy(SD Quote - Cramer on SD - Stock Picks) and Synta(SNTA Quote - Cramer on SNTA - Stock Picks).
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