This Week's 'Barron's' Roundup

Stock quotes in this article: YHOO , MOT , BIIB , AB , NDAQ , ENZN , OEH  

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 Quote) and Motorola(MOT 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 Biogen Idec(BIIB Quote), Nasdaq OMX Group(NDAQ Quote) and AllianceBernstein(AB Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Enzon Pharmaceuticals(ENZN Quote), Thomson Reuters(TRIN Quote) and Orient-Express Hotels(OEH Quote).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on EnerSys(ENS Quote)ValueClick(VCLK Quote) and U.S. Bancorp(USB Quote).


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 Quote), Dish Networks(DISH Quote), Valence Technology(VLNC Quote) and Loral Space & Communications(LORL Quote).


RealMoney Barometer Poll
1 What would best describe your stance heading into the coming week of trading?
Bullish
Bearish
Neutral
2 Which of these sectors do you think is set to move up in the coming week?
3 Which of these sectors do you think is set to move down in the coming week?


View the results without voting
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At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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