This Week's Barron's Roundup
Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each weekend, James Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.
Credit Suisse Analyst Chris Ceraso's Picks
: In this week's
Barron's
, Chris Ceraso offers his take on the auto industry. Some names he likes are
Johnson Controls
(JCI) - Get Report
and
Daimlerchrysler
(DAI)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week, there's news on
Buckle
(BKE) - Get Report
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists the stocks that company managers are buying, and we build a portfolio with those stocks. There's been interesting activity in stocks like
Barnes & Noble
(BKS) - Get Report
,
Pep Boys
(PBY) - Get Report
and
General Growth Properties
(GGP)
.
: This week's
Barron's
highlights a strategy to buy options on gold stocks and sell options on the Philadelphia Stock Exchange Gold and Silver Index. Some names mentioned were
Newmont Mining
(NEM) - Get Report
and
Barrick Gold
(ABX)
.
: Each week,
Barron's
has bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week's issue features a bullish story on
BMW
(BMW.DE)
and a bearish piece on
(GOOG) - Get Report
.
: The latest analyst research reports highlighted by
Barron's
, including reports on
Sotheby's
(BID) - Get Report
,
Charles Schwab
(SCHW) - Get Report
and
Callaway Golf
(ELY) - Get Report
.
Latest Activist Hedge Fund Purchases
: Which companies are hedge funds chasing? This week's list includes names like
Wendy's International
(WEN) - Get Report
and
BEA Systems
(BEAS)
.
: Mike Santoli offers up some interesting plays on private equity. He favors
Blackstone Group
(BX) - Get Report
and
Fortress Investment Group
(FIG)
, among others.
Barron's Leveraged Buyout Take
:
Barron's
offers its opinion on which leveraged buyouts will close and which will fall apart. It predicets the
First Data
(FDC) - Get Report
and
Hilton Hotels
(HLT) - Get Report
deals will get done, while
TXU's
(TXU)
could have problems.
At the time of publication, Altucher and/or his fund had no holdings in stocks mentioned, although positions may change at any time.
James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for
The Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$h
. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;
to send him an email.
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