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.
: For this article,
polled America's biggest professional money managers. They are bullish or very bullish about the stock market for 2009. Among the names they like are
. The pros think
are overvalued, however.
talks with Jason DeSena Trennert, the managing partner and chief investment strategist at Strategas Research Partners in New York. Trennert thinks inflation is coming and investors should be in stocks backed by hard assets. Among the names he likes are
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
: 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
: 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
: Which companies are the top hedge funds chasing? This week's list includes names like
Whole Foods Market
: The latest analyst research highlighted by
, including reports this week on
At the time of publication, Altucher 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
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;
to send him an email.
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