This Week's 'Barron's' Roundup

Why it's time to follow Legg Mason's Bill Miller, plus a look at auto-related stocks that are revving up for big returns.

Author:
Stockpickr Staff
Publish date:
Oct 11, 2009 10:13 AM EDT

Why it's time to follow Legg Mason's Bill Miller, plus a look at auto-related stocks that are revving up for big returns.

Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.

Miller Time

: 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)

Auto Zone

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

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 bearish stories on

Energizer

(ENR) - Get Free Report

and

U.S. Steel

(X) - Get Free Report

, plus a bullish piece on

McGraw-Hill

( MHP).

'Speaking of Dividends'

: This

Barron's

column highlights the latest dividend increases, initiations and cutbacks. This week there's information on