This Week's 'Barron's' Roundup

The good and bad in retail; dividend-stock news; the latest insider buying; and more.
Author:
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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.

Good, Bad & Ugly in Retail

:

Barron's

thinks some retailers won't survive the slowdown in consumer spending and may be forced to file for bankruptcy. Others are cash rich should be able to weather the storm. Names mentioned include

Sears Holdings

(SHLD)

,

Macy's

(M) - Get Report

and

Amazon.com

(AMZN) - Get Report

.

Speaking of Dividends

: This

Barron's

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

Boeing

(BA) - Get Report

and

Pfizer

(PFE) - 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 bullish stories on

Microsoft

(MSFT) - Get Report

and

Nomura Holdings

(NMR) - Get Report

.

Latest Activist Purchases

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

AIG

(AIG) - Get Report

,

VMware

(VMW) - Get Report

and

Burlington Northern Santa Fe

(BNI)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Northern Trust

(NTRS) - Get Report

,

ITT

(ITT) - Get Report

and

Consol Energy

(CNX) - 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

Marchex

(MCHX) - Get Report

,

Akamai Technologies

(AKAM) - Get Report

,

Jupitermedia

(JUPM)

and

Globalstar

(GSAT) - Get Report

.

At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although holdings 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.

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