This Week's 'Barron's' Roundup
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.
:
Barron's
talked with Emmanuel Ferreira, portfolio manager of the $1.3 billion
Oppenheimer Quest Opportunity Value Fund
(OVOPX)
. Ferreira runs the fund like a hedge fund without the leverage. Some of the names he likes include
(GOOG) - Get Report
),
Research In Motion
(RIMM)
) and
Take-Two Interactive Software
(TTWO) - Get Report
).
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Pharmaceutical Product Development
(PPDI)
) and
Automatic Data Processing
(ADP) - 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 bullish stories on
American Express
(AXP) - Get Report
,
Colgate Palmolive
(CL) - Get Report
and
Charles Schwab
(SCHW) - Get Report
).
: Which companies are the top hedge funds chasing? This week's list includes names like
Diebold
(DBD) - Get Report
),
Rowan
(RDC)
) and
Elizabeth Arden
(RDEN)
).
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Macy's
(M) - Get Report
),
Titanium Metals
(TIE)
) and
Salesforce.com
(CRM) - Get Report
).
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies in which managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
Corning
(GLW) - Get Report
),
Monster
(MNST) - Get Report
),
Herbalife
>
(HLF) - Get Report
) and
Allergan
>
(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
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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