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This Week's 'Barron's' Roundup

Looking for a gusher with deep-water drillers, plus why Bespoke's founders think this rally has legs.

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.

Deep Profit Potential



sees opportunity in deep-water drillers as oil supplies get tighter and prices trend upward. Among the names are


(RIG) - Get Transocean Ltd. Report


Diamond Offshore Drilling

(DO) - Get Diamond Offshore Drilling, Inc. Report


Rally Fans



talks with Paul Hickey and Justin Walters, co-founders of Bespoke Investment Group. Walters and Hickey started their firm in 2007 after working for Wall Street veteran Laszlo Birinyi. The duo thinks the current market rally has legs, and they like names such as


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TheStreet Recommends

(MA) - Get Mastercard Incorporated Class A Report



(INTC) - Get Intel Corporation Report


Penny Bargains?

: This


article advocates selling stocks that fall below $5 a share unless you believe strongly in a company. History shows that once a stock falls below $5 a share it's difficult for it to make a comeback. Penny stocks mentioned in this piece include

Sirius XM Radio

(SIRI) - Get Sirius XM Holdings, Inc. Report



(DRAD) - Get Digirad Corporation Report


Office Depot

(ODP) - Get ODP Corporation Report


Pier 1 Imports

(PIR) - Get n.a. Report


'Speaking of Dividends'

: This


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


(RTN) - Get Raytheon Company Report


Bullish and Bearish

: 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

(AMZN) - Get, Inc. Report



(V) - Get Visa Inc. Class A Report

, plus bearish pieces on

First Solar

(FSLR) - Get First Solar, Inc. Report


Energy Conversion Devices



Top Insider Purchases of the Week

: 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' shares. There has been interesting activity in

Loral Space & Communications

(LORL) - Get Loral Space & Communications Inc. Report


Comtech Telecommunications

(CMTL) - Get Comtech Telecommunications Corp. Report


American Apparel

(APP) - Get AppLovin Corp. Class A Report


Churchill Downs

(CHDN) - Get Churchill Downs Incorporated Report


Latest Activist Purchases

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




R.H. Donnelley





Research Reports

: The latest analyst research highlighted by


, including reports this week on

McMoRan Exploration



Skyworks Solutions

(SWKS) - Get Skyworks Solutions, Inc. Report





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 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



. 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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