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.
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
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
: 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
: Which companies are the top hedge funds chasing? This week's list includes names like
Telephone & Data Systems
: The latest analyst research reports highlighted by
, including reports this week on
Bank of America
St. Jude Medical
: 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
Och-Ziff Capital Management Group
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
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;
to send him an email.
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