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
reshuffles its list of the best companies. Among the top five this year are
BlackRock
(BLK) - Get Report
,
Research In Motion
(RIMM)
and
Charles Schwab
(SCHW) - Get Report
.
:
Barron's
talks with David Katz, portfolio manager at Matrix Advisors Value Fund (MAVFX). He's currently bullish on
Cisco
(CSCO) - Get Report
,
Morgan Stanley
(MS) - Get Report
and
Monster Worldwide
(MNST) - Get Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
PepsiCo
(PEP) - Get Report
,
Yum! Brands
(YUM) - Get Report
and
Barrick Gold
(ABX)
.
: 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
American International Group
(AIG) - Get Report
,
Cameron International
(CAM)
and
Dr. Pepper Snapple
(DPS)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Forward Industries
(FORD) - Get Report
,
Motorola
(MOT)
and
Vitesse Semiconductor
(VTSS)
.
: The latest analyst research highlighted by
Barron's
, including reports on
Alvarion
(ALVR)
,
ExpressJet
(XJT)
and
KKR Private Equity
(KPEQF.PK)
.
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
Annally Capital Management
(NLY) - Get Report
,
Verizon
(VZ) - Get Report
,
Coca Cola Enterprises
(CCE)
and
XTL Biopharmaceuticals
(XTLB) - 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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