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.
:
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
.
: 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
.
: 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
.
: 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
.
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
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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