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 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
and getting long the
iShares iBoxx $ High-Yield
or convertible securities on stocks such as
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
would bottom at 750. Some of the stocks he likes include
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
Diamond Offshore Drilling
: 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
: Which companies are the top hedge funds chasing? This week's list includes names like
: The latest analyst research highlighted by
, including reports this week on
: 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
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
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;
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