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), Core Mark Holding (CORE) and Freeport McMoRan Copper & Gold (FCX).
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).
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) and the United States Natural Gas Fund (UNG), plus a bearish piece on Apple (AAPL).
'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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