This Week's 'Barron's' Roundup

Where the pros think the market is headed, plus how to hedge your portfolio against inflation.
Author:
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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.

Big-Money Bulls

: For this article,

Barron's

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

General Electric

(GE) - Get Report

and

Apple

(AAPL) - Get Report

. The pros think

Google

(GOOG) - Get Report

and

Netflix

(NFLX) - Get Report

are overvalued, however.

Hard-Asset Bull

:

Barron's

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

Schlumberger

(SLB) - Get Report

and

Altria Group

(MO) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

Coach

(COH)

and

Southern Company

(SO) - 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

Amazon

(AMZN) - Get Report

,

General Mills

(GIS) - Get Report

and

Suncor Energy

(SU) - Get Report

.

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

Hansen Medical

(HNSN)

,

Cell Genesys

(CELG) - Get Report

,

National Beverage

(FIZZ) - Get Report

and

Meridian Biosciences

(VIVO) - Get Report

.

Latest Activist Purchases

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

Whole Foods Market

(WFMI)

,

Bookham

(BKHM)

and

United Rentals

(URI) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Caterpillar

(CAT) - Get Report

,

Oracle

(ORCL) - Get Report

and

Johnson Controls

(JCI) - Get Report

.

At the time of publication, Altucher 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.

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