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 the advertising market is starting to bottom and money is flowing again, but not into the traditional formats such as newspapers and broadcast TV. The new winners will likely be in alternative advertising like search engines, digital media and subscription TV. Among the stocks mentioned are
article says that electric utilities could offer investors returns of 10% or more in the coming year, as investors move out of faster growers and into defensive plays. Among the stocks mentioned are
American Electric Power
talks with Robert Sullivan, manager of the no-load $76 million
Satuit Capital Micro Cap Fund
(SATMX). Sullivan focuses on companies with margin expansion, balance-sheet strength and cash flows. Among the stocks in his portfolio are
Boots & Coots
: 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
( NLC), plus a bearish piece on
: Which companies are the top hedge funds chasing? This week's list includes names like
( BEXP) and
: 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
Steak N Shake
: The latest analyst research highlighted by
, including reports this week on
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