This Week's Barron's Roundup
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.
:
Barron's
highlights a number of stocks that are now showing much higher dividend yields due to the recent market selloff. They include
Legacy Reserves
(LGCY)
and
Annaly Capital Management
(NLY) - Get Annaly Capital Management, Inc. Report
.
:
Barron's
interviews Peter D. Schiff, president and chief global strategist of Euro Pacific Capital. Schiff is well-known on Wall Street for his extremely bearish view on the future of America. He currently holds bullish positions in international stocks like
Oxiana
TheStreet Recommends
(OXR.AX)
and
Road King Infrastructure
(1098.HK)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
CME Group
(CME) - Get CME Group Inc. Class A Report
.
: 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
Petrobras
(PBR) - Get Petróleo Brasileiro SA Report
and
Nokia
, and bearish pieces on
Marvel Entertainment
(MVL)
and
Citigroup
(C) - Get Citigroup Inc. Report
.
: Which companies are the top hedge funds chasing? This week's list includes
Fording Canadian Coal Trust
(FDG)
,
Greenbrier
(GBX) - Get Greenbrier Companies, Inc. Report
and
Take-Two Interactive
(TTWO) - Get Take-Two Interactive Software, Inc. Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Onyx Pharmaceuticals
(ONXX)
,
Bankrate
(RATE)
and
HealthSouth
(HLS)
.
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
KeyCorp
,
Leap Wireless
(LEAP)
,
FedEx
(FDX) - Get FedEx Corporation Report
and
Resource America
(REXI)
.
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
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;
to send him an email.
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