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.

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 eBay Inc. Report

,

AES

(AES) - Get AES Corporation Report

,

Goldman Sachs

(GS) - Get Goldman Sachs Group, Inc. (GS) 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 Ford Motor Company Report

,

AutoNation

(AN) - Get AutoNation, Inc. Report

and

Group 1 Automotive

(GPI) - Get Group 1 Automotive, Inc. 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 Energizer Holdings Inc Report

and

U.S. Steel

(X) - Get United States Steel Corporation 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

Thor Industries

(THO) - Get Thor Industries, Inc. Report

,

ConocoPhillips

(COP) - Get ConocoPhillips Report

and

Duke Energy

(DUK) - Get Duke Energy Corporation (DUK) Report

.

Latest Activist Purchases

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

Sepracor

( SEPR),

SIGA Technologies

(SIGA) - Get SIGA Technologies Inc 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 Enterprise Products Partners L.P. Report

,

Saic

(SAI)

,

Threshold Pharmaceuticals

(THLD)

and

Stericycle

(SRCL) - Get Stericycle, Inc. Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on Goldman Sachs,

Mosaic

(MOS) - Get Mosaic Company (MOS) Report

and

AU Optronics

(AUO)

.

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