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 week,
has bullish articles on
Barnes & Noble
( OPWV) and others. Meanwhile, there are bearish articles on
interviews Sam Zell, the billionaire real estate czar. He just made $1 billion selling Equity Office Partners to Blackstone. Now he has only four stocks in his portfolio: two REITs and two homebuilders.
: Cases where large shareholders (usually hedge funds) try to shake up management in order to unlock value. This week's list includes
: The companies that have insiders backing up the truck on their own shares. We shed a little more color than
and tell you which funds own each stock. This week's companies include
: With emerging markets down 3.3% on the year, it might be time to buy. Underpinning the bullish case is a belief that countries like Brazil, India and China have undergone major economic restructurings. Here are some top candidates to consider.
: From the article "The Striking Price." The list includes companies that people might have sold off irrationally during the recent stock market rout. Among them are
: These are the brokerages whose analysts have been most successful at picking stocks over the past five years. Surprisingly,
ranked No. 1, with a 5-year total return of 97% vs. the
equal-weighted total return of 69%.
: The article "Beware the Credit Bubble" analyzes bonds to determine possible LBO candidates. They include
( MOT) and
: Funds that offer exposure to stocks, bonds and cash equivalents -- and they automatically switch to less-risky allocations as you get older.
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 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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