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 - Get Report) and Annaly Capital Management (NLY - Get Report).
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 - Get Report), DirecTV (DTV - Get Report) and Avon Products (AVP - Get Report).
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 - Get Report), 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).