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.

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 Quote), SPDR Barclays Capital Convertible Bond ETF(CWB Quote) and SPDR Barclays Capital International Treasury Bond ETF(BWX Quote).

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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 Quote), Fiserv(FISV Quote) and Ansys(ANSS Quote).

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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 Quote), Merix(MERX Quote) and Cascade Microtech(CSCD 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 Anadarko Petroleum(APC Quote) and Corrections Corp. of America(CWX Quote), plus a bearish piece on Exterran(EXH Quote).

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Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like GameStop(GME Quote), Eastman Kodak(EK Quote) and Bare Escentuals(BARE 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 Chelsea Therapeutics International(CHTP Quote), Owens Illinois(OI Quote), Debt Resolve(DRSV Quote) and KB Home(KBH Quote).

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Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Morgan Stanley(MS Quote), Janus Capital Group(JNS Quote) and Marriott International(MAR Quote).

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