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.
: Jim Margard, who manages the
Rainier Large Cap Equity Fund, gives his take on large-cap stocks he owns or is selling. He's bullish on
and bearish on
column lists the latest dividend increases, initiations and cutbacks. This week, there's news on
: Insider purchases are a lot more predictive than insider selling.
lists the stocks where company insiders have been buying recently, and we build a portfolio of those stocks. This week's list includes
XM Satellite Radio
"Striking Price" column highlights a put-selling options strategy. Somes of the names mentioned are
Alliance Data Systems
Johnson & Johnson
: Each week,
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
, among others.
: The latest analyst research reports highlighted by
, including reports on
: Which companies are the top hedge funds chasing? This week's list includes names like
Accredited Home Lenders
( LEND) and
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
. 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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