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 investors should take advantage of the market selloff and look for companies with strong balance sheets. Some of the cash-rich companies
Barron's
likes are
Apple
(AAPL)
,
Microsoft
(MSFT)
and
Paccar
(PCAR)
.
:
Barron's
says master limited partnerships look inexpensive. Some of the MLPs that
Barron's
favors are
El Paso Pipeline
(EPB)
,
Boardwalk Pipeline Partners
(BWP)
and
OneOk
(OKE)
.
:
Barron's
talks with the team at Sound Shore Fund (SSHFX). Managers James Clark, Harry Burn, John DeGulis and T. Gibbs Kane run a value shop with around $7 billion under management. Their picks include
Credit Suisse
(CS)
and
Pfizer
(PFE)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on
United Technologies
(UTX)
and
Kinder Morgan Energy
(KMP)
.
: Each week,
Barron's
publishes bullish and bearish stories on a variety of stocks (and sometimes, market indices). We present summaries of those stories in this portfolio. This week, there are bullish stories on the
Dow
and
RealNetworks
(RNWK)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Brooks Automation
(BRKS)
,
Unisys
(UIS)
and
Matrixx Initiatives
( MTXX).
: The latest analyst research highlighted by
Barron's
, including reports this week on
AIG
(AIG)
,
SunPower
(SPWR)
and
Hartford Financial
(HIG)
(HIG).
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
Wynn Resorts
(WYNN)
,
Monogram Biosciences
( MGRM),
Micromet
( MITI) and
Titanium Metals
(TIE)
.
At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.
James Altucher is president of
LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the
Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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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