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.
"Striking Price" column highlights options strategies for first-quarter earnings. Names mentioned include
Abercrombie & Fitch
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
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
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Procter & Gamble
: 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
Principal Financial Group
: 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' stocks. There has been interesting activity in
Commercial Vehicle Group
: Which companies are the top hedge funds chasing? This week's list includes names like
Trico Marine Services
: The latest analyst research highlighted by
, including reports this week on
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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
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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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