This Week's 'Barron's' Roundup

How to use options to bet on first-quarter earnings, plus one investor's high-yield bond picks.
Author:
Publish date:

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.

Earnings Options Plays

:

Barron's

"Striking Price" column highlights options strategies for first-quarter earnings. Names mentioned include

SanDisk

(SNDK)

,

Abercrombie & Fitch

(ANF) - Get Report

and

Massey Energy

(MEE)

.

High-Yield Players

:

Barron's

talks with Edward A. Killen and George J. Cipolloni, managers of the

Berwyn Income Fund

(BERIX). The fund concentrates on investing in high-yielding stocks and bonds. They like plays involving

Chattem

(CHTT)

bonds and

Kimberly Clark

(KMB) - Get Report

common stock.

Image placeholder title

Commodities Bull

:

Barron's

interviews Derek Van Eck, who oversees the $3.3 billion

Van Eck Global Hard Assets Fund

(GHAAX). Van Eck sees opportunities in the commodity sector due in part to strong demand from countries like China. Among the names he likes are

Randgold Resources

(GOLD) - Get Report

and

Noble Energy

(NBL) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

Procter & Gamble

(PG) - Get Report

and

Seagate Technology

(STX) - 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

Principal Financial Group

(PFG) - Get Report

,

Nintendo

(NTDOY.PK)

, and

Agrium

(AGU)

.

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

Best Buy

(BBY) - Get Report

,

Ligand Pharmaceuticals

(LGND) - Get Report

,

Commercial Vehicle Group

(CVGI) - Get Report

and

PDL Biopharma

(PDLI) - Get Report

.

Latest Activist Purchases

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

Immersion

(IMMR) - Get Report

,

SWS Group

(SWS)

and

Trico Marine Services

(TRMA)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Express Scripts

(ESRX)

,

Goldman Sachs

(GS) - Get Report

and

Schlumberger

(SLB) - Get Report

.

TheStreet.com Ratings, recognized for its excellence in stock selection, combines fundamental and technical aspects of equity research to provide today's investor with tremendous value in volatile times. To see how your portfolio can take advantage of this extensive research, click here now!

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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.