This Week's Barron's Roundup
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.
:
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 Kellogg Company Report
,
Berkshire Hathaway
(BRK.A) - Get Berkshire Hathaway Inc. Report
and
Fastenal
(FAST) - Get Fastenal Company Report
.
TheStreet Recommends
:
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 Arcelor Mittal NY Registry Shares NEW Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Clorox
(CLX) - Get Clorox Company (The) Report
.
: 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 East West Bancorp Inc. Report
and
Oracle
(ORCL) - Get Oracle Corporation Report
, plus a bearish piece on
Agfeed Industries
(FEED)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Top Ships
(TOPS) - Get TOP Ships Inc. Report
,
Transwitch
(TXCC)
and
AutoNation
(AN) - Get AutoNation Inc. Report
.
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Clearwire
(CLWR)
,
Barr Pharma
(BRL)
and
Rodman & Renshaw
(RODM) - Get Hartford Multifactor Developed Markets (ex-US) ETF 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 Bristol-Myers Squibb Company Report
,
Enterprise Products
(EPD) - Get Enterprise Products Partners L.P. 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
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;
to send him an email.
TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.
