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 George Putnam III, the author of "The Turnaround Letter" and the grandson of the founder of Putnam Investments. He's bullish on names like
, and bearish on
: Insider purchases are a lot more predictive than insider selling.
lists stocks where company insiders have made recent purchases, and we build a portfolio of those stocks. There has been interesting activity in
: Each week,
has bullish and bearish stories on a variety of stocks. We present summaries of those articles in this portfolio. This week's
had bullish stories on
: The latest analyst research reports highlighted by
. This week, there were reports on
( PALM) and
: Which companies are the top hedge funds chasing? This week¿s list includes names like
( ITWO) 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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