This Week's Barron's Roundup
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,
Barron's
published its Midyear Roundtable, in which the newspaper's panel of investment gurus weighs in with opinions on stocks, bonds and the economy. Click on any of the following names to view that expert's latest portfolio updates and views:
- Bill Gross
- Mario Gabelli
- Meryl Witmer
- Fred Hickey
- Art Samberg, who currently favors Research in Motion (RIMM) .
- Archie MacAllaster
- Scott Black
- John Neff
- Oscar Schafer
- Abby Joseph Cohen
: The article "A Strategy Built for Bulls" outlines an options play from Goldman Sachs' strategists, who recommend selling puts on mega-cap stocks ahead of the second-quarter earnings season. The names include
AT&T
(T) - Get Report
,
Oracle
(ORCL) - Get Report
,
Sears
(SHLD)
and 12 others.
:
(JVIAX) - Get Report
Phoenix Foreign Opportunities Fund. This fund has a 5-year annual return of 20.3% and beats most of its peers, yet it has only an average risk profile. The fund manager outlines his top picks.
(WGGFX)
Winslow Green Growth Fund. How to make money by going green.
: Every week,
Barron's
compiles a list of stocks where company insiders have made recent purchases. This week, the names include
Celgene
(CELG) - Get Report
and
Chesapeake Energy
(CHK) - Get Report
.
: In every issue of
Barron's
there are research reports on various companies. We construct aportfolio of those companies' stocks, along with synopses of the reports.
FuelCell Energy
(FCEL) - Get Report
and
McAfee
(MFE)
were among the companies featured in this week.
: The stocks profiled in individual stories in this week's
Barron's
. Among others,
Barron's
was bullish on
Lehman Brothers
(LEH)
and
Sotheby's
(BID) - Get Report
.
: Each week,
Barron's
picks out the most interesting situations where activist investors are clamoring for change. This week's list includes
Ceridian
(CEN) - Get Report
and
Investment Technology
(ITG)
.
: A list of the companies that are boosting their dividends. This week it includes
United Technologies
and
Caterpillar
(CAT) - Get Report
.
The January Barron's Roundtable
And just in case you missed the portfolios of the Roundtable members when they first outlined their picks in January, here they are:
- Scott Black
- Abby Joseph Cohen
- Mario Gabelli
- Bill Gross
- Fred Hickey
- Archie MacAllaster
- John Neff
- Art Samberg
- Oscar Schafer
- Meryl Witmer
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
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;
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.
