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Stockpickr's Barron's Roundup

Searching for value at Excelsior Funds, spotting trouble at Fannie Mae, plus much more.

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.

Seeking Value at Excelsior



interviews David J. Williams, manager of the Excelsior Value & Restructuring Fund


, which ranks among the top 5% of large-cap value funds, according to Morningstar. Williams currently favors

Freeport McMoRan

(FCX) - Get Freeport-McMoRan, Inc. (FCX) Report


Lehman Brothers



Morgan Stanley

(MS) - Get Morgan Stanley (MS) Report

among others.

TheStreet Recommends

Speaking Of Dividends

: This


column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on names including

General Dynamics

(GD) - Get General Dynamics Corporation (GD) Report


Bullish and Bearish

: Each week,


publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bullish stories on


(CX) - Get Cemex SAB de CV Sponsored ADR Report


Interactive Brokers

(IBKR) - Get Interactive Brokers Group, Inc. Class A Report

and a bearish piece on

Fannie Mae



Top Insider Purchases

: Insider purchases are a lot more predictive than insider selling.


lists the stocks where company managers are buying, and we build a portfolio of those stocks. There has been interesting activity in names like


(GE) - Get General Electric Company (GE) Report


MF Global



Eli Lilly

(LLY) - Get Eli Lilly and Company (LLY) Report


XTL Biopharmaceuticals

(XTLB) - Get XTL Biopharmaceuticals Ltd. Sponsored ADR Report


Latest Activist Hedge Fund Purchases

: Which companies are the top hedge funds chasing? This week's list includes


(DDS) - Get Dillard's, Inc. Class A Report








Research Reports

: The latest analyst research reports highlighted by


. This week, featured companies include


(DBD) - Get Diebold Nixdorf Incorporated Report



(INTC) - Get Intel Corporation (INTC) Report


Cal Dive



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 president of


LLC, a wholly owned subsidiary of and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the

Financial Times

and 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;

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