Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each week, James Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.

Cheap Growth

:

Barron's

speaks with Matthew McCormick, portfolio manager and banking analyst at Bahl & Gaynor Investment Counsel. His company focuses on investing in large-cap growth stocks that make things people need rather than things they want. He likes

AT&T

(T) - Get Report

,

Becton Dickinson

(BDX) - Get Report

and

Johnson & Johnson

(JNJ) - Get Report

, among others.

'Speaking of Dividends'

: This

Barron's

column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on

Macy's

(M) - Get Report

and

Motorola

(MOT)

.

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

UnitedHealth Group

(UNH) - Get Report

,

NetApp

(NTAP) - Get Report

and

General Electric

(GE) - Get Report

.

Latest Activist Purchases

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

NRG Energy

(NRG) - Get Report

,

Toreador Resources

(TRGL)

and

Online Resources

(ORCC) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Monster Worldwide

(MWW)

,

Humana

(HUM) - Get Report

and

Valmont Industries

(VMI) - Get Report

.

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

Seagate Technology

(STX) - Get Report

,

Johnson Controls

(JCI) - Get Report

,

Caterpillar

(CAT) - Get Report

and

Southern Copper

(PCU)

.

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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