This Week's 'Barron's' Roundup

Stock quotes in this article: DUK , BEN , XLE , ENOC , AMSC , ENER , ADBE  

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' Picks: Barron's presents the second installment of its annual New York roundtable with professional money managers. Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen weigh in on Duke Energy(DUK Quote), Franklin Resources(BEN Quote) and the Energy Select Sector(XLE Quote).


Obama Greenhouse Gas Plays: This Barron's article discusses how Obama strongly supports "cap and trade," a market-based system designed to cut emissions of greenhouse gasses. Some companies that could benefit include EnerNOC(ENOC Quote), American Superconductor(AMSC Quote) and Energy Conversion Devices(ENER Quote).


Powder Dry: Barron's speaks with Julie Lang Kirkpatrick, portfolio manager of Lang Asset Management. Most of the accounts Kirkpatrick manages are now largely in cash, but she is looking at investing in names like Adobe Systems(ADBE Quote) and Sybase(SY Quote).


Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Monsanto(MON Quote) and Linear Technology(LLTC 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 bearish stories on Martin Marietta(MLM Quote) and Vulcan Materials(VMC Quote), plus a bullish piece on Keycorp(KEY Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Whole Foods Market(WFMI Quote), Neurobiological Technologies(NTII Quote) and Johnson Outdoors(JOUT Quote)


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Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Expeditors International of Washington(EXPD Quote), Wendy's Arby's Group(WEN Quote) and Accenture(ACN 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 AnnTaylor Stores(ANN Quote), Travelzoo(TZOO Quote), Penwest Pharmaceuticals(PPCO Quote) and Vical(VICL 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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