This Week's 'Barron's' Roundup

Tech stocks that are takeover targets, managed-care stocks that are poised to rally, plus much more.
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Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.

10 Takeover Targets

: This

Barron's

article identifies 10 takeover targets in the technology sector. Among the stocks mentioned are

F5 Networks

(FFIV) - Get Report

,

Riverbed Technology

(RVBD)

,

Brocade Communications Systems

(BRCD)

and

Red Hat

(RHT) - Get Report

.

Managed-Care Buys

: This

Barron's

article says some managed-care companies will remain relatively unaffected by the Obama administration's changes to health care policy. In fact, some could rise as much as 25%. Among the stocks mentioned are

WellPoint

(WLP)

,

Cigna

(CI) - Get Report

and

UnitedHealth Group

(UNH) - Get Report

.

Relative-Value Manager

:

Barron's

talks with Jerry Senser, CEO and chief investment officer of Institutional Capital, a large-cap value shop in Chicago with around $14.5 billion in assets. Senser is willing to buy stocks that might normally be considered growth names but have encountered significant investment issues and have had their valuations become depressed. Among the stocks in his portfolio are

Schering-Plough

(SGP)

and

Textron

(TXT) - Get 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 bullish stories on

Teradata

(TDC) - Get Report

,

Novatel Wireless

(NVTL)

and

TJX

(TJX) - Get Report

.

Latest Activist Purchases

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

Perot Systems

(PER) - Get Report

,

Gold Reserve

(GRZ)

and

Calpine

(CPN)

.

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

Corcept Therapeutics

(CORT) - Get Report

,

Safeway

(SWY)

,

Magellan Petroleum

(MPET)

and

Progenics Pharmaceuticals

(PGNX) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

General Electric

(GE) - Get Report

,

Weatherford International

(WFT) - Get Report

and

Gannett

(GCI) - Get Report

.

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