Stockpickr: Barron's Roundup - TheStreet

Stockpickr: Barron's Roundup

Adobe gets bullish coverage, activists dock at Pier 1 and globalization buoys shipbuilders.
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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 consisting of all the individual stocks that were the subject of bullish or bearish articles in

Barron's

. There were eight in all this week, including

Adobe

(ADBE) - Get Report

, which received a very bullish cover story, and

Apple

(GOOG) - Get Report

. (

Barron's

suggests people shouldn't be concerned about any Leopard operating system delays.)

Barron's Activist Situations

: Each week

Barron's

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

Pier 1

(PIR) - Get Report

.

Barron's Insider Purchases

: This week's insider purchases. We provide a little more color by detailing who it is that¿s doing the buying. This week's list of 25 stocks includes biotech companies

Novogen

(NVGN)

and

Martek

(MATK)

.

Mutual Fund Profile

: The

(NAMAX) - Get Report

Columbia Mid-Cap Value Fund has crushed the

S&P 500

index over one-, three- and five-year periods, returning 14% annually for the past 5 years vs. 6.72% for the S&P 500.

Barron's

talks with the fund's portfolio managers, finds out what they look for, and asks them what mid-cap value plays they like best right now. Their picks include cosmetics maker

Estee Lauder

(EL) - Get Report

.

Research Reports

: Every week

Barron's

publishes research reports on various companies. We construct a portfolio of those stocks, along with synopses of the reports. This week's list includes

Activision

(ATVI) - Get Report

, the maker of "Guitar Hero," and mega-cap

Chevron

(CVX) - Get Report

.

Giant Stocks: Mega-Caps that are Poised to Lead

. The mega-caps have underperformed the small-caps so far this century. That¿s going to change, and here are the top picks from the experts interviewed by

Barron's

.

Who Will Get Hurt by Higher Uranium Costs?

Uranium costs have skyrocketed. Some companies will feel the effect on their margins over the next year. After you click on this portfolio, be sure to check out the "Hate List" in the right-hand column.

Interview with Jason Trennert, Chief Strategist at International Strategy & Investments

: He's super bullish and gives his picks and pans among ETFs and sectors.

Stocks Benefiting From Rising Chinese Health Care Costs

: China's huge population needs health care, and the public companies that can service that need will win big.

Shipbuilding Stocks

: In a global economy, the shipbuilders win.

Barron's

polls some top stockpickers about their favorite shipbuilders. 

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

and

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;

click here

to send him an email.

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