This Week's Barron's Roundup

Solar energy stocks will have their day in the sun, and how to bank on the troubled financial sector.
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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.

Small-Cap Growth Manager

:

Barron's

interviews Jim Oberweis, manager of the $10 million Oberweis Mid-Cap Fund (OBMDX). He favors

Intuitive Surgical

(ISRG) - Get Report

and

Flir Systems

(FLIR) - Get Report

.

Managing for Life

:

Barron's

talks with Jeff Coons, co-director of research at Manning & Napier Advisors. The firm is a long-only shop that adjusts asset allocation between stocks and bonds based on investors' time horizons. He likes

Google

(GOOG) - Get Report

and

Medtronic

(MDT) - Get Report

.

Power Up

:

Barron's

believes that investors who place the correct bets on solar energy stocks could make a ton of money in the long term, despite near-term headwinds. The experts favor names like

First Solar

(FSLR) - Get Report

,

Canadian Solar

(CSIQ) - Get Report

and

Solarfun Power

(SOLF)

.

Bank On It

:

Barron's

thinks the massive selloff in financial stocks represents a "once-in-a-generation opportunity," and among the stocks it likes are

Lehman Brothers

(LEH)

and

Prudential

(PRU) - Get Report

.

Speaking of Dividends

: This

Barron's

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

Wells Fargo

(WFC) - Get Report

and

General Motors

(GM) - Get 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

Trinity Industries

(TRN) - Get Report

,

Accenture

(ACN) - Get Report

and

T. Rowe Price

(TROW).

Latest Activist Purchases

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

Eastman Kodak

(EK)

,

Overseas Shipholding

(OSG) - Get Report

and

Premier Exhibitions

(PRXI)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Piper Jaffray

(PJC) - Get Report

,

Cypress Semiconductor

(CY) - Get Report

and

Intel

(INTC) - 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

Bankrate

(RATE)

,

American Eagle

(AEO) - Get Report

,

Goodrich Petroleum

(GDP) - Get Report

and

Charming Shoppes

(CHRS) - Get Report

.

At the time of publication, Altucher and/or his fund had no holdings in 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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