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.
presents the second installment of its annual New York roundtable with professional money managers. Bill Gross, Felix Zulauf, Archie MacAllaster and Abby Cohen weigh in on
Energy Select Sector
article discusses how Obama strongly supports "cap and trade," a market-based system designed to cut emissions of greenhouse gasses. Some companies that could benefit include
Energy Conversion Devices
speaks with Julie Lang Kirkpatrick, portfolio manager of Lang Asset Management. Most of the accounts Kirkpatrick manages are now largely in cash, but she is looking at investing in names like
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
: 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 bearish stories on
, plus a bullish piece on
: Which companies are the top hedge funds chasing? This week's list includes names like
Whole Foods Market
: The latest analyst research highlighted by
, including reports this week on
Expeditors International of Washington
Wendy's Arby's Group
: 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
( PPCO) and
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;
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