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 the biggest investment bubble today is in U.S. Treasuries. It says prices on government debt are set to go lower but adds there's opportunity in the rest of the bond market. The article recommends shorting Treasuries with the

Ultrashort Lehman 20+Year Treasury Proshares

(TBT) - Get Report

and getting long the

iShares iBoxx $ High-Yield

(HYG) - Get Report

or convertible securities on stocks such as

Ford Motor

(F) - Get Report

and

Citigroup

(C) - Get Report

.

Bottom Caller

:

Barron's

interviews Laszlo Birinyi, founder and president of Birinyi Associates. His firm, located in Westport, Conn., manages around $250 million in assets. Birinyi recently published a note saying the

S&P 500

would bottom at 750. Some of the stocks he likes include

General Electric

(GE) - Get Report

and

Amazon.com

(AMZN) - Get Report

.

Top-Down Manager

:

Barron's

talks with Jerry Jordan, portfolio manager of the Jordan Opportunity Fund (JORDX). Jordan uses a "top-down" investment approach when selecting stocks. Some of the names he likes include

Biogen Idec

(BIIB) - Get Report

and

Diamond Offshore Drilling

(DO) - 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

Questar

(STR)

,

Infosys Technologies

(INFY) - Get Report

and

ICICI Bank

(IBN) - Get Report

.

Latest Activist Purchases

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

Mentor

(MNT)

,

MathStar

(MATH)

and

Media General

(MEG)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Ceradyne

(CRDN)

,

Axsys Technologies

(AXYS)

and

Intersil

(ISIL)

.

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

Salesforce.com

(CRM) - Get Report

,

Helicos Biosciences

(HLCS)

,

Mosys

(MOSY) - Get Report

and

CVS Caremark

(CVS) - 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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.