This Week's 'Barron's' Roundup

Stock quotes in this article: SPG , VNO , PLD , KIM , PSA , WYNN , NILE  

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.

Commercial Property Survivors: Barron's separates the winners from the losers in the commercial property market. Among the names that could emerge victorious are Simon Property Group(SPG Quote), Vornado Realty Trust(VNO Quote) and Public Storage(PSA Quote). The risky plays include Kimco Realty(KIM Quote) and ProLogis(PLD Quote).


Interesting Market Plays: Barron's talks with Ron Baron, chairman and CEO of Baron Capital Group. Baron sees investment opportunities in sectors like energy, technology, education and gaming. Among his picks are Morningstar(MORN Quote), Wynn Resorts(WYNN Quote) and Blue Nile(NILE Quote).


Minnesota Bull: Barron's talks with William B. Frels, co-manager of the Mairs and Power Growth Fund (MPGFX). The $1.4 billion growth fund is chock full of Minnesota companies, which tend to outperform the broader market. Among the names he likes are 3M(MMM Quote), Fastenal(FAST Quote) and Medtronic(MDT 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 Clorox(CLX Quote), Mentor Graphics(MENT Quote) and Schlumberger(SLB 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 Huntington Bancshares(HBAN Quote), Genzyme(GENZ Quote), Cryo-Cell(CCEL Quote) and Marriott International(MAR Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Mindspeed Technologies(MSPD Quote), Life Time Fitness(LTM Quote) and GSI Group(GSIG Quote).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Qualcomm(QCOM Quote), Humana(HUM Quote) and Boardwalk Pipeline Partners(BWP 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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.

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