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.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week's issue has information on
Dominion Resources
(D) - 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 officers are buying, and we build a portfolio of those stocks. This week there's news about
MGIC Investment
(MTG) - Get Report
,
SanDisk
(SNDK)
,
Ambac Financial
( ABK) and
Wachovia
(WB) - 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 a bullish story on
Garmin
(GRMN) - Get Report
and a bearish take on
Delta Petroleum
( DPTR).
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Citigroup
(C) - Get Report
,
Omniture
( OMTR) and
Fortune Brands
( FO).
Latest Activist Hedge Fund Purchases
: Which companies are the top hedge funds chasing? This week's list includes names like
Saks
(SKS)
and
Janus Capital
(JNS)
.
Barron¿s Big Money Manager Stock Picks
:
Barron¿s
had an interesting interview with numerous professional money managers and investment professionals on what stocks they currently favor. The pros liked
(GOOG) - Get Report
and
Apple
(AAPL) - Get Report
and felt
Baidu
(BIDU) - Get Report
is overvalued.
Barron's Options Plays On Hunting Stocks
: The "Striking Price" column identifies some options strategies for gun and hunting stocks. Some of the names mentioned are
Smith & Wesson
(SWHC)
and
Dick's Sporting Goods
(DKS) - Get Report
.
B. Anthony Weber¿s Stock Picks
:
Barron's
chats with B. Anthony Weber, who oversees $1.6 billion in funds for Aston Asset Management/Veredus. Weber likes
Research In Motion
( RIMM) and
Akamai
(AKAM) - Get Report
.
At the time of publication, Altucher and/or his fund had no holdings in stocks mentioned, although positions may change at any time.
James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for
The Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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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