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.Famous Raider: Barron's speaks with corporate raider and hedge fund manager Carl Icahn, chairman of Icahn Associates. Icahn says his hedge fund has a big cash position and that he sees opportunity in senior debt and some equities. Stocks he likes include Yahoo! (YHOO - Get Report) and Motorola (MOT).
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 Biogen Idec (BIIB - Get Report), Nasdaq OMX Group (NDAQ - Get Report) and AllianceBernstein (AB - Get Report).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Enzon Pharmaceuticals (ENZN - Get Report), Thomson Reuters (TRIN) and Orient-Express Hotels (OEH).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on EnerSys (ENS) ValueClick (VCLK) and U.S. Bancorp (USB).
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 Thornburg Mortgage (TMA), Dish Networks (DISH), Valence Technology (VLNC) and Loral Space & Communications (LORL).