This Week's Barron's Roundup

Looking for deep value with Defiance Asset Management, polling big investors about where the market's headed, plus much more.
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.

Deep-Value Hedge Fund Interview

:

Barron's

alks to Robert Marcin and Steve Epstein, partners at Defiance Asset Management. (Marcin also is a contributor to

TheStreet.com

.) The two are deep-value managers who manage more than $500 million, buying and shorting stocks. Their current bullish picks include

Cummins

(CMI) - Get Report

and

Skechers

(SKX) - Get Report

.

Big Money Favorites

:

Barron's

polls large institutional investors about whether they're bearish or bullish on the stock market. Their favorite stocks include

Google

(GOOG) - Get Report

and

Apple

(AAPL) - Get Report

.

Dollar Rebound Stock Losers

: If the dollar rallies, the short-dollar/long-commodity trade will decouple. A rising dollar also could hurt stocks like

Halliburton

(HAL) - Get Report

and

Freeport-McMoRan

(FCX) - 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

St. Joe

(JOE) - Get Report

,

Covidien

(COV)

and

Asbury Automotive

(ABG) - Get Report

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Yahoo!

(YHOO)

,

JetBlue

(JBLU) - Get Report

and

Peabody Energy

(BTU) - Get Report

.

Top Insider Purchases of the Week

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

Barron's

lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in

Visa

(V) - Get Report

,

eBay

(EBAY) - Get Report

,

Zumiez

(ZUMZ) - Get Report

and

E*Trade Financial

(ETFC) - Get Report

.

Latest Activist Purchases

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

Countrywide

(CFC)

,

AMR

(AMR)

and

Fisher Communications

(FSCI)

.

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;

click here

to send him an email.

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