This Week's 'Barron's' Roundup

Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.

Advertising New Order: This Barron's article contends that the advertising market is starting to bottom and money is flowing again, but not into the traditional formats such as newspapers and broadcast TV. The new winners will likely be in alternative advertising like search engines, digital media and subscription TV. Among the stocks mentioned are Google(GOOG Quote), Yahoo!(YHOO Quote) and Time Warner(TWX Quote).

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High-Yield Powerhouses: This Barron's article says that electric utilities could offer investors returns of 10% or more in the coming year, as investors move out of faster growers and into defensive plays. Among the stocks mentioned are Edison International(EIX Quote), American Electric Power(AEP Quote) and PG&E(PCG Quote).

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Fundamental Micro Manager: Barron's talks with Robert Sullivan, manager of the no-load $76 million Satuit Capital Micro Cap Fund (SATMX). Sullivan focuses on companies with margin expansion, balance-sheet strength and cash flows. Among the stocks in his portfolio are Steve Madden(SHOO Quote), Denny's(DENN Quote) and Boots & Coots(WEL Quote).

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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 Cablevision(CVC Quote) and Nalco Holding(NLC Quote), plus a bearish piece on Winnebago Industries(WGO Quote).

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Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like American Dairy(ADY Quote), Brigham Exploration(BEXP Quote) and Facet Biotech(FACT Quote).

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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' shares. There has been interesting activity in Jazz Pharmaceuticals(JAZZ Quote), Southern Copper(PCU Quote), Starbucks(SBUX Quote) and Steak N Shake(SNS Quote).

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Research Reports: The latest analyst research highlighted by Barron's, including reports this week on 3Com(COMS Quote), XL Capital(XL Quote) and Continental Resources(CLR Quote).

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