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 there's information on
IBM
(IBM) - Get Report
,
Exxon Mobil
(XOM) - Get Report
and
Chevron
(CVX) - 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
Melco PBL Entertainment
(MPEL)
,
General Dynamics
(GD) - Get Report
and
Time Warner
(TWX)
, plus a bearish piece on
Cisco
(CSCO) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Circuit City
(CC) - Get Report
,
Enzon Pharmaceutical
(ENZN)
and
Bronco Drilling
( BRNC).
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Visa
(V) - Get Report
,
Rockwell Collins
(COL)
and
Entergy
(ETR) - 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
Schering-Plough
( SGP),
MBIA
(MBI) - Get Report
,
Valence Technology
(VLNC)
and
Kimberly-Clark
(KMB) - Get Report
.
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
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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