This Week's 'Barron's' Roundup
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.
:
Barron's
put together a list of 56 stocks that offer compelling value, relative to bonds, based on earnings yield. Among the names are
News Corp
(NWS) - Get Report
,
WellPoint
(WLP)
and
Hewlett-Packard
(HPQ) - Get Report
.
:
Barron's
talks with David Ellison, chief investment officer at FBR Equity Funds. Ellison runs the FBR Large-Cap Financial Fund (FBRFX) and the FBR Small-Cap Financial Fund (FBRUX). Two of the bank stocks he likes are
KeyCorp
(KEY) - Get Report
and
SunTrust Banks
(STI) - Get Report
.
:
Barron's
publishes its roster of the world's most respected CEOs. The top chiefs are at companies including
Apple
(AAPL) - Get Report
,
Amazon.com
(AMZN) - Get Report
and
ArcelorMittal
(MT) - Get Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Oracle
(ORCL) - Get Report
.
: 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
Lorillard
(LO)
, plus bearish pieces on
Intel
(INTC) - Get Report
and
Applied Materials
(AMAT) - 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
Dominion Resources
(D) - Get Report
,
Overseas Shipholding Group
(OSG) - Get Report
,
21St Century Holding
(TCHC)
and
AnnTaylor Stores
(ANN)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Target
(TGT) - Get Report
,
Ready Mix
(RMX)
and
Cadus Pharmaceutical
(KDUS)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Fortress Investment Group
(FIG)
,
F5 Networks
(FFIV) - Get Report
and
Cephalon
(CEPH)
.
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
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;
to send him an email.
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