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.
:
Barron's
talks with legendary investor Jim Rogers, author of
Adventure Capitalist
. He's currently bearish on
Lennar
(LEN) - Get Lennar Corporation Class A Report
and
Citigroup
(C) - Get Citigroup Inc. Report
, and bullish on
Japan Airlines
(JALSY.PK)
among others.
TheStreet Recommends
:
Barron's
looks at the current holdings of Bill Gates' 14-year-old investment fund, Cascade Investments. Gates has a stake in stocks like
PlanetOut
( LGBT),
Pacific Ethanol
(PEIX) - Get Alto Ingredients, Inc. Report
and
Canadian National Railway
(CNI) - Get Canadian National Railway Company Report
.
: 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 there are bullish stories on
General Electric
(GE) - Get General Electric Company Report
and
Valero Energy
(VLO) - Get Valero Energy Corporation Report
, and a bearish piece on
Lululemon Athletic
(LULU) - Get lululemon athletica inc. Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Washington Mutual
(WM) - Get Waste Management Inc. Report
and more.
: The latest analyst research reports highlighted by
Barron's
. This week's list includes
First Marblehead
undefined
,
Dell
(DELL) - Get Dell Technologies Inc. Class C Report
and
Agrium
(AGU)
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies where managers are buying, and we build a portfolio of those companies' stocks. There has been interesting activity in stocks like
CROCS
(CROX) - Get Crocs Inc. Report
,
Titanium Metals
(TIE)
,
Philip Morris
(PM) - Get Philip Morris International Inc Report
and
Morgan Stanley
(MS) - Get Morgan Stanley Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Coinstar
(CSTR) - Get CapStar Financial Holdings Inc. Report
,
Thornburg Mortgage
( TMA) and
Silicon Storage Technology
(SSTI) - Get ShotSpotter Inc. Report
.
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although holdings may change at any time.
James Altucher is president of
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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