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) before they collapsed. Some of the names he likes now are JPMorgan Chase (JPM) and Annaly Capital Management (NLY).
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), DirecTV (DTV) and Avon Products (AVP).
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), Deckers Outdoor (DECK), New York Community Bancorp (NYB) and China Medical Technologies (CMED).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Berkshire Hathaway (BRK.B), New York Times (NYT) and Warner Music Group (WMG).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on American Oriental Bioengineering (AOB), U.S. Bancorp (USB) and Penn National Gaming (PENN).
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