Skip to main content
Publish date:

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

:

Barron's

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

(UMBIX)

, 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

(LEH)

and

Morgan Stanley

(MS) - Get Morgan Stanley (MS) Report

among others.

TheStreet Recommends

Speaking Of Dividends

: This

Barron's

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,

Barron's

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

Cemex

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

and

Interactive Brokers

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

and a bearish piece on

Fannie Mae

undefined

.

Top Insider Purchases

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

Barron's

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

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

,

MF Global

(MF)

,

Eli Lilly

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

and

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

Dillard's

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

,

Heinz

(HNZ)

and

Pharmion

(PHRM)

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

. This week, featured companies include

Diebold

(DBD) - Get Diebold Nixdorf Incorporated Report

,

Intel

(INTC) - Get Intel Corporation (INTC) Report

and

Cal Dive

(DVR)

.

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

Stockpickr

LLC, a wholly owned subsidiary of TheStreet.com 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

and

SuperCa$h

. 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.