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
says companies that generate lots of cash are the place to be when credit is tight. Some of the "cash cows" that
Barron's
favors are
CME
(CME) - Get Report
,
Baker Hughes
(BHI)
and
Hewlett-Packard
(HPQ) - Get Report
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
General Motors
(GM) - Get Report
,
Verizon Communications
(VZ) - Get Report
, and
Diamond Hill Investment
(DHIL) - Get 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
Apple
(AAPL) - Get Report
,
MetLife
(MET) - Get Report
and
Banco Santander
(STD)
: Which companies are the top hedge funds chasing? This week's list includes names like
Canadian Superior Energy
(SNG)
,
Global Ship Lease
(GSI)
and
Epicor Software
(EPIC)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Annaly Capital Management
(NLY) - Get Report
,
Citigroup
(C) - Get Report
and
Thinkorswim
(SWIM)
.
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
Vanda Pharmaceuticals
(VNDA) - Get Report
,
Sunoco
(SUN) - Get Report
,
Knology
(KNOL)
and
Comverge
(COMV)
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
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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