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 - Get Report) and Diamond Offshore Drilling (DO - Get Report).
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 - Get Report) and Intel (INTC - Get Report).
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 - Get Report), Digirad (DRAD - Get Report), Office Depot (ODP) and Pier 1 Imports (PIR - Get Report).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Raytheon (RTN).
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) and Visa (V), plus bearish pieces on First Solar (FSLR) and Energy Conversion Devices (ENER).
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), Comtech Telecommunications (CMTL), American Apparel (APP) and Churchill Downs (CHDN).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Midas (MDS), R.H. Donnelley (RHDC) and Salary.com (SLRY).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on McMoRan Exploration (MMR), Skyworks Solutions (SWKS) and SunPower (SPWRA).