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 Steve Tananbaum from GoldenTree Asset Management. Tananbaum is a value investor who oversees $14 billion in assets, much of it in hedge funds. He's currently bullish on
spoke with Chuck Bath, managing director of equities and fund manager of the
Diamond Hill Investments Large-Cap Fund
(DHLAX). He's currently bullish on
: Each week
has bullish and bearish stories on a variety of stocks. We present the summaries in this portfolio. This week's issue includes a bullish story on
and a bearish piece on
: The latest analyst research reports highlighted by
, including reports this week on
: Insider purchases are a lot more predictive than insider selling.
list the top purchases and we take it one step further by telling you who is purchasing. Some interesting activity in stocks like
Discover Financial Services
Northern Oil and Gas
and General Electric.
: Which companies are the top hedge funds chasing after? This week's list includes names like
Bon Ton Stores
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;
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