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.

Hedge Fund Interview

:

Barron's

talks with Sy Jacobs, founder of New York's JAM Asset Management, which runs two funds focused on financial stocks. He has bearish bets on

Hudson City Bancorp

(HCBK)

and

Wells Fargo

(WFC) - Get Report

, and a bullish bet on

MGIC Investment

(MTG) - Get Report

.

Talking Shop With the Pros

:

Barron's

highlights investment ideas presented at the Ira Sohn Investment Research Conference, a forum that brings together hedge fund managers and investment professionals. Wall Street stars like Bill Ackman, Bill Miller, Carl Icahn and David Einhorn were in attendance. Stocks receiving thumbs-ups included

Citigroup

(C) - Get Report

,

Wendy's

(WEN) - Get Report

and

Fording Coal

( FDG).

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

Mohawk

(MHK) - Get Report

and

Trico Marine

( TRMA), plus a bearish piece on

FMC Technologies

(FTI) - Get Report

.

Latest Activist Purchases

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

RedEnvelope

(REDEQ.PK)

,

Youbet.com

( UBET) and

Calpine

(CPN)

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Bankrate

(RATE)

,

Echelon

(ELON)

and

Qualcomm

(QCOM) - 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

Philip Morris

(PM) - Get Report

,

La Jolla Pharmaceutical

(LJPC) - Get Report

,

GLG Partners

(GLG) - Get Report

and

Novamerican Steel

(TONS)

.

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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