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.
interviews Arjun Murti, the Goldman Sachs energy analyst who rose to fame after his 2004 prediction that oil prices would skyrocket later in the decade proved accurate. Among Murti's bullish picks are
Cabot Oil & Gas
talks with Jim Stratton, manager of the Stratton Multi-Cap Fund (STRGX). This hybrid fund invests in large-, mid- and small-cap stocks and currently has bullish bets on
: This article says ethanol producers are trading below book value and could rally in the coming year. Names mentioned include
Aventine Renewable Energy
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
Automatic Data Processing
, and a bearish piece on
: Which companies are the top hedge funds chasing? This week's list includes names like
: The latest analyst research highlighted by
, including reports on
: 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
Dick's Sporting Goods
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;
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.