Stockpickr: Barron's Roundup - TheStreet

Stockpickr: Barron's Roundup

Questioning the Cult of Buffett, shopping for oil rigs and tech's cruel summer.
Author:
Publish date:

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 individual stocks that were the subjects of bullish or bearish stories in the latest issue of

Barron's

. This week, they included

E*TRADE Financial

(ETFC) - Get Report

and

TD Ameritrade

(AMTD) - Get Report

.

Barron's

wrote that the two online brokers would make good merger partners.

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 includes insider buying on

GE

(GE) - Get Report

(a 20,000-share purchase by Jeffrey Immelt!),

Dynegy

(DYN)

and others.

Barron's Activist Situations

: Each week,

Barron's

publishes a column listing recent 13D filings, which investors are required to make when they accumulate more than 5% of a company's stock. Often, these investors are activists clamoring for change, and we provide details on these situations.

Research Reports

: Every week,

Barron's

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

Jos. A. Bank Clothiers

(JOSB)

and

Citigroup

(C) - Get Report

.

Offshore Drillers

:

Barron's

summarizes the winners in this category, including T. Boone Pickens' holding,

Transocean

(RIG) - Get Report

. Cramer's been bullish on the offshore drillers.

Barron's Stockpicking Contest

: What the winner's portfolio looks like.

Questioning Warren Buffett

:

Barron's

challenges the Cult of Buffett. This link goes to the Oracle of Omaha's portfolio. Scroll to the bottom of the portfolio description to see what

Barron's

had to say.

Highest Foreign Sales to Total Sales

: Which stocks benefit the most from a weak dollar.

Speaking of Dividends

: The dividend-paying stocks that are highlighted this week.

Cruel Tech Summer

: This summer might be harsh for large-cap tech, including

IBM

(IBM) - Get Report

and

EMC

(EMC)

.

At the time of publication, Altucher and/or his fund had no holdings in stocks mentioned, although positions 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.

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.