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.
Cuba Trade Plays: Barron's examines some ways to play Cuba now that the U.S. is making moves to relax its 47-year-old trade embargo against the island nation. Among the names are Freeport McMoRan (FCX - Get Report), Seaboard (SEB - Get Report) and Lennar (LEN - Get Report).
Old-Fashioned Value Investors: Barron's talks with J. Dennis Delafield and Vincent Sellecchia of Delafield Asset Management. The two are old-fashioned value investors who focus on small cap stocks, and they run the $480 million Delafield Fund (DEFIX). Among the names they like are Flextronics International (FLEX) and Barnes Group (B - Get Report).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Northrop Grumman (NOC - Get Report) and Xcel Energy (XEL - 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 Chemed (CHE - Get Report) and Thermo Fisher Scientific (TMO).
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 Duke Energy (DUK), Tim Hortons (THI), Arena Pharmaceuticals (ARNA) and Applied Materials (AMAT).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Delta Petroleum (DPTR), Saks (SKS) and MathStar (MATH).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on IMAX (IMAX), JetBlue Airways (JBLU) and Wal-Mart (WMT).