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.
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
publishes a special report that examines which financial stocks to buy and which to avoid. The article was bullish on
Bank of New York
, and bearish on
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
: Each week,
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
Bank of America
: Which companies are the top hedge funds chasing? This week's list includes names like
Virgin Mobile USA
( AMLN) and
: The latest analyst research highlighted by
, including reports this week on
: Insider purchases are a lot more predictive than insider selling.
lists the companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
Clean Energy Fuels
National Oilwell Varco
Lions Gate Entertainment
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
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
and the author of
Trade Like a Hedge Fund
Trade Like Warren Buffett
. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;
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