interviewed money managers who currently see value in buying Japanese stocks. The pros liked
, among others.
: Insider purchases are a lot more predictive than insider selling.
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
: Each week,
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
and bearish takes on
OCH-ZIFF Capital Management
: The latest analyst research reports highlighted by
, including reports this week on
: Which companies are the top hedge funds chasing? This week¿s list includes names like
interviews money managers about whether casino stocks with Macau exposure are at bubble levels. The pros are concerned about
Melco PBL Entertainment
has an interesting interview with Nancy Prial, portfolio manager at Essex Investment Management. Since Prial joined Essex in 2002,
her fund has averaged gains of 22.3% a year. Some of the names Prial likes are
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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