Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
Miller Time: This Barron's article says that Bill Miller's Legg Mason Value Trust (LMVTX) is worth a fresh look after a disappointing run. Among the stocks mentioned are eBay(EBAY Quote), AES(AES Quote), Goldman Sachs(GS Quote) and NYSE Euronext(NYX Quote).Auto Zone: Barron's talks with John Murphy, lead U.S. automotive analyst at Bank of America/Merrill Lynch. Murphy is bullish on select domestic vehicle producers that will benefit from the demise of Chrysler and General Motors, and he likes auto-dealership stocks that will benefit as aging vehicles need to be replaced. Among the stocks mentioned are Ford Motor(F Quote), AutoNation(AN Quote) and Group 1 Automotive(GPI 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 bearish stories on Energizer(ENR Quote) and U.S. Steel(X Quote), plus a bullish piece on McGraw-Hill(MHP Quote).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Thor Industries(THO Quote), ConocoPhillips(COP Quote) and Duke Energy(DUK Quote).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Sepracor(SEPR Quote), SIGA Technologies(SIGA Quote) and Famous Dave's of America(DAVE 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 shares, and we build a portfolio with those companies' stocks. There has been interesting activity in Enterprise Products(EPD Quote), Saic(SAI Quote), Threshold Pharmaceuticals(THLD Quote) and Stericycle(SRCL Quote).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Goldman Sachs, Mosaic(MOS Quote) and AU Optronics(AUO Quote).
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The Big Picture
| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,058.64 | 1,070.52 | 2,150.87 | 36.33 |
Oil *
72.02
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UP
150.25
|
UP
13.78
|
UP
24.82
|
UP
0.41
|
10 Yr
3.63%
SPDR Gold
105.45
|
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+1.52%
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+1.30%
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+1.17%
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+1.14%
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