Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
Bond ETF Plays: This Barron's article says that bond ETFs have become an attractive alternative to traditional fixed-income mutual funds. Among the ETFs mentioned are iShares Barclays TIPS Bond ETF (TIP), SPDR Barclays Capital Convertible Bond ETF (CWB) and SPDR Barclays Capital International Treasury Bond ETF (BWX).
Undervalued Leaders: Barron's talks with Todd McCallister, managing director and portfolio co-manager of the $1.4 billion Eagle Asset Management Fund (HMCAX). McCallister looks for companies that are undervalued but in a position to knock out competitors and take market share over time. Among the stocks in his portfolio are CME Group (CME), Fiserv (FISV) and Ansys (ANSS).
Small-Cap Pacific Northwest Plays: Barron's interviews J.D. Delafield, CEO of Delafield Hambrecht, a merchant bank located in Seattle. Delafield has $40 million under management, including $18 million in the Delafield Hambrecht Partners hedge fund. The fund focuses on investing in small-cap companies located in the Pacific Northwest. Among the stocks in his portfolio are Digimarc (DMRC), Merix (MERX) and Cascade Microtech (CSCD).
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 Anadarko Petroleum (APC) and Corrections Corp. of America (CWX), plus a bearish piece on Exterran (EXH).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like GameStop (GME), Eastman Kodak (EK) and Bare Escentuals (BARE).
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 Chelsea Therapeutics International (CHTP), Owens Illinois (OI), Debt Resolve (DRSV) and KB Home (KBH).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Morgan Stanley (MS), Janus Capital Group (JNS) and Marriott International (MAR).
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