This Week's 'Barron's' Roundup

Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each week, James Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.

Cheap Growth: Barron's speaks with Matthew McCormick, portfolio manager and banking analyst at Bahl & Gaynor Investment Counsel. His company focuses on investing in large-cap growth stocks that make things people need rather than things they want. He likes AT&T(T Quote), Becton Dickinson(BDX Quote) and Johnson & Johnson(JNJ Quote), among others.

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'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on Macy's(M Quote) and Motorola(MOT Quote).

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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 UnitedHealth Group(UNH Quote), NetApp(NTAP Quote) and General Electric(GE Quote).

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Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like NRG Energy(NRG Quote), Toreador Resources(TRGL Quote) and Online Resources(ORCC Quote).

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Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Monster Worldwide(MWW Quote), Humana(HUM Quote) and Valmont Industries(VMI Quote).

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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 Seagate Technology(STX Quote), Johnson Controls(JCI Quote), Caterpillar(CAT Quote) and Southern Copper(PCU Quote).

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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? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities 3 Which of these sectors do you think is set to move down in the coming week? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities View the results without voting