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This Week's Barron's Roundup

The investments benefits of answering to a higher authority, plus picks from <I>Barron's</I> Roundtable.

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.

Expert Advice

:

Barron's

gathered 11 of Wall Street's most sought-after investing gurus, including Bill Gross, Mario Gabelli and Marc Faber, for its midyear Roundtable. Participants are bullish on names like

SanDisk

(SNDK)

,

Countrywide Financial

(CFC)

and

Freeport McMoRan

(FCX) - Get Freeport-McMoRan, Inc. (FCX) Report

.

Divine Principles

:

Barron's

talks with Nicholas Kaiser, president of Saturna Capital and adviser to Amana Income Fund (AMANX). Kaiser manages money according to Islamic principles and currently has bullish bets on

United Parcel Service

(UPS) - Get United Parcel Service, Inc. Class B Report

and

AT&T

(T) - Get AT&T Inc. Report

.

Speaking of Dividends

: This

Barron's

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

Caterpillar

(CAT) - Get Caterpillar Inc. Report

and

Visa

(V) - Get Visa Inc. Class A Report

(V).

Bullish and Bearish

: Each week,

Barron's

publishes stories with positive or negative angles on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bullish stories on

Zimmer Holdings

(ZMH)

and

Assurant

(AIZ) - Get Assurant, Inc. Report

, and a bearish piece on

Shire

(SHPGY)

.

Latest Activist Purchases

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

Transmeta

(TMTA)

TheStreet Recommends

,

Blue Coat Systems

(BCSI)

and

Retail Ventures

(RVI) - Get Retail Value, Inc. Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Chesapeake Energy

(CHK) - Get Chesapeake Energy Corporation Report

,

DreamWorks

(DWA)

and

Paychex

(PAYX) - Get Paychex, Inc. 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

CME

(CME) - Get CME Group Inc. Class A Report

,

MBIA

(MBI) - Get MBIA Inc. Report

,

Spacehab

(SPAB) - Get SPDR Portfolio Aggregate Bond ETF Report

and

Dr. Pepper Snapple

(DPS)

.

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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