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.
Hedge Fund Flavor: Barron's talked with Emmanuel Ferreira, portfolio manager of the $1.3 billion Oppenheimer Quest Opportunity Value Fund(OVOPX Quote) . Ferreira runs the fund like a hedge fund without the leverage. Some of the names he likes include Google(GOOG Quote)), Research In Motion(RIMM Quote)) and Take-Two Interactive Software(TTWO Quote)).Speaking Of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Pharmaceutical Product Development (PPDI Quote)) and Automatic Data Processing(ADP Quote)).
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 American Express(AXP Quote), Colgate Palmolive(CL Quote) and Charles Schwab(SCHW Quote)).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Diebold(DBD Quote)), Rowan(RDC Quote)) and Elizabeth Arden(RDEN Quote)).
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Macy's(M Quote)), Titanium Metals(TIE Quote)) and Salesforce.com(CRM Quote)).
Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists companies in which managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in Corning(GLW Quote)), Monster(MNST Quote)), Herbalife>(HLF Quote)) and Allergan>(AGN Quote)) .
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