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This Week's 'Barron's' Roundup

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

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



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




Abercrombie & Fitch



Massey Energy



High-Yield Players



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



bonds and

Kimberly Clark


common stock.

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Commodities Bull



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



Noble Energy



'Speaking of Dividends'

: This


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

Procter & Gamble



Seagate Technology



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

Principal Financial Group





, and




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' stocks. There has been interesting activity in

Best Buy



Ligand Pharmaceuticals



Commercial Vehicle Group



PDL Biopharma



Latest Activist Purchases

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




SWS Group



Trico Marine Services



Research Reports

: The latest analyst research highlighted by


, including reports this week on

Express Scripts



Goldman Sachs





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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


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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