This Week's 'Barron's' Roundup

Stock quotes in this article: DO , RIG , MA , INTC , SIRI , DRAD , PIR  

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.

Deep Profit Potential: Barron's sees opportunity in deep-water drillers as oil supplies get tighter and prices trend upward. Among the names are Transocean(RIG Quote) and Diamond Offshore Drilling(DO Quote).


Rally Fans: Barron's talks with Paul Hickey and Justin Walters, co-founders of Bespoke Investment Group. Walters and Hickey started their firm in 2007 after working for Wall Street veteran Laszlo Birinyi. The duo thinks the current market rally has legs, and they like names such as MasterCard(MA Quote) and Intel(INTC Quote).


Penny Bargains?: This Barron's article advocates selling stocks that fall below $5 a share unless you believe strongly in a company. History shows that once a stock falls below $5 a share it's difficult for it to make a comeback. Penny stocks mentioned in this piece include Sirius XM Radio(SIRI Quote), Digirad(DRAD Quote), Office Depot(ODP Quote) and Pier 1 Imports(PIR Quote).


'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Raytheon(RTN 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 Amazon.com(AMZN Quote) and Visa(V Quote), plus bearish pieces on First Solar(FSLR Quote) and Energy Conversion Devices(ENER 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' shares. There has been interesting activity in Loral Space & Communications(LORL Quote), Comtech Telecommunications(CMTL Quote), American Apparel(APP Quote) and Churchill Downs(CHDN Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Midas(MDS Quote), R.H. Donnelley(RHDC Quote) and Salary.com(SLRY Quote).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on McMoRan Exploration(MMR Quote), Skyworks Solutions(SWKS Quote) and SunPower(SPWRA 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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