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
says insider buying is outpacing selling by three to one during this bear market. Some of the companies that insiders are loading up on include
AutoZone
(AZO) - Get Report
,
DSW
(DSW) - Get Report
and
MetLife
(MET) - Get Report
.
:
Barron's
says that once the stock market rebounds, the "cheap losers" will outperform. Stocks that
Barron's
identified as losers include
Affymetrix
(AFFX)
,
Briggs & Stratton
(BGG) - Get Report
and
Cadence Design
(CDNS) - Get Report
.
:
Barron's
speaks with Rick Helm, manager of Cohen & Steers Dividend Value Fund (DVFAX). Some of the dividend-paying names he likes are
Abbott Laboratories
(ABT) - Get Report
and
UPS
(UPS) - Get Report
.
Going Shopping for Retail Stocks
:
Barron's
talks with Michael Exstein and Gary Balter, retail stock analysts at Credit Suisse. The duo favors
Bed Bath & Beyond
(BBBY) - Get Report
and
Best Buy
(BBY) - Get Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on
Principal Financial
(PFG) - Get Report
and
Hartford Financial
(HIG) - 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
Emcore
(EMKR) - Get Report
and
Mitsubishi UFJ Financial
(MTU)
, plus a bearish piece on
eBay
(EBAY) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Leap Wireless
(LEAP)
,
Youbet.com
( UBET) and
Coinstar
(CSTR) - Get Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Genentech
( DNA),
Johnson Controls
(JCI) - Get Report
and
PepsiCo
(PEP) - 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
Chesapeake Energy
(CHK) - Get Report
,
Monsanto
(MON)
,
Devon Energy
(DVN) - Get Report
and
Stericycle
(SRCL) - Get Report
.
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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