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This Week's Barron's Roundup

Star energy analyst Arjun Murti shares his stock picks, plus harvesting profits from undervalued ethanol stocks.

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.

The Oil Oracle

:

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

ConocoPhillips

(COP) - Get ConocoPhillips Report

and

Cabot Oil & Gas

(COG) - Get Cabot Oil & Gas Corporation Report

.

Picking Stocks With Jim Stratton

:

Barron's

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

Mirant

TheStreet Recommends

(MIR)

and

General Cable

(BGC)

.

Ethanol Stock Picks

: This article says ethanol producers are trading below book value and could rally in the coming year. Names mentioned include

Verasun Energy

(VSE)

and

Aventine Renewable Energy

(AVR)

.

Speaking of Dividends

: This

Barron's

column highlights the latest dividend increases, initiations and cutbacks. This week there's information on

Greif

(GEF) - Get Greif Class A Report

.

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

Alcoa

(AA) - Get Alcoa Corporation Report

and

Automatic Data Processing

(ADP) - Get Automatic Data Processing, Inc. Report

, and a bearish piece on

Apple

(AAPL) - Get Apple Inc. Report

.

Latest Activist Purchases

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

AutoNation

(AN) - Get AutoNation, Inc. Report

,

Learning Tree

(LTRE)

and

EnPro

(NPO) - Get EnPro Industries, Inc. Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports on

Ameristar Casino

(ASCA)

,

Marriott

(MAR) - Get Marriott International, Inc. Class A Report

and

KLA-Tencor

(KLAC) - Get KLA Corporation Report

.

Top Insider Purchases

: 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

Marchex

(MCHX) - Get Marchex, Inc. Class B Report

,

Dick's Sporting Goods

(DKS) - Get Dick's Sporting Goods, Inc. Report

,

Enterprise Products

(EPD) - Get Enterprise Products Partners L.P. Report

and

Pharmacylics

(PCYC)

.

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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