This Week's 'Barron's' Roundup

Where the top CEOs work, stocks that yield more than bonds and bank stocks to own now.
Author:
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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.

High-Profit Value

:

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

.

Bank Bull

:

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

.

World's Best CEOs

:

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

.

'Speaking of Dividends'

: This

Barron's

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

Oracle

(ORCL) - 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

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)

.

Latest Activist Purchases

: 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)

.

Research Reports

: 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

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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