This Week's 'Barron's' Roundup

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

Preferred Treatment

: This

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

Merrill Lynch

(MER)

and

HSBC Holdings

(HCS)

.

Image placeholder title

Short Ideas

:

Barron's

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

Stryker

(SYK) - Get Report

and

Psychiatric Solutions

(PSYS)

.

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

Hewlett-Packard

(HPQ) - Get Report

and

Millicom International Cellular

(MICC)

, plus a bearish take on

Research In Motion

(RIMM)

.

Latest Activist Purchases

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

LCA-Vision

(LCAV)

,

Telephone & Data Systems

(TDS) - Get Report

and

Maguire Properties

(MPG)

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Bank of America

(BAC) - Get Report

,

Red Hat

(RHT) - Get Report

and

St. Jude Medical

(STJ)

.

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

Goldman Sachs

(GS) - Get Report

,

Marvel Entertainment

(MVL)

,

Och-Ziff Capital Management Group

(OZM)

and

Salix Pharmaceuticals

(SLXP)

.

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

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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