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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.

Bullish and Bearish

: This is a portfolio of all the stocks that were the focus of bullish or bearish stories in the latest issue of


. This week, there were bullish articles on

Lehman Brothers

( LEH),


(GCI) - Get Free Report



(SLM) - Get Free Report

and others.

Barron's Activist Situations

: Each week


identifies the most interesting situations where activist investors are clamoring for change. This week's list includes

( UBET) and


(BCO) - Get Free Report


Barron's Insider Purchases:

This week's insider purchases. We provide a little more color on who's doing the buying. The latest list includes

Freeport McMoRan

(FCX) - Get Free Report



( BSG) and more.

Net Neutrality Index

: Companies that will benefit from the undoing of Net neutrality. One is


(CSCO) - Get Free Report

, but the article has some interesting small-cap plays, too.



cover story is on Fidelity and mentions changes at the fund company that could lead to even better performance. Stockpickr details the holdings of several top-performing Fidelity funds, including:

Research Reports

: Each week


publishes research reports on various small-cap companies. We provide a portfolio of those stocks with synopses of the reports. This week's list includes

Global Payments

(GPN) - Get Free Report



( NAPS).

Covered-Call Income Closed-End Funds

: Fundsthat will benefit from increased volatility and have yields of more than 10%.

Profile: The Al Frank Fund



justhappened to profile one of my favorite value-oriented mutual funds. Fund manager John Buckingham is bullish on the U.S. markets and favors deep-value stocks that trade close to or lower than book value. What I like about this fund is that they were also up in the bear years of 2000 (up 7%) and 2001 (up 30%).

Miniprofile: Hennessy Focus 30 Fund

: Looks for cheap mid-cap stocks.

Miniprofile: Lord Abbett



speaks with investment manager Daniel Frascarelli of Lord Abbett, who is "tilting towards growth" and mentions his favorite picks.

Viva La France!

: Stocks that could win or lose depending on who wins thepresidency in France.

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;

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