This Week's 'Barron's' Roundup
Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
Top Dog Stock Picks: Barron's shares some top picks from big investors who attended a recent investment conference in Chicago. Among the names mentioned are Apple (AAPL - Get Report), Core Mark Holding (CORE - Get Report) and Freeport McMoRan Copper & Gold (FCX - Get Report).
Small-Cap Growth Manager: Barron's talks with Ryan Crane, manager of the $44 million Houston-based Stephens Small Cap Growth Fund (STSGX). Currently, Crane sees opportunity in small-cap growth companies that operate in such areas as business services, health care and manufacturing. Among the stocks in his portfolio are Cybersource (CYBS), VistaPrint (VPRT) and EPIQ Systems (EPIQ - 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 Allstate (ALL), Home Depot (HD - Get Report) and the United States Natural Gas Fund (UNG), plus a bearish piece on Apple (AAPL - Get Report).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Simon Property Group (SPG).
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' shares. There has been interesting activity in Hewlett Packard (HPQ), Brigham Exploration (BEXP), Oculus Innovative Sciences (OCLS) and Air Transport Services Group (ATSG).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like PetSmart (PETM), Terra Industries (TRA) and Visteon (VSTN).
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Navistar (NAV), American Express (AXP) and MasTec (MTX).
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