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This Week's 'Barron's' Roundup

Betting on adjustable-rate preferred shares; short-selling with Mark Roberts; and more.

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.

Preferred Treatment

: This


article contends that some financial companies' adjustable-rate preferred shares look attractive for their secure dividends, and as a play on an outbreak of inflation. The article recommends preferred stock from companies such as

Merrill Lynch



HSBC Holdings



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Short Ideas



interviews Mark Roberts, founder of Off Wall Street Consulting Group. His firm provides investment ideas, most of which involve short-selling, to a small number of money managers and hedge funds. Some of the stocks he thinks could fall include

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TheStreet Recommends




Psychiatric Solutions



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




Millicom International Cellular


, plus a bearish take on

Research In Motion



Latest Activist Purchases

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




Telephone & Data Systems



Maguire Properties



Research Reports

: The latest analyst research reports highlighted by


, including reports this week on

Bank of America



Red Hat



St. Jude Medical



Top Insider Purchases of the Week

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


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

Goldman Sachs



Marvel Entertainment



Och-Ziff Capital Management Group



Salix Pharmaceuticals



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 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;

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