This Week's 'Barron's' Roundup

BY Stockpickr Staff | 10/18/09 - 09:52 AM EDT

Stock quotes in this article: APC, TIP, CWB, BWX

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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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