This Week's 'Barron's' Roundup
Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
This
Barron's
article highlights some of the top stock picks from America's biggest money managers. Among the stocks mentioned are
Qualcomm
(QCOM) - Get Report
,
Cisco Systems
(CSCO) - Get Report
,
Apple
(AAPL) - Get Report
and
(GOOG) - 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
Fiserv
(FISV) - Get Report
and
Guess?
(GES) - Get Report
, plus a cautious piece on
Rambus
(RMBS) - Get Report
.
:
Barron's
talks with Terry Diamond, chairman of Chicago's Talon Asset Management, a 100% employee-owned firm that has $1.1 billion spread among three hedge funds, individually managed accounts, private equity, and venture capital. Diamond and his team deliver benchmark-beating returns by finding strong, unique companies whose corporate managers have skin in the game. Among the stocks in his portfolio are
EMC
(EMC)
,
Millicom International Cellular
(MICC)
and
Teva Pharmaceutical
(TEVA) - Get Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Freeport McMoRan Copper & Gold
(FCX) - Get Report
,
Johnson & Johnson
(JNJ) - Get Report
and
Southern Company
(SO) - 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
Hansen Medical
(HNSN)
,
Monsanto
(MON)
,
Winmark
(WINA) - Get Report
and
SAIC
(SAI)
.
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Charles Schwab
(SCHW) - Get Report
,
Advanced Micro Devices
(AMD) - Get Report
and
Harley-Davidson
(HOG) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Nabi Biopharma
(NABI)
,
Lionsgate Entertainment
(LGF)
and
SeaChange International
(SEAC) - Get Report
.
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