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
asked professional investors their picks for the world's most respected companies. Some of the names that made the list of this fourth annual survey include
Apple
(AAPL)
,
(GOOG)
and
Visa
(V)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week features
Guess?
(GES)
and
Allscripts Healthcare Solutions
(MDRX)
.
: 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
Discover Financial Services
(DFS)
,
Cognizant Technology Solutions
(CTSH)
and
Schnitzer Steel Industries
(SCHN)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
National Coal
(NCOC)
,
Horsehead Holdings
(ZINC)
and
ExpressJet Holdings
(XJT)
.
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Energy Conversion Devices
(ENER)
,
Palm
(PALM)
and
Celgene
(CELG)
.
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
Tree.com
(TREE)
,
Hewlett-Packard
(HPQ)
,
Dick's Sporting Goods
(DKS)
and
J. Crew Group
(JCG)
.
At the time of publication, Altucher and/or his fund had no positions in 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.
TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.
