This Week's 'Barron's' Roundup - TheStreet

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' 500

:

Barron's

ranks the 500 largest public companies. Top names include

Research In Motion

(RIMM)

,

MasterCard

(MA) - Get Report

and

Perini

(PCR)

.

Stress-Test Winners

:

Barron's

picked some bank stocks worth buying following the results of the stress test. Among the names are

Bank of America

(BAC) - Get Report

and

JPMorgan Chase

(JPM) - Get Report

.

Supply Chain

:

Barron's

looks at the future of the auto parts suppliers given all the problems

General Motors

(GM) - Get Report

and other automakers are having. Names that could be in trouble include

Lear

(LEA) - Get Report

,

American Axle

(AXL) - Get Report

and

Johnson Controls

(JCI) - Get Report

.

High-Yield Manager

:

Barron's

talks J. Matthew Philo, senior managing director at Mackay Shields, an asset manager in New York with around $30 billion under management. Philo sees value in higher quality junk bonds, including the bonds

Harley Davidson

(HDI)

and

Tyson Foods

(TSN) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

Thomson Reuters

(TRI) - Get Report

,

American Water Works

(AWK) - Get Report

and

CMS Energy

(CMS) - 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

Campbell Soup

(CPB) - Get Report

and

Hess Corp.

(HES) - Get Report

, plus a bearish take on

Hansen Natural

(HANS)

.

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

Visa

(V) - Get Report

,

Cepheid

(CPHD)

,

Stryker

(SYK) - Get Report

and

Bristol Myers Squibb

(BMY) - Get Report

.

Latest Activist Purchases

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

Bitstream

(BITS)

,

Delta Petroleum

(DPTR)

and

Telephone & Data Systems

(TDS) - Get Report

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

SunTrust Banks

(STI) - Get Report

,

Wynn Resorts

(WYNN) - Get Report

and

Och-Ziff Capital

(OZM)

.

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

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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