This Week's Barron's Roundup - TheStreet

This Week's Barron's Roundup

Running down the list of the top 500 companies, and Matrix Advisors' David Katz shares his picks.
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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.

Cover Story: Barron's 500

:

Barron's

reshuffles its list of the best companies. Among the top five this year are

BlackRock

(BLK) - Get Report

,

Research In Motion

(RIMM)

and

Charles Schwab

(SCHW) - Get Report

.

Value Manager Interview

:

Barron's

talks with David Katz, portfolio manager at Matrix Advisors Value Fund (MAVFX). He's currently bullish on

Cisco

(CSCO) - Get Report

,

Morgan Stanley

(MS) - Get Report

and

Monster Worldwide

(MNST) - Get Report

.

Speaking of Dividends

: This

Barron's

column highlights the latest dividend increases, initiations and cutbacks. This week there's information on

PepsiCo

(PEP) - Get Report

,

Yum! Brands

(YUM) - Get Report

and

Barrick Gold

(ABX)

.

Bullish and Bearish

: 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

American International Group

(AIG) - Get Report

,

Cameron International

(CAM)

and

Dr. Pepper Snapple

(DPS)

.

Latest Activist Purchases

: Which companies are the top hedge funds chasing? This week's list includes names like

Forward Industries

(FORD) - Get Report

,

Motorola

(MOT)

and

Vitesse Semiconductor

(VTSS)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports on

Alvarion

(ALVR)

,

ExpressJet

(XJT)

and

KKR Private Equity

(KPEQF.PK)

.

Top Insider Purchases of the Week

: Insider purchases are a lot more predictive than insider selling.

Barron's

lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in

Annally Capital Management

(NLY) - Get Report

,

Verizon

(VZ) - Get Report

,

Coca Cola Enterprises

(CCE)

and

XTL Biopharmaceuticals

(XTLB) - Get Report

.

At the time of publication, Altucher and/or his fund had no holdings of 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

and

SuperCa$h

. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;

click here

to send him an email.

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