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.
has an interesting interview with Paul Wick, manager of
Seligman Communications and Information Fund. Wick is bullish on names like
( MFE) and
, and bearish on
( ERTS) and
offered up some intriguing plays on the rising trend of incarceration in America. One of the names mentioned was
Corrections Corp. of America
: It's our belief that insider purchases are a lot more predictive than insider selling.
lists the stocks where insiders are buying, and we build a portfolio of those stocks. There's been interesting activity recently in
: This week's "Striking Price" column focuses on bank stocks. Options trading could be pointing to overly bearish sentiment on banks like
( MER) and
Bank of America
: 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 has bullish stories on
, and a bearish piece on
: The latest analyst research reports highlighted by
. This week there are reports on
: Which companies are the top hedge funds chasing? This week's list includes names like
( BEAS) and
Energy Conversion Devices
: This week
interviews Fred Sturm, manager of
Ivy Global Natural Resources. Sturm offered up some interesting plays with
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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