This Week's 'Barron's' Roundup

Stock quotes in this article: FCX , SEB , LEN , B , NOC , XEL , CHE  

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


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 Quote) and Barnes Group(B Quote).


'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Northrop Grumman(NOC Quote) and Xcel Energy(XEL 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 Chemed(CHE Quote) and Thermo Fisher Scientific(TMO 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 Duke Energy(DUK Quote), Tim Hortons(THI Quote), Arena Pharmaceuticals(ARNA Quote) and Applied Materials(AMAT Quote).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Delta Petroleum(DPTR Quote), Saks(SKS Quote) and MathStar(MATH Quote).


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