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
highlights the sectors that could benefit and the ones that could be hurt under the Obama administration.
Peabody Energy
(BTU) - Get Report
,
Express Scripts
(ESRX)
and
Raytheon
(RTN) - Get Report
were among the names mentioned.
:
Barron's
says a strong dollar could boost some of Europe's biggest companies. Names that could benefit from a robust greenback include
Total
(TOT) - Get Report
,
BP
(BP) - Get Report
and
Novartis
(NVS) - Get Report
.
:
Barron's
speaks with John Osterweis, portfolio manager of the $300 million Osterweis Fund (OSTFX), which looks to invest in out-of-favor stocks. Some of the names he likes are
Questar
(STR)
,
Websense
(WBSN)
and
HealthSouth
(HLS)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Emerson Electric
(EMR) - Get Report
.
: Each week,
Barron's
publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bearish stories on
The Blackstone Group
(BX) - Get Report
and
Raymond James Financial
(RJF) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Lear
(LEA) - Get Report
,
Tongjitang Chinese Medicines
(TCM)
and
Power-One
(PWER)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Cepheid
(CPHD)
,
KLA-Tencor
(KLAC) - Get Report
and
Motorola
(MOT)
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
China Security & Surveillence
(CSR)
,
PACCAR
(PCAR) - Get Report
,
Eagle Materials
(EXP) - Get Report
and
Lions Gate Entertainment
(LGF)
.
At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.
James Altucher is president of
LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the
Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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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