
This Week's 'Barron's' Roundup
Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
NEW YORK (
) --
: This
Barron's
cover story argues that at a dozen blue-chip left out of the recent rally are worth buying and could rise 20% in the next year. Among the stocks mentioned are
Microsoft
(MSFT) - Get Report
,
ExxonMobil
(XOM) - Get Report
,
Pepsico
(PEP) - Get Report
and
Safeway
(SWY)
.
:
Barron's
talks with Joe Milano, portfolio manager of the
T. Rowe Price New America Growth Fund
(PRWAX). Milano's outlook for the short term is bullish, but he is much more cautious about the long term. Among the stocks in his portfolio are
Medco Health Solutions
(MHS)
,
Monsanto
(MON)
and
Electronic Arts
(ERTS)
.
:
Barron's
talks with Tom O'Halloran, portfolio manager of the
Lord Abbett Developing Growth Fund A
(LAGWX). O'Halloran is snapping up tech stocks for a cyclical bull market that he believes could last at least another year. Among the stocks in his portfolio are
EnerNoc
(ENOC)
,
Concur Technologies
(CNQR)
and
VistaPrint
(VPRT)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Pfizer
(PFE) - Get Report
and
Merck
(MRK) - Get 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
Coke
(KO) - Get Report
and
MSCI
(MXB)
, plus a bearish piece on
First Solar
(FSLR) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Reddy Ice
(FRZ)
,
Quiksilver
(ZQK)
and
Target
(TGT) - Get 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' shares. There has been interesting activity in
Citigroup
(C) - Get Report
,
Ariad Pharmaceuticals
(ARIA)
,
Procter & Gamble
(PG) - Get Report
and
Synaptics
(SYNA) - Get Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Electronic Arts
(ERTS)
,
McDermott
(MDR) - Get Report
and
Mindray Medical
(MR) - Get Report
.
-- Written by Roberto Pedone in Pewaukee, Wis.
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