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.

Scoping Out Mid-Cap Winners

:

Barron's

interviews Ronald Sloan, lead portfolio manager of the AIM Mid-Cap Core Equity Fund (GTAGX). Sloan's fund is ranked in the top 4% of all equity funds and the top 2% of mid-cap funds. Some of the names he currently favors are

Molex

(MOLX)

,

Zimmer Holdings

(ZMH)

and

Legg Mason

(LM) - Get Report

.

Weighing the Financials

:

Barron's

publishes a special report that examines which financial stocks to buy and which to avoid. The article was bullish on

Bank of New York

(BK) - Get Report

and

State Street

(STT) - Get Report

, and bearish on

U.S. Bancorp

(USB) - Get Report

and

Moody's

(MCO) - Get Report

.

Speaking Of Dividends

: This

Barron's

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

Buckle

(BKE) - Get Report

and

ProLogis

(PLD) - 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

Google

(GOOG) - Get Report

and

Bank of America

(BAC) - Get Report

.

Latest Activist Purchases

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

Virgin Mobile USA

( VM),

Amylin Pharmaceuticals

( AMLN) and

Dish Network

(DISH) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

General Electric

(GE) - Get Report

,

Sycamore Networks

(SCMR)

and

Tractor Supply

(TSCO) - Get Report

.

Top Insider Purchases of the Week

: Insider purchases are a lot more predictive than insider selling.

Barron's

lists the companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in

Calpine

(CPN)

,

Clean Energy Fuels

(CLNE) - Get Report

,

National Oilwell Varco

(NOV) - Get Report

and

Lions Gate Entertainment

(LGF)

.

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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