Editor's Note: Welcome to James Altucher's "Barron's Roundup." Each weekend, Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.
The most important demographic trend of the next few years will be the retirement of baby boomers, who will start drawing on their nest eggs and spending.
cover story this week attempts to identify the stocks that will benefit from this trend. A lot of money's involved. The story notes that consumers aged 50 and up already spend some $1.7 trillion a year. Stockpickr's
lists these stocks, which include Botox-maker
and food and personal care product manufacturer
In this portfolio we summarize all of the bullish and bearish articles covering individual stocks in the latest issue of
. The current issue has bullish articles on
( NT) and others. Bearish articles included one on
Which public companies should
try to acquire?
interviews Mark Roberts, former Baupost Group analyst and the owner of Off Wall Street. He offers five investment ideas, two long and three short.
lists the companies with the biggest insider buying.
: Each week,
has a 13d filings column. (Investors must file 13d forms when they accumulate a significant interest -- 5% or more -- of a firm. Sometimes, these investors are activists pushing for change.) This week's column mentions Carl Icahn's battle with
( TIN) and Harbinger Capital's big stake in
: Which companies' CEOs and directors are buying their own stock? This week's list includes
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.
James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of
Trade Like a Hedge Fund
Trade Like Warren Buffett
. 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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