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.
Cash Is King: Barron's says investors should take advantage of the market selloff and look for companies with strong balance sheets. Some of the cash-rich companies Barron's likes are Apple(AAPL Quote - Cramer on AAPL - Stock Picks), Microsoft(MSFT Quote - Cramer on MSFT - Stock Picks) and Paccar(PCAR Quote - Cramer on PCAR - Stock Picks).Energy Picks: Barron's says master limited partnerships look inexpensive. Some of the MLPs that Barron's favors are El Paso Pipeline(EPB Quote - Cramer on EPB - Stock Picks), Boardwalk Pipeline Partners(BWP Quote - Cramer on BWP - Stock Picks) and OneOk(OKE Quote - Cramer on OKE - Stock Picks).
Value Team: Barron's talks with the team at Sound Shore Fund (SSHFX). Managers James Clark, Harry Burn, John DeGulis and T. Gibbs Kane run a value shop with around $7 billion under management. Their picks include Credit Suisse(CS Quote - Cramer on CS - Stock Picks) and Pfizer(PFE Quote - Cramer on PFE - Stock Picks).
Speaking Of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on United Technologies(UTX Quote - Cramer on UTX - Stock Picks) and Kinder Morgan Energy(KMP Quote - Cramer on KMP - Stock Picks).
Bullish and Bearish: Each week, Barron's publishes bullish and bearish stories on a variety of stocks (and sometimes, market indices). We present summaries of those stories in this portfolio. This week, there are bullish stories on the Dow and RealNetworks(RNWK Quote - Cramer on RNWK - Stock Picks).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Brooks Automation(BRKS Quote - Cramer on BRKS - Stock Picks), Unisys(UIS Quote - Cramer on UIS - Stock Picks) and Matrixx Initiatives(MTXX Quote - Cramer on MTXX - Stock Picks).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on AIG(AIG Quote - Cramer on AIG - Stock Picks), SunPower(SPWR Quote - Cramer on SPWR - Stock Picks) and Hartford Financial(HIG Quote - Cramer on HIG - Stock Picks) (HIG).
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 Wynn Resorts(WYNN Quote - Cramer on WYNN - Stock Picks), Monogram Biosciences(MGRM Quote - Cramer on MGRM - Stock Picks), Micromet(MITI Quote - Cramer on MITI - Stock Picks) and Titanium Metals(TIE Quote - Cramer on TIE - Stock Picks).
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