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 Doug Kass, president of Seabreeze Partners Management, a hedge fund with about $200 million in short positions. Kass also is a contributor to
. He currently has bearish bets on
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
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
: 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
East West Bancorp
, plus a bearish piece on
: Which companies are the top hedge funds chasing? This week's list includes names like
: The latest analyst research reports highlighted by
, including reports this week on
Rodman & Renshaw
: Insider purchases are a lot more predictive than insider selling.
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
American Capital Strategies
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
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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