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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.

Hedge Fund Interview



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



Wells Fargo

(WFC) - Get Wells Fargo & Company Report

, and a bullish bet on

MGIC Investment

(MTG) - Get MGIC Investment Corporation Report


Talking Shop With the Pros


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TheStreet Recommends


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


(C) - Get Citigroup Inc. Report



(WEN) - Get Wendy's Company (The) Report


Fording Coal

( FDG).

Bullish and Bearish

: 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


(MHK) - Get Mohawk Industries Inc. Report


Trico Marine

( TRMA), plus a bearish piece on

FMC Technologies

(FTI) - Get TechnipFMC plc Report


Latest Activist Purchases

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




( UBET) and




Research Reports

: The latest analyst research reports highlighted by


, including reports this week on








(QCOM) - Get QUALCOMM Incorporated Report


Top Insider Purchases of the Week

: 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

Philip Morris

(PM) - Get Philip Morris International Inc Report


La Jolla Pharmaceutical

(LJPC) - Get La Jolla Pharmaceutical Company Report


GLG Partners

(GLG) - Get TD Holdings Inc. Report


Novamerican Steel



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 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



. 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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