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 consisting of all the individual stocks that were the subject of bullish or bearish articles in
. There were eight in all this week, including
, which received a very bullish cover story, and
suggests people shouldn't be concerned about any Leopard operating system delays.)
: Each week
picks out the most interesting situations where activist investors are clamoring for change. This week's list includes
: 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
Columbia Mid-Cap Value Fund has crushed the
index over one-, three- and five-year periods, returning 14% annually for the past 5 years vs. 6.72% for the S&P 500.
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
: Every week
publishes research reports on various companies. We construct a portfolio of those stocks, along with synopses of the reports. This week's list includes
, the maker of "Guitar Hero," and mega-cap
. 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
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.
: He's super bullish and gives his picks and pans among ETFs and sectors.
: China's huge population needs health care, and the public companies that can service that need will win big.
: In a global economy, the shipbuilders win.
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
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.
TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.