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.
homes in on the tech stocks with heavy cash flows that might foil any summer doldrums. They include
interviews Ray Dalio, manager of one of the most successful hedge funds ever, on his outlook for the markets.
: The top hedge fund managers gathered at the Ira Sohn conference and gave their wackiest ideas, including
Johnson & Johnson
: Whoever has the best technology for finding oil is going to win the next 50 years of the oil race. The story mentions
, as well as several other innovative oil companies.
: Each week,
provides a rundown of the stocks that company insiders have been purchasing. We tell you which other Stockpickr portfolios include these stocks. The latest list includes
: In every issue,
publishes research reports on various companies. We provide a portfolio of those stocks with synopses of the reports. This week's list includes buys on
Buffalo Wild Wings
: The stocks profiled in individual stories in this week's
were among the companise that received bullish coverage.
was bearish on
: Each week,
picks out the most interesting situations where activist investors are clamoring for change. This week's list includes
: With steak prices soaring, these publicly traded steakhouses might suffer. Scroll to the right to see the "Hate List" on this portfolio.
: By selling calls and buying puts you can collar stocks to limit downside.
identifies the stocks with the highest degree of upside and the smallest downside in a potential collar.
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 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 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.
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