Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
article contends that timber prices could be cut in half in coming years. That could spell trouble for real estate investment trusts focused on timber. Among the stocks mentioned are
talks with Allison Thacker, managing director and co-portfolio manager of the
RS Technology Fund
(RSIFX). The fund has been red-hot in 2009, rising by 47.53% as of July 31. Among the stocks in her portfolio are
( GSIC) and
talks with Dan Denbow and Mark Johnson, co-managers of the $1.3 billion
USAA Precious Metals and Minerals Fund
(USAGX). The pair likes to do first-hand due diligence by visiting the mines they track and talking to workers. Among the stocks in their portfolio are
: 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
, plus a bearish piece on
: Which companies are the top hedge funds chasing? This week's list includes names like
Interactive Brokers Group
: 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' shares. There has been interesting activity in
: The latest analyst research reports highlighted by
, including reports this week on
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