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.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week's issue includes some news on
DuPont
(DD) - Get Report
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists the stocks where managers or officials are buying, and we build a portfolio of those stocks. There has been interesting activity in stocks like
Thornburg Mortgage
(TMA)
,
Coldwater Creek
(CWTR)
,
GE
(GE) - Get Report
and
Sharper Image
(SHRP)
.
: 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's a bullish story on
FMC
(FMC) - Get Report
and a bearish take on
PetroChina
(PTR) - Get Report
.
: The latest analyst research reports highlighted by
Barron's
. This week there are reports on
Apple
(AAPL) - Get Report
,
Amazon.com
(AMZN) - Get Report
and
Merrill Lynch
(MER)
.
Latest Activist Hedge Fund Purchases
: Which companies are the top hedge funds chasing? This week's list includes names like
Accredited Home Lenders
(LEND) - Get Report
and
Websense
(WBSN)
.
:
Barron's
interviews hedge fund managers and investment professionals on what tech stocks they like and don't like right now. The pros pick
(GOOG) - Get Report
and
Nokia
(NOK) - Get Report
and pan
NVIDIA
(NVDA) - Get Report
, among others.
:
Barron¿s
continues to be bearish on the brokerage stocks. This week¿s issue highlights a slew of reasons to avoid names like
Lehman Brothers
(LEH)
and
Bear Stearns
(BSC)
.
:
Barron's
has an interesting interview with Susan Byrne, chairman and chief investment offficer of
Westwood Holdings
(WHG) - Get Report
. She focuses on large-cap value and currently likes
Oracle
(ORCL) - Get Report
and
Cisco
(CSCO) - Get Report
(CSCO).
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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