Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
Bullion Buys: This Barron's article says a pullback in gold of 10% to 20% could happen in the near term, but gold bulls think the yellow metal could double in the coming years as the deficit widens, the dollar falls and inflation arrives. Among the stocks mentioned are Gold Fields(GFI Quote), Newmont Mining(NEM Quote), Yamana Gold(AUY Quote) and Goldcorp(GG Quote).Range-Bound Player: Barron's talks with Vitaliy N. Katsenelson, director of research and portfolio manager at Investment Management Associates. Katsenelson believes that the market is going to stay range-bound because price-to-earnings ratios are under attack. Among the stocks in his portfolio are Vodafone(VOD Quote) and Carefusion(CFN 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 Monster Worldwide(MWW Quote), Charles Schwab(SCHW Quote) and Yahoo!(YHOO Quote).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Philip Morris International(PM Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Viacom(VIA Quote), Supertex(SUPX Quote) and Atlas Air Worldwide(AAWW 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' shares. There has been interesting activity in eDiets.com(DIET Quote), Georesources(GEOI Quote), Neurometrix(NURO Quote) and UDR(UDR Quote).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Oracle(ORCL Quote), Oshkosh(OSK Quote) and Key Energy Services(KEG Quote).
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,309.92 | 1,091.49 | 2,138.44 | 32.31 |
Oil *
77.12
|
|
DOWN
154.48
|
DOWN
19.14
|
DOWN
37.61
|
DOWN
0.48
|
10 Yr
3.23%
SPDR Gold
115.06
|
|
-1.48%
|
-1.72%
|
-1.73%
|
-1.46%
|
Data delayed 20 minutes |














