This Week's Barron's Roundup - TheStreet

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.

Profiting With Heartland Values

:

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

Cimarex Energy

(XEC) - Get Report

and

Asset Acceptance Capital

(AACC)

.

Halftime Show

:

Barron's

gives itself a report card on its picks and pans for the first half of 2008.

Barron's

made correct calls on

Marvell Technology

(MRVL) - Get Report

and

Dynegy

(DYN)

and a wrong one on

American International Group

(AIG) - Get Report

.

Speaking of Dividends

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

Cummins

(CMI) - Get Report

and

Walgreen Company

(WAG)

.

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

Nasdaq OMX

I:IXIC

,

Diageo

(DEO) - Get Report

and

Qualcomm

(QCOM) - Get Report

.

Latest Activist Purchases

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

Third Wave Technologies

(TWTI)

,

Take-Two Interactive

(TTWO) - Get Report

and

Barrier Therapeutics

(BTRX)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Zions Bancorp.

(ZION) - Get Report

,

Deckers Outdoor

(DECK) - Get Report

and

AutoZone

(AZO) - Get 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

Copart

(CPRT) - Get Report

,

Hovnanian

(HOV) - Get Report

,

Isle of Capri Casinos

(ISLE)

and

GeoResources

(GEOI)

.

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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