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.
column highlights the latest dividend increases, initiations and cutbacks. This week's issue has information from a recent Bear Stearn's survey highlighting high-dividend stocks. Names include
: Insider purchases are a lot more predictive than insider selling.
lists the stocks where insiders are buying, and we build a portfolio of those stocks. There's been activity in stocks like
Isle of Capri
: Each week,
has bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week's issue has a bullish story on
( LTR) and a bearish piece on
: The latest analyst research reports highlighted by
, including reports this week on
( MFE) and
: Which companies are the top hedge funds chasing? This week's list includes names like
interviewed Rich Pzena, founder and co-chief investment officer of Pzena Investment Management. Pzena runs the
John Hancock Classic Value Fund, which has produced annual returns of 11% over the last five years. Some of the stocks Pzena currently favors are
interviewed Walter Pritchard, the infrastructure software analyst for Cowen, who talked with 900 people involved in technology purchases. Pritchard concluded that
is at high risk to a tech spending slowdown while
(WBSN) is less at risk.
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.
TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.