This Week's 'Barron's' Roundup

Stock quotes in this article: JPM , NLY , CNX , DTV , AVP , CXW , DECK  

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.

Large-Cap Value Player: Barron's talks with Joe Skornicka, lead manager of the Munder Large-Cap Value Fund (MUGAX), which oversees $63 million. Skornicka sold his positions in stocks such as Lehman Brothers and Citigroup(C Quote) before they collapsed. Some of the names he likes now are JPMorgan Chase(JPM Quote) and Annaly Capital Management(NLY 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 Consol Energy(CNX Quote), DirecTV(DTV Quote) and Avon Products(AVP 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 Corrections Corporation of America(CXW Quote), Deckers Outdoor(DECK Quote), New York Community Bancorp(NYB Quote) and China Medical Technologies(CMED Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Berkshire Hathaway(BRK.B Quote), New York Times(NYT Quote) and Warner Music Group(WMG Quote).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on American Oriental Bioengineering(AOB Quote), U.S. Bancorp(USB Quote) and Penn National Gaming(PENN 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
  • Loading Comments...
  •  

SHARE:

  • email
  • print
  • comment
  • digg
  • delicious
  • linkedin
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.

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.





Connect with TheStreet

Dow Jones S&P 500 NASDAQ 10-Year Note
10,226.94 1,093.07 2,154.06 34.86
Oil *
77.65
UP
203.52
UP
23.77
UP
41.62
DOWN
0.17
10 Yr
3.49%
SPDR Gold
108.19
+2.03%
+2.22%
+1.97%
-0.49%
Data delayed 20 minutes

Brokerage Partners

TheStreet Premium Services

All Services