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.
: A
Barron's
article says how much a company spends on research and development can be a guide to how its stock will perform. Companies with strong R&D spending include
Motorola
(MOT)
,
Sun Microsystems
(JAVA)
and
Pfizer
(PFE) - Get Pfizer Inc. Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on
Microsoft
(MSFT) - Get Microsoft Corporation (MSFT) Report
,
General Electric
(GE) - Get General Electric Company (GE) Report
and
McDonald's
(MCD) - Get McDonald's Corporation (MCD) Report
.
: 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
JPMorgan Chase
(JPM) - Get JPMorgan Chase & Co. (JPM) Report
and
Tyco Electronics
(TEL) - Get TE Connectivity Ltd. Report
among others.
: Which companies are the top hedge funds chasing? This week's list includes names like
Chesapeake Energy
(CHK) - Get Chesapeake Energy Corporation Report
,
J. Crew Group
(JCG)
and
Telephone & Data Systems
TheStreet Recommends
(TDS) - Get Telephone and Data Systems, Inc. Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Apple
(AAPL) - Get Apple Inc. (AAPL) Report
,
JA Solar
(JASO)
and
Red Hat
(RHT) - Get Red Hat, Inc. 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)
,
The Gabelli Global D
,
Conseco
(CNO) - Get CNO Financial Group, Inc. Report
and
Crown Holdings
(CCK) - Get Crown Holdings, Inc. Report
.
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although holdings 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.
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