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
speaks with corporate raider and hedge fund manager Carl Icahn, chairman of Icahn Associates. Icahn says his hedge fund has a big cash position and that he sees opportunity in senior debt and some equities. Stocks he likes include
Yahoo!
(YHOO)
and
Motorola
( MOT).
: 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
Biogen Idec
(BIIB) - Get Report
,
Nasdaq OMX Group
and
AllianceBernstein
(AB) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Enzon Pharmaceuticals
(ENZN)
,
Thomson Reuters
(TRIN)
and
Orient-Express Hotels
(OEH)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
EnerSys
(ENS) - Get Report
ValueClick
(VCLK)
and
U.S. Bancorp
(USB) - Get Report
.
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
Thornburg Mortgage
( TMA),
Dish Networks
(DISH) - Get Report
,
Valence Technology
(VLNC)
and
Loral Space & Communications
(LORL) - 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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