This Week's 'Barron's' Roundup

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), Seaboard(SEB) and Lennar(LEN).

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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).

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'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Northrop Grumman(NOC) and Xcel Energy(XEL).

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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) and Thermo Fisher Scientific(TMO).

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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).

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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).

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Research Reports: The latest analyst research highlighted by Barron's, including reports this week on IMAX(IMAX), JetBlue Airways(JBLU) and Wal-Mart(WMT).

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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? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities 3 Which of these sectors do you think is set to move down in the coming week? --Choose One--Aerospace and DefenseAirlinesAutomobilesBeverages and Food ProductsBiotechnologyCommercial BanksComputers and PeripheralsConsumer NondurablesEnergy Equipment & ServicesHMOs and HospitalsHomebuildingInsuranceIntegrated OilInternet, Software ServicesInvestment Bankers and BrokersMediaMultiline RetailPharmaceuticalsPrecious MetalsSemis, Semi EquipmentTelecom EquipmentTobacco and AlcoholWireless CommunicationsUtilities View the results without voting

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