
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 Bill Miller's
Legg Mason Value Trust
(LMVTX) is worth a fresh look after a disappointing run. Among the stocks mentioned are
eBay
(EBAY) - Get Free Report
,
AES
(AES) - Get Free Report
,
Goldman Sachs
(GS) - Get Free Report
and
NYSE Euronext
(NYX)
.
:
Barron's
talks with John Murphy, lead U.S. automotive analyst at Bank of America/Merrill Lynch. Murphy is bullish on select domestic vehicle producers that will benefit from the demise of
Chrysler
and
General Motors
, and he likes auto-dealership stocks that will benefit as aging vehicles need to be replaced. Among the stocks mentioned are
Ford Motor
(F) - Get Free Report
,
AutoNation
(AN) - Get Free Report
and
Group 1 Automotive
(GPI) - Get Free 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 bearish stories on
Energizer
(ENR) - Get Free Report
and
U.S. Steel
(X) - Get Free Report
, plus a bullish piece on
McGraw-Hill
( MHP).
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Thor Industries
(THO) - Get Free Report
,
ConocoPhillips
(COP) - Get Free Report
and
Duke Energy
(DUK) - Get Free Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Sepracor
( SEPR),
SIGA Technologies
(SIGA) - Get Free Report
and
Famous Dave's of America
(DAVE)
.
Top Insider Purchases of the Week
: Insider purchases are a lot more predictive than insider selling.
Barron's
lists companies where managers are buying shares, and we build a portfolio with those companies' stocks. There has been interesting activity in
Enterprise Products
(EPD) - Get Free Report
,
Saic
(SAI)
,
Threshold Pharmaceuticals
(THLD)
and
Stericycle
(SRCL) - Get Free Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on Goldman Sachs,
Mosaic
(MOS) - Get Free Report
and
AU Optronics
(AUO)
.
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