Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of 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
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
, and he likes auto-dealership stocks that will benefit as aging vehicles need to be replaced. Among the stocks mentioned are
Group 1 Automotive
: Each week,
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
, plus a bullish piece on
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
: Which companies are the top hedge funds chasing? This week's list includes names like
Famous Dave's of America
: Insider purchases are a lot more predictive than insider selling.
lists companies where managers are buying shares, and we build a portfolio with those companies' stocks. There has been interesting activity in
: The latest analyst research highlighted by
, including reports this week on Goldman Sachs,
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