This Week's 'Barron's' Roundup

Stock quotes in this article: PNC , KALU , MSFT , AEM , EXC , ETR , STT  

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.

Pros' Opinions: Barron's presents the first installment of its annual New York roundtable discussion with investment experts. Fred Hickey and Meryl Witmer like Kaiser Aluminum(KALU Quote), Microsoft(MSFT Quote) and Agnico-Eagle Mines(AEM Quote).


Bank On It: This Barron's article says banks will have a tough year but that some bank stocks could rise dramatically from currently depressed levels. Names include PNC Financial(PNC Quote) and State Street(STT Quote).


Power Plays: This Barron's article says nuclear-power giants are set to soar higher due to President-elect Barack Obama's plans to invest $150 billion over 10 years in clean energy. Companies that could benefit include Exelon(EXC Quote) and Entergy(ETR Quote).


Europe's High-Yielders: Barron's says dividend-paying stocks are back in vogue and the best way to play them is with Europe's high-yielders. Some of the names they like are Deutsche Telekom(DT Quote) and Telefonica(TEF Quote).


Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Citigroup(C Quote) and Boeing(BA 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 Physicians Capital(ACAP Quote) and Thermo Fisher Scientific(TMO Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Barnes & Noble(BKS Quote), Home Inns & Hotels Management(HMIN Quote) and 99 Cents Only Stores(NDN Quote).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Google(GOOG Quote), Archer Daniels Midland(ADM Quote) and Idexx Laboratories(IDXX 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 Wynn Resorts(WYNN Quote), Monogram Biosciences(MGRM Quote), Superior Well Services(SWSI Quote) and Hormel Foods(HRL 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 in 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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.

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