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), Microsoft(MSFT Quote) and Paccar(PCAR Quote).Energy Picks: Barron's says master limited partnerships look inexpensive. Some of the MLPs that Barron's favors are El Paso Pipeline(EPB Quote), Boardwalk Pipeline Partners(BWP Quote) and OneOk(OKE Quote).
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) and Pfizer(PFE Quote).
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) and Kinder Morgan Energy(KMP Quote).
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).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Brooks Automation(BRKS Quote), Unisys(UIS Quote) and Matrixx Initiatives(MTXX Quote).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on AIG(AIG Quote), SunPower(SPWR Quote) and Hartford Financial(HIG Quote) (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), Monogram Biosciences(MGRM Quote), Micromet(MITI Quote) and Titanium Metals(TIE Quote).
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,388.90 | 1,105.98 | 2,194.35 | 34.83 |
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