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.
: With an anticipated 16 million people expected to suffer from Alzheimer's disease by midcentury (up from 5 million today, thanks to the aging of the baby boomers), the race is on to seize that market.
profiles the public companies that are in the lead, including
: This is a portfolio of all the stocks that had bullish or bearish stories written about them in
. The latest issue had bullish pieces on
and a bearish article on
: Each week,
picks out the most interesting situations where activist investors are clamoring for change. The current list includes
( BSG) and
The week's insider purchases. We provide a little more color by detailing who it is that's doing the buying. This week's list includes
( BSG) and others.
: Michael Santoli shows how the cheapest companies could be the ones with the lowest price-to-sales ratios and lists the companies that are cheapest according to this measure. His list includes
Federated Department Stores
: The newsprint makers might not be in such bad shape after all, with newspaper sales booming in China.
: The "Strike Price" column notes that volatility is at an all-time low for oil stocks. This could prevent an option-buying opportunity, because if volatility rises, the options' value will increase.
: Some companies will do well, regardless of the economy, because they have something consumers will buy no matter what.
profiles the latest batch of ETFs that buy bonds. This could be a useful diversification away from U.S. equities.
: With globalism upon us, the Asian airlines are blossoming.
identifies the cream of the crop and how to invest in them.
: Every week
publishes research reports on various small-cap companies. We provide a portfolio of those stocks, along with synopses of the reports.
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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