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 12 stocks that performed poorly in 2007 but that might do well in 2008.
selected names that have depressed valuations and are trading at or near book value. Among them are
( BSC) and
interviews Scott W. Blasdell, senior portfolio manager at J.P. Morgan Investment Management. Blasdell oversees the
JPMorgan International Realty Fund and the
JPMorgan Realty Income Fund. Blasdell's picks include
Simon Property Group
"Technology Trader" column discusses Los Angeles-based investment boutique B. Riley, which created the Cash-Rich Technology Stock Index. The index looks for cash-rich small- and mid-cap stocks in the technology sector. Some of the stocks that made the index this year were
( OPTV) and
: Which companies are the top hedge funds chasing? This week's list includes names like
California Pizza Kitchen
( CPKI) and
: The latest analyst research reports highlighted by
, including reports this week on
: Insider purchases are a lot more predictive than insider selling.
lists stocks where insiders are buying, and we build a portfolio with those stocks. There has been interesting activity in
Lion's Gate Entertainment
: 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 bullish stories on
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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