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
separates the winners from the losers in the commercial property market. Among the names that could emerge victorious are
Simon Property Group
(SPG) - Get Simon Property Group, Inc. Report
,
Vornado Realty Trust
(VNO) - Get Vornado Realty Trust Report
and
Public Storage
(PSA) - Get Public Storage Report
. The risky plays include
Kimco Realty
(KIM) - Get Kimco Realty Corporation Report
TheStreet Recommends
and
ProLogis
(PLD) - Get Prologis, Inc. Report
.
:
Barron's
talks with Ron Baron, chairman and CEO of
Baron Capital Group
. Baron sees investment opportunities in sectors like energy, technology, education and gaming. Among his picks are
Morningstar
(MORN) - Get Morningstar, Inc. Report
,
Wynn Resorts
(WYNN) - Get Wynn Resorts, Limited Report
and
Blue Nile
(NILE)
.
:
Barron's
talks with William B. Frels, co-manager of the
Mairs and Power Growth Fund
(MPGFX). The $1.4 billion growth fund is chock full of Minnesota companies, which tend to outperform the broader market. Among the names he likes are
3M
,
Fastenal
(FAST) - Get Fastenal Company Report
and
Medtronic
(MDT) - Get Medtronic Plc Report
.
: Each week,
Barron's
publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bullish stories on
Clorox
(CLX) - Get Clorox Company Report
,
Mentor Graphics
(MENT)
and
Schlumberger
(SLB) - Get Schlumberger NV Report
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
Huntington Bancshares
(HBAN) - Get Huntington Bancshares Incorporated Report
,
Genzyme
( GENZ),
Cryo-Cell
(CCEL)
and
Marriott International
(MAR) - Get Marriott International, Inc. Class A Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Mindspeed Technologies
(MSPD)
,
Life Time Fitness
(LTM) - Get LATAM Airlines Group SA Sponsored ADR Report
and
GSI Group
(GSIG)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Qualcomm
(QCOM) - Get Qualcomm Inc Report
,
Humana
(HUM) - Get Humana Inc. Report
and
Boardwalk Pipeline Partners
(BWP)
.
At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.
James Altucher is president of
LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the
Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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.
TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.
