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.
:
Barron's
conducts a survey of the 10 top strategists and investment officers to see if they are bullish or bearish. The top stock pickers think that equities will make only limited progress between now and year end. Among the stocks mentioned are
Sohu.com
(SOHU) - Get Report
,
Morgan Stanley
(MS) - Get Report
,
Amazon.com
(AMZN) - Get Report
and
Marvell Technology
(MRVL) - Get Report
.
:
Barron's
talks with Deborah Weinswig, managing director and retailing analyst for Citigroup Investment Research. She believes that investors must be selective as retailers adjust to the rapid changes in consumer shopping habits. Among the stocks mentioned are
Target
(TGT) - Get Report
,
Saks
(SKS)
and
Kohl's
(KSS) - Get Report
.
:
Barron's
talks with Jeffrey Auxier, manager of the $92 million
Auxier Focus Fund
(AUXFX). Auxier applies his farming wisdom, which he gains from running a profitable 108-acre hazelnut and timber farm, to managing money. Among the stocks in his portfolio are
Paychex
(PAYX) - Get Report
,
Philip Morris
(PM) - Get Report
and
Kroger
(KR) - 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
Amgen
(AMGN) - Get Report
,
EOG Resources
(EOG) - Get Report
and
M&T Bank
(MTB) - Get Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Verizon Communications
(VZ) - Get Report
and
Rogers Communications
(RCI) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Blockbuster
( BBI),
Yahoo!
(YHOO)
and
Tesco
(TESO)
.
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
Citigroup
(C) - Get Report
,
Foot Locker
(FL) - Get Report
,
Cabela's
(CAB)
and
World Fuel Services
(INT) - Get Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Capital One Financial
(COF) - Get Report
,
Men's Wearhouse
(MW)
and
Global Payments
(GPN) - Get Report
.
Stockpickr is a wholly owned subsidiary of TheStreet.com.
