This Week's 'Barron's' Roundup
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.
:
Barron's
"Striking Price" column highlights options strategies for first-quarter earnings. Names mentioned include
SanDisk
(SNDK)
,
Abercrombie & Fitch
(ANF)
and
Massey Energy
(MEE)
.
:
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)
common stock.
:
Barron's
interviews Derek Van Eck, who oversees the $3.3 billion
Van Eck Global Hard Assets Fund
(GHAAX). Van Eck sees opportunities in the commodity sector due in part to strong demand from countries like China. Among the names he likes are
Randgold Resources
(GOLD)
and
Noble Energy
(NBL)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Procter & Gamble
(PG)
and
Seagate Technology
(STX)
.
: Each week,
Barron's
publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bullish stories on
Principal Financial Group
(PFG)
,
Nintendo
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, and
Agrium
(AGU)
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
Best Buy
(BBY)
,
Ligand Pharmaceuticals
(LGND)
,
Commercial Vehicle Group
(CVGI)
and
PDL Biopharma
(PDLI)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Immersion
(IMMR)
,
SWS Group
(SWS)
and
Trico Marine Services
undefined
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Express Scripts
(ESRX)
,
Goldman Sachs
(GS)
and
Schlumberger
(SLB)
.
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At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.
James Altucher is president of
LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the
Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$h
. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;
to send him an email.
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