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.
talks with legendary investor Jim Rogers, author of
. He's currently bearish on
, and bullish on
looks at the current holdings of Bill Gates' 14-year-old investment fund, Cascade Investments. Gates has a stake in stocks like
Canadian National Railway
: Each week,
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
, and a bearish piece on
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
: The latest analyst research reports highlighted by
. This week's list includes
: Insider purchases are a lot more predictive than insider selling.
lists companies where managers are buying, and we build a portfolio of those companies' stocks. There has been interesting activity in stocks like
: Which companies are the top hedge funds chasing? This week's list includes names like
( TMA) and
Silicon Storage Technology
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
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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