Stockpickr: Barron's Roundup - TheStreet

Stockpickr: Barron's Roundup

A new way to 'go nuclear,' stocks to own if the bull run falters and how to play a greenback snapback.
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.

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.

Research Reports

: Every week

Barron's

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

Bank of America

(BAC) - Get Report

and

Riverbed Technology

(RVBD)

.

Dow 14,000

: Which stocks do the managers who took part in the Big Money Poll like the most? Which do they hate the most? As can be expected,

Berkshire Hathaway

and

eBay

(EBAY) - Get Report

are among the most-loved, but I was surprised to see

Starbucks

(SBUX) - Get Report

and

NutriSystem

(NTRI) - Get Report

on the most-hated list.

Bullish and Bearish

: The stocks profiled in individual stories in this week's

Barron's

. This week,

Barron's

was bullish on

Valero

(VLO) - Get Report

,

Brightpoint

(CELL)

and

Tetra Tech

(TTEK) - Get Report

.

A New Nuclear Age

: Stocks that benefit from the rise in nuclear power. Nuclear reactors may become one of the nation's biggest exports, as

GE

(GE) - Get Report

and others prepare to sell reactors and technology.

Speaking of Dividends

: The dividend-paying stocks that are highlighted in this week's

Barron's

. They include

IBM

(IBM) - Get Report

and

Chevron

(CVX) - Get Report

, both of which just hiked dividends last week.

Technically Speaking, this Bull Needs a Break

: Do the charts think the market is going to break down from here? If so, which stocks could withstand the storm? And which stocks could break down?

AMD

(AMD) - Get Report

is seen as a potential casualty.

The World's Symptoms

: Profile of firm Inferential Focus outlining its concerns about terrorism and the global economy.

A U.S. Dollar Snapback

: The dollar has gone down far enough! Which stocks are poised to do well if the greenback hits bottom and snaps back over the next year.

Scrapbooking Index

:

Martha Stewart Living Omnimedia

(MSO)

is kicking off the world scrapbooking craze. Some stocks aren't positioned to take advantage of this.

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 include body armor maker

DHB Industries

(DHBT.PK)

.

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.

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.