This Week's Barron's Roundup

Getting bullish on Barclay's, and is it time to stop gambling on Macau?
Author:
Publish date:

Barron's Japanese Stock Picks

:

Barron's

interviewed money managers who currently see value in buying Japanese stocks. The pros liked

Toyota Motor

(TM) - Get Report

, among others.

Top Insider Purchases of the Week

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

Barron's

lists the stocks where officers and managers are buying, and we build a portfolio with those stocks. There's been interesting activity in stocks like

Peet's Coffee & Tea

(PEET)

,

Wachovia

(WB) - Get Report

,

American Express

(AXP) - Get Report

and

AIG

(AIG) - Get Report

.

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's issue includes a bullish story on

Barclays

(BCS) - Get Report

and bearish takes on

OCH-ZIFF Capital Management

(OZM)

and

VMware

(VMW) - Get Report

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

DivX

(DIVX)

,

Stryker

(SYK) - Get Report

and

Wal-Mart

(WMT) - Get Report

.

Latest Activist Hedge Fund Purchases

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

PDL Biopharma

(PDLI) - Get Report

and

Silicon Graphics

(SGIC)

.

Barron's Cautious On Casinos

:

Barron's

interviews money managers about whether casino stocks with Macau exposure are at bubble levels. The pros are concerned about

Wynn Resorts

(WYNN) - Get Report

and

Melco PBL Entertainment

(MPEL)

.

Manager Picks

:

Barron's

has an interesting interview with Nancy Prial, portfolio manager at Essex Investment Management. Since Prial joined Essex in 2002,

(MBRSX) - Get Report

her fund has averaged gains of 22.3% a year. Some of the names Prial likes are

Bucyrus

(BUCY)

and

Blackboard

(BBBB)

.

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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