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 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
: Each week
identifies the most interesting situations where activist investors are clamoring for change. This week's list includes
( UBET) and
This week's insider purchases. We provide a little more color on who's doing the buying. The latest list includes
( BSG) and more.
: Companies that will benefit from the undoing of Net neutrality. One is
, 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:
- (FCNTX) - Get Report The Fidelity Contrafund. Click here for the fund's portfolio on Stockpickr.
- (FLPSX) - Get Report The Fidelity Low Priced Stock Fund. Click here for the fund's portfolio on Stockpickr.
- (FMAGX) - Get Report The Fidelity Magellan Fund. Click here for the fund's portfolio on Stockpickr.
: 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
: Fundsthat will benefit from increased volatility and have yields of more than 10%.
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%).
: Looks for cheap mid-cap stocks.
speaks with investment manager Daniel Frascarelli of Lord Abbett, who is "tilting towards growth" and mentions his favorite picks.
: 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;
to send him an email.
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