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.
: This week'sinsider purchases. We provide a little more color by detailing who it is that's doing the buying. This week's portfolio of 15 companies with insider purchases includes
: Every week
publishes research reports on various small-cap and mid-cap companies. We provide a portfolio of those stocks with synopses of the reports. This week'slist includes reports on
Portfolio Recovery Associates
: The stocks profiled in individual stories in this week's
. Among the stocks featured,
was bullish on
: Each week
picks out the most interesting situations in which activistinvestors are clamoring for change. This week's list includes some possible activity on
( RTRSY) and some definite rattling at
: Which companiesthis week are boosting their dividends? This week's article includes an interesting one-time payment from
: Michael Santoli identifies the companies for which the market is not giving enough credit for their growth. He believes these names are cheap and ready to pop.
: This interview with retail specialist Shawn Kravetz of Esplanade Capital reveals he believes retail stocks have room to grow, and he gives his favorites, as well as one stock he distinctly does not like.
: Master-Limited Partnerships have outperformed the market and other utilities in recent years. Here's the list of companies that could show massive gains if they were to spin off some assets into MLPs.
: By looking at the options that are being bid up we can sometimes spot the next takeover targets or stocks targeted by activists. Here's the list of companies with suspicious options activity.
is mentioned specifically as being a potential target of Pershing Capital.
: All of the online ad stocks are getting scooped up. Are the Internet content players such as
: Every company in the teleconference space is a candidate to get bought by a larger player. Who are the winners here?
: Interview and the top picks of one of the best mutual fund families ever.
At the time of publication, Altucher and/or his fund had no positions 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 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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