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.
: Which banks have the most exposure to underperforming subprime loans?
has compiled a list, along with descriptions of interesting trades on their options.
: With the Indian currency cruising to new highs, Indian companies whose shares trade in the U.S. could see their stock prices suffer.
takes a close look at the
Dodge & Cox Income Fund and highlights its top holdings.
: We think insider purchases are a more useful indicator of a stock's prospects than insider selling.
lists stocks where company managers have been scooping up shares, and we build a portfolio of those stocks.
: In this week's
, Larry Haverty, manager of the Gabelli Multimedia Trust, discusses his picks in the consumer and media spaces, including
. He also talks about why the market remains strong at current levels.
: One year ago,
published a cover story entitled "Time To Buy." The stocks discussed in that article are up an average of 31%. This week,
identifies which of them are still a buy.
: Each week,
has bullish and bearish articles on a variety of stocks. We present summaries of those stories in this portfolio. This week's issue includes bullish takes on
, and a bearish story on
: The pundits on the
Roundtable have seen many of their picks get acquired. Now they discuss which companies might be the next targets.
column highlights the latest dividend increases, initiations, and cutbacks. This week, there's news on
: Each week,
provides synopses of the latest analyst research reports. In the current issue, there are reports on
: Which companies are the top hedge funds chasing? This week's list includes
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 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
. 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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