This Week's Barron's Roundup

Stock picking with Sentinel's Elizabeth Bramwell, and bullish assessments of Middleby and McAfee.
Author:
Publish date:

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.

Growth Manager

:

Barron's

interviews Elizabeth Bramwell, senior vice president and manager of the Sentinel Capital Growth Fund (BRGRX). Some of the names she currently favors are

Jacobs Engineering

(JEC) - Get Report

,

Peabody Energy

(BTU) - Get Report

and

IBM

(IBM) - Get Report

.

Speaking Of Dividends

: This

Barron's

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

Tyco International

(TYC)

and

Kraft Foods

(KFT)

.

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

Middleby

(MIDD) - Get Report

and

McAfee

(MFE)

.

Latest Activist Purchases

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

Flow International

(FLOW) - Get Report

,

Virgin Media

(VMED)

and

DayStar Technologies

(DSTI)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Melco Crown Entertainment

(MPEL)

,

Live Nation

(LYV) - Get Report

and

PNC Financial Services

(PNC) - 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

SourceForge

(LNUX)

,

MBIA

(MBI) - Get Report

,

American Capital

(ACAS)

and

Grubb & Ellis

(GBE)

.

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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