This Week's Barron's Roundup

Kraft looks appetizing, Larry Ellison gets props and <I>Barron's</I> talks to short-seller Doug Kass.
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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.

Confessions of a Short-Seller

:

Barron's

talks with Doug Kass, president of Seabreeze Partners Management, a hedge fund with about $200 million in short positions. Kass also is a contributor to

TheStreet.com

. He currently has bearish bets on

Kellogg

(K) - Get Report

,

Berkshire Hathaway

(BRK.A) - Get Report

and

Fastenal

(FAST) - Get Report

.

Going International

:

Barron's

interviews Virginie Maisonneuve, head of global and international equities at Schroder Investment Management. Maisonneuve currently oversees $22 billion, which includes 52% of Vanguard's International Growth Fund (VWIGX). She likes

Syngenta

(SYT)

and

Arcelor Mittal

(MT) - Get Report

.

Speaking of Dividends

: This

Barron's

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

Clorox

(CLX) - Get Report

.

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

Kraft Foods

(KFT)

,

East West Bancorp

(EWBC) - Get Report

and

Oracle

(ORCL) - Get Report

, plus a bearish piece on

Agfeed Industries

(FEED)

.

Latest Activist Purchases

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

Top Ships

(TOPS) - Get Report

,

Transwitch

(TXCC)

and

AutoNation

(AN) - Get Report

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Clearwire

(CLWR)

,

Barr Pharma

(BRL)

and

Rodman & Renshaw

(RODM) - Get Report

.

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

Bristol-Myers Squibb

(BMY) - Get Report

,

Enterprise Products

(EPD) - Get Report

,

American Capital Strategies

(ACAS)

and

ev3

(EVVV)

.

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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