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.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
list the stocks where managers are buying, and we build a portfolio with them. This week there was interesting activity in stocks like
Wachovia
(WB) - Get Report
,
Medtronic
(MDT) - Get Report
,
Dominion Resources
(D) - Get Report
and
Titanium Metals
(TIE)
.
Barron's 100 Most-Respected Companies
: This week,
Barron's
published a list of the 100 most-respected companies, which is based on a survey of money managers. The No. 1 company was
Berkshire Hathaway
(BRKA)
.
: Which stocks have the most international exposure? These stocks can gain if the U.S. economy starts to falter. Some of the stocks mentioned are
Freeport McMoRan
(FCX) - Get Report
and
Qualcomm
>
(QCOM) - Get Report
.
Value Pro Andrew Pilara's Picks
: Veteran value pro Andrew Pilara runs the
(RSVAX) - Get Report
Pilara RS Value Fund. Pilara offered up some interesting picks, including
Allegheny Tech
(ATI) - Get Report
and
Spectra Energy
(SE) - Get Report
.
: Each week,
Barron's
has bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week's issue includes bullish stories on
XTO Energy
(XTO)
and
Research In Motion
TheStreet Recommends
(RIMM)
, among others.
: The latest analyst research reports highlighted by
Barron's
. This week they include reports on
Guess
(GES) - Get Report
and
Drugstore.com
(DSCM)
.
: Which companies are the targets of big purchases by investors? This week,
Barron's
notes that
Intel
(INTC) - Get Report
has acquired shares of
VMware
(VMW) - Get Report
.
: Which stocks are most likely to increase their dividends? Some of the stocks mentioned were
General Electric
(GE) - Get Report
and
Paychex
(PAYX) - Get Report
.
: Stocks that are heavily owned by hedge funds tend to gain the most in a rally. Some of the stocks mentioned are
Sears Holdings
(SHLD)
and
Ciena
(CIEN) - Get Report
.
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 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
and
SuperCa$h
. 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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