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.
: The stocks profiled in individual stories in this week's
. There was a bearish cover story on the recent
also had bullish pieces on
, and a bearish story on
: The company's founder, Arnie Schneider, gives his top picks. Pay attention, because he has an excellent track record. His
Schneider Value Fund is up 29.2% annually, on average, since its October 2002 launch.
discusses whether or not automakers can emerge from their slump.
: Interview with Morgan Stanley's head ETF analyst on his favorite choices in this burgeoning market.
: Each week,
compiles a list of companies where insiders have been purchasing shares. We build a portfolio of these stocks and tell you who else owns them. This week's portfolio of about 20 companies includes homebuilder
( BHS) and breast implant maker
: In every issue,
publishes research reports on various companies. We provide aportfolio of those stocks, along with synopses of the reports. This week, there were bullish reports on
: Each week,
compiles a list of recent 13D filings. Investors (typically activist hedge funds) must file 13Ds when they accumulate more than 5% of a publicly traded company. Often, these investors plan to push for change, i.e., the sale of the company or some of its assets, replacement of management, a share buyback, etc.
: Which companiesthis week are sweetening their dividends?
( PALM) and
are among those doing so.
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 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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