This Week's 'Barron's' Roundup

Stock quotes in this article: MER , HSC , SYK , PSYS , HPQ , MICC , RIMM  

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.

Preferred Treatment: This Barron's article contends that some financial companies' adjustable-rate preferred shares look attractive for their secure dividends, and as a play on an outbreak of inflation. The article recommends preferred stock from companies such as Merrill Lynch(MER Quote) and HSBC Holdings(HCS Quote).


Short Ideas: Barron's interviews Mark Roberts, founder of Off Wall Street Consulting Group. His firm provides investment ideas, most of which involve short-selling, to a small number of money managers and hedge funds. Some of the stocks he thinks could fall include Stryker(SYK Quote) and Psychiatric Solutions(PSYS 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 Hewlett-Packard(HPQ Quote) and Millicom International Cellular(MICC Quote), plus a bearish take on Research In Motion(RIMM Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like LCA-Vision(LCAV Quote), Telephone & Data Systems(TDS Quote) and Maguire Properties(MPG Quote).


Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Bank of America(BAC Quote), Red Hat(RHT Quote) and St. Jude Medical(STJ 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 Goldman Sachs(GS Quote), Marvel Entertainment(MVL Quote), Och-Ziff Capital Management Group(OZM Quote) and Salix Pharmaceuticals(SLXP 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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