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.
George Putnam's Stock Picks & Pans
:
Barron's
has an interesting interview with George Putnam III, the author of "The Turnaround Letter" and the grandson of the founder of Putnam Investments. He's bullish on names like
JDS Uniphase
(JDSU)
and
Conexant Systems
(CNXT) - Get Report
, and bearish on
Washington Mutual
(WM) - Get Report
and
FirstFed Financial
( FED).
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists stocks where company insiders have made recent purchases, and we build a portfolio of those stocks. There has been interesting activity in
IMAX
(IMAX) - Get Report
,
Copart
(CPRT) - Get Report
and
Thor Industries
(THO) - Get Report
.
: Each week,
Barron's
has bullish and bearish stories on a variety of stocks. We present summaries of those articles in this portfolio. This week's
Barron's
had bullish stories on
Fuel Tech
(FTEK) - Get Report
and
CVS Caremark
(CVS) - Get Report
.
: The latest analyst research reports highlighted by
Barron's
. This week, there were reports on
eBay
(EBAY) - Get Report
,
Palm
( PALM) and
Energy Conversion
( ENER).
Latest Activist Hedge Fund Purchases
: Which companies are the top hedge funds chasing? This week¿s list includes names like
I2 Technologies
( ITWO) and
Denny¿s
(DENN) - Get Report
.
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.
TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.