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 four health-care stocks that could be winners in a slowing economy. Names mentioned include
Express Scripts
(ESRX)
and
Teva Pharmaceutical Industries
(TEVA) - Get Report
.
:
Barron's
speaks with value investor Robert Fetch, portfolio manager of the
Lord Abbett Small Cap Value Fund
. Fetch tells
Barron's
he's finding valuations in the market he hasn't seen in decades. Names he likes include
Plexus
(PLXS) - Get Report
and
URS
(URS)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Sysco
(SYY) - Get Report
and
Roper Industries
(ROP) - 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
Berkshire Hathaway
(BRK.A) - Get Report
and
Yahoo!
(YHOO)
, plus a bearish piece on
National Financial Partners
(NFP)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Delta Petroleum
( DPTR),
AutoNation
(AN) - Get Report
and
Enzon Pharmaceuticals
(ENZN)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Home Depot
(HD) - Get Report
,
Intel
(INTC) - Get Report
and
Natus Medical
(BABY)
.
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
Citigroup
(C) - Get Report
,
Invitrogen
( IVGN),
General Electric
(GE) - Get Report
and
EnergySolutions
(ES) - Get Report
.
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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