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.

Obama Plays

:

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.

Strong Dollar Plays

:

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

.

Off the Beaten Path

:

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)

.

Speaking Of Dividends

: This

Barron's

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

Emerson Electric

(EMR) - Get 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 bearish stories on

The Blackstone Group

(BX) - Get Report

and

Raymond James Financial

(RJF) - Get Report

.

Latest Activist Purchases

: 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)

.

Research Reports

: 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

Stockpickr

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;

click here

to send him an email.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.