This Week's 'Barron's' Roundup
Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each weekend, we present Stockpickr portfolios related to articles in the latest issue of Barron's.
:
Barron's
looks at picks and pans discussed by Wall Street heavyweights like David Einhorn, William Ackman and Jim Chanos at a recent investment conference. Among the names mentioned are
Strayer Education
(STRA) - Get Strategic Education, Inc. Report
,
General Growth Properties
(GGWPQ.PK)
and
Millicom International
( MICC).
: In this article,
Barron's
TheStreet Recommends
introduces what it calls its Michelle Obama Index, which consists of 10 stocks that offer good value, something the first lady has championed. Among the names are
Apple
(AAPL) - Get Apple Inc. Report
,
Urban Outfitters
(URBN) - Get Urban Outfitters, Inc. Report
and
J. Crew Group
( JCG).
:
Barron's
talks with Ronald Canakaris, chairman and chief investment officer of Montag & Caldwell, and portfolio manager of
Aston/Montag & Caldwell Growth Fund-N Class
(MCGFX). Canakaris has managed money through three of the six worst bear markets since 1900. Among the stocks in his portfolio are
Research In Motion
( RIMM), Apple and
Charles Schwab
(SCHW) - Get Charles Schwab Corporation Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
H.J. Heinz
(HNZ)
and
Pharmaceutical Product Development
( PPDI).
: 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
Varian Medical Systems
(VAR) - Get Varian Medical Systems, Inc. Report
and
Boeing
(BA) - Get Boeing Company Report
, plus a bearish piece on
Green Mountain Coffee Roasters
(GMCR)
.
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
Fortress Investment Group
undefined
,
GameStop
(GME) - Get GameStop Corp. Class A Report
,
Wal-Mart
(WMT) - Get Walmart Inc. Report
and
Siga Technologies
(SIGA) - Get SIGA Technologies Inc Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Ditech Networks
( DITC),
Superconductor Technologies
(SCON) - Get Superconductor Technologies, Inc. Report
and
Air Transport Group
(ASTG)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Giant Interactive
(GA)
,
United Therapeutics
(UTHR) - Get United Therapeutics Corporation Report
and
Boeing
(BA) - Get Boeing Company Report
.
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