This Week's Barron's Roundup

Reasons to be bearish on brokerage stocks, and Westwood Holdings' picks.
Author:
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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.

Speaking of Dividends

: This

Barron's

column highlights the latest dividend increases, initiations and cutbacks. This week's issue includes some news on

DuPont

(DD) - Get Report

.

Top Insider Purchases of the Week

: Insider purchases are a lot more predictive than insider selling.

Barron's

lists the stocks where managers or officials are buying, and we build a portfolio of those stocks. There has been interesting activity in stocks like

Thornburg Mortgage

(TMA)

,

Coldwater Creek

(CWTR)

,

GE

(GE) - Get Report

and

Sharper Image

(SHRP)

.

Barron¿s Summaries

: Each week,

Barron's

publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week there's a bullish story on

FMC

(FMC) - Get Report

and a bearish take on

PetroChina

(PTR) - Get Report

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

. This week there are reports on

Apple

(AAPL) - Get Report

,

Amazon.com

(AMZN) - Get Report

and

Merrill Lynch

(MER)

.

Latest Activist Hedge Fund Purchases

: Which companies are the top hedge funds chasing? This week's list includes names like

Accredited Home Lenders

(LEND) - Get Report

and

Websense

(WBSN)

.

Barron¿s Tech Stock Picks

:

Barron's

interviews hedge fund managers and investment professionals on what tech stocks they like and don't like right now. The pros pick

Google

(GOOG) - Get Report

and

Nokia

(NOK) - Get Report

and pan

NVIDIA

(NVDA) - Get Report

, among others.

Barron¿s Bearish On Brokers

:

Barron¿s

continues to be bearish on the brokerage stocks. This week¿s issue highlights a slew of reasons to avoid names like

Lehman Brothers

(LEH)

and

Bear Stearns

(BSC)

.

Susan Byrne Stock Picks

:

Barron's

has an interesting interview with Susan Byrne, chairman and chief investment offficer of

Westwood Holdings

(WHG) - Get Report

. She focuses on large-cap value and currently likes

Oracle

(ORCL) - Get Report

and

Cisco

(CSCO) - Get Report

(CSCO).

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;

click here

to send him an email.

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