This Week's 'Barron's' Roundup

Stock quotes in this article: GE , AAPL , GOOG , NFLX , SLB , MO , COH  

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.

Big-Money Bulls: For this article, Barron's polled America's biggest professional money managers. They are bullish or very bullish about the stock market for 2009. Among the names they like are General Electric(GE Quote) and Apple(AAPL Quote). The pros think Google(GOOG Quote) and Netflix(NFLX Quote) are overvalued, however.


Hard-Asset Bull: Barron's talks with Jason DeSena Trennert, the managing partner and chief investment strategist at Strategas Research Partners in New York. Trennert thinks inflation is coming and investors should be in stocks backed by hard assets. Among the names he likes are Schlumberger(SLB Quote) and Altria Group(MO Quote).


'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Coach(COH Quote) and Southern Company(SO 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(AMZN Quote), General Mills(GIS Quote) and Suncor Energy(SU 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 Hansen Medical(HNSN Quote), Cell Genesys(CELG Quote), National Beverage(FIZZ Quote) and Meridian Biosciences(VIVO Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Whole Foods Market(WFMI Quote), Bookham(BKHM Quote) and United Rentals(URI Quote).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Caterpillar(CAT Quote), Oracle(ORCL Quote) and Johnson Controls(JCI 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 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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