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.

Advertising New Order

: This

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

Google

(GOOG) - Get Report

,

Yahoo!

(YHOO)

and

Time Warner

(TWX)

.

High-Yield Powerhouses

: This

Barron's

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

Edison International

(EIX) - Get Report

,

American Electric Power

(AEP) - Get Report

and

PG&E

(PCG) - Get Report

.

Fundamental Micro Manager

:

Barron's

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

Steve Madden

(SHOO) - Get Report

,

Denny's

(DENN) - Get Report

and

Boots & Coots

( WEL).

Bullish and Bearish

: 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

Cablevision

(CVC)

and

Nalco Holding

( NLC), plus a bearish piece on

Winnebago Industries

(WGO) - Get Report

.

Latest Activist Purchases

: Which companies are the top hedge funds chasing? This week's list includes names like

American Dairy

( ADY),

Brigham Exploration

( BEXP) and

Facet Biotech

( FACT).

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

Jazz Pharmaceuticals

(JAZZ) - Get Report

,

Southern Copper

( PCU),

Starbucks

(SBUX) - Get Report

and

Steak N Shake

( SNS).

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

3Com

( COMS),

XL Capital

(XL) - Get Report

and

Continental Resources

(CLR) - Get Report

.

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