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.
article contends that the bubble has burst in the U.S. Treasury market due to a glut of government bonds. It advises investors to consider buying corporates, high-yielding mortgage securities and certain municipal bonds. The article discusses the
ProShares UltraShort Lehman 20 Year Treasury ETF
iShares Barclays US Treasury Inflation Protected Securities
, among others.
talks with Jim Keegan, co-manager of the $1.1 billion RidgeWorth Intermediate Bond Fund. Keegan thinks an economic recovery is not at hand, due to the poor state of the U.S. consumer's balance sheet. Among the companies in which he holds bonds are
Time Warner Cable
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
Constellation Energy Group
Jackson Hewitt Tax Service
: The latest analyst research highlighted by
, including reports this week on
Energy Conversion Devices
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
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;
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