This Week's Barron's Roundup

Talking biotech with Janus' Tony Yao, recession-proof mutual funds and utilities that are poised to surge.
By James Altucher ,

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.

Biotech Analyst Interview

:

Barron's

talks with Tony Yao, biotech analyst for

Janus Capital

(JNS)

. Among his bullish picks are

Celgene

(CELG) - Get Report

and

Allergan

(AGN) - Get Report

.

Top 10 Mutual Funds for a Recession

:

Barron's

compiled a list of all-star mutual funds that investors should consider during tough times. They include Permanent Portfolio Fund (PRPFX), Sentinel Capital Growth (BRGRX) and James Balanced: Golden Rainbow Fund (GLRBX).

High-Yielding Utility Stock Picks

: This article says shares of the largest regulated utilities could advance by 10% to 15% in the next year, as profits grow and dividends rise. Names mentioned include

PG&E

(PCG) - Get Report

and

Wisconsin Energy

(WEC) - Get Report

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Buffalo Wild Wings

(BWLD)

,

Las Vegas Sands

(LVS) - Get Report

and

O'Reilly Automotive

(ORLY) - Get Report

.

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

Wyeth

( WYE),

DryShips

(DRYS) - Get Report

and

MBIA

(MBI) - Get Report

.

Top Insider Purchases of the Week

: Insider purchases are a lot more predictive than insider selling.

Barron's

lists the companies where managers are buying stock. There has been interesting activity in

3Com

( COMS),

Enterprise Products

(EPD) - Get Report

,

Corcept Therapeutics

(CORT) - Get Report

and

Jabil Circuit

(JBL) - Get Report

.

Latest Activist Purchases

: Which companies are the top hedge funds chasing? This week's list includes names like

Silicon Graphics

( SGIC),

Bluefly

(BFLYD)

and

Alliance Data Systems

(ADS) - Get Report

.

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At the time of publication, Altucher and/or his fund had no holdings of 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;

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