
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.
: This
Barron's
article says that shares of property-and-casualty insurers are cheap, given their strong balance sheets and solid earnings. Among the stocks mentioned are
American International Group
(AIG) - Get Report
,
Chubb
(CB) - Get Report
and
Travelers
(TRV) - Get Report
.
:
Barron's
talks with Gordon L. Johnson II, a solar-energy analyst at Israeli-based Hapoalim Securities. Johnson thinks a supply glut will put selling pressure on the solar stocks. Among the stocks mentioned are
First Solar
(FSLR) - Get Report
,
Trina Solar
(TSL)
and
Suntech Power
(STP)
.
: 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 bearish stories on
SAP
(SAP) - Get Report
and
OptionsXpress
( OXPS), plus a bullish piece on
Microsoft
(MSFT) - Get Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
McDonald's
(MCD) - Get Report
and
Buckle
(BKE) - Get Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Viacom
(VIA) - Get Report
,
Immersion
(IMMR) - Get Report
and
Atlas Air Worldwide
(AAWW) - 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' stocks. There has been interesting activity in
Sears Holdings
(SHLD)
,
Quality Systems
(QSII)
,
Cousins Properties
(CUZ) - Get Report
and
Synovus Financial
(SNV) - Get Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Chesapeake Energy
(CHK) - Get Report
,
Principal Financial Group
(PFG) - Get Report
and
Millicom International Cellular
( MICC).
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