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 Brad Evans, lead manager of Heartland Value Plus (HRVIX). The fund is up 9.5% for the first half of 2008 and has five-star ratings from Morningstar. Among the stocks he favors are
Asset Acceptance Capital
gives itself a report card on its picks and pans for the first half of 2008.
made correct calls on
and a wrong one on
American International Group
: This 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
: Which companies are the top hedge funds chasing? This week's list includes names like
Third Wave Technologies
: The latest analyst research highlighted by
, including reports this week 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
Isle of Capri Casinos
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.
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