Editor's note: Welcome to Stockpickr's "Barron's Roundup." Eachweekend, James Altucher presents Stockpickr portfolios related toarticles in the latest issue of Barron's.

Hedge Fund Flavor



talked with Emmanuel Ferreira, portfolio manager of the $1.3 billion

Oppenheimer Quest Opportunity Value Fund


. Ferreira runs the fund like a hedge fund without the leverage. Some of the names he likes include


(GOOG) - Get Report


Research In Motion


) and

Take-Two Interactive Software

(TTWO) - Get Report


Speaking Of Dividends

: This


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

Pharmaceutical Product Development


) and

Automatic Data Processing

(ADP) - Get Report


Bullish and Bearish

: Each week,


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

American Express

(AXP) - Get Report


Colgate Palmolive

(CL) - Get Report


Charles Schwab

(SCHW) - Get Report


Latest Activist Purchases

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


(DBD) - Get Report




) and

Elizabeth Arden



Research Reports

: The latest analyst research reports highlighted by


, including reports this week on


(M) - Get Report


Titanium Metals


) and


(CRM) - Get Report


Top Insider Purchases of the Week

: Insider purchases are a lot more predictive than insider selling.


lists companies in which managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in


(GLW) - Get Report



(MNST) - Get Report




(HLF) - Get Report

) and



(AGN) - Get Report

) .

At the time of publication, Altucher and/or his fund had no positions in 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



. 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.

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