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 Steve Tananbaum from GoldenTree Asset Management. Tananbaum is a value investor who oversees $14 billion in assets, much of it in hedge funds. He's currently bullish on
Time Warner
(TWX)
and
Liberty Global
(LBTYA) - Get Report
.
:
Barron's
spoke with Chuck Bath, managing director of equities and fund manager of the
Diamond Hill Investments Large-Cap Fund
(DHLAX). He's currently bullish on
United Technologies
undefined
,
Anadarko
(APC) - Get Report
and
Sysco
(SYY) - Get Report
among others.
: Each week
Barron's
has bullish and bearish stories on a variety of stocks. We present the summaries in this portfolio. This week's issue includes a bullish story on
Kimberly-Clark
(KMB) - Get Report
and
(GOOG) - Get Report
and a bearish piece on
Baidu.com
(BIDU) - Get Report
.
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Lifeway Foods
(LWAY) - Get Report
,
General Electric
(GE) - Get Report
and
Yum! Brands
(YUM) - Get Report
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
list the top purchases and we take it one step further by telling you who is purchasing. Some interesting activity in stocks like
Discover Financial Services
(DFS) - Get Report
,
Northern Oil and Gas
(NOG) - Get Report
,
Revlon
(REV) - Get Report
and General Electric.
: Which companies are the top hedge funds chasing after? This week's list includes names like
Jackson Hewitt
(JTX)
,
Bon Ton Stores
(BONT)
and
Bear Stearns
(BSC)
.
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although holdings may change at any time.
James Altucher is president of
LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the
Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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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