Skip to main content

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.

Cheap Regional Banks and Insurers

:

Barron's

says the most alluring financial companies now are regional banks and insurers trading near book value. Among them are

Marshall & Ilsley

(MI)

,

Fifth Third Bancorp

(FITB) - Get Fifth Third Bancorp Report

and

MetLife

(MET) - Get MetLife Inc. Report

.

Big Money Is Bullish

:

Scroll to Continue

TheStreet Recommends

Barron's

latest "Big Money" poll shows that institutional investors are overwhelmingly bullish, despite the economic headwinds ahead. Poll respondents' picks include

Research In Motion

(RIMM)

and

Transocean

(RIG) - Get Transocean Ltd (Switzerland) Report

. A majority of those surveyed considered

Google

(GOOG) - Get Alphabet Inc. Report

to be one of the market's most overvalued names.

Large-Cap Growth Manager

:

Barron's

spoke with Stephen Pesek, portfolio manager of MFS Core Growth Fund (MFCAX). Some of the names he likes are

Genzyme

(GENZ)

,

Oracle

(ORCL) - Get Oracle Corporation Report

and

CVS Caremark

(CVS) - Get CVS Health Corporation Report

.

Speaking Of Dividends

: This

Barron's

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

Alliance Resource Partners

(ARLP) - Get Alliance Resource Partners L.P. Report

and

Zions Bancorp

(ZION) - Get Zions Bancorporation N.A. 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

Molson Coors Brewing

(TAP) - Get Molson Coors Beverage Company Class B Report

and

Societe Generale

(SCGLY)

, plus a bearish piece on

Church & Dwight

(CHD) - Get Church & Dwight Company Inc. Report

.

Latest Activist Purchases

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

Sun Microsystems

(JAVA)

,

Ford Motor

(F) - Get Ford Motor Company Report

and

Telik

(TELK)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Boardwalk Pipeline Partners

(BWP)

,

Boyd Gaming

(BYD) - Get Boyd Gaming Corporation Report

and

KeyCorp

(KEY) - Get KeyCorp 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

Freeport-McMoRan Copper & Gold

(FCX) - Get Freeport-McMoRan Inc. Report

,

Terex

(TEX) - Get Terex Corporation Report

,

CME

(CME) - Get CME Group Inc. Report

and

Allscripts-Misys Healthcare Solutions

(MDRX) - Get Allscripts Healthcare Solutions Inc. Report

.

This article was written by a staff member of TheStreet.com.