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

Financial Services Bull



talks with Anton Schutz, portfolio manager at the

Burnham Financial Industries Fund

(BURFX), a large-cap financial services mutual fund he launched in April 2004. Schutz thinks a number of financial services companies are worth buying, despite the challenges that lie ahead. Among the stocks in his portfolio are

JPMorgan Chase

(JPM) - Get Report


People's United Financial

(PBCT) - Get Report


Ameriprise Financial

(AMP) - Get Report


Bullish and Bearish

: 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 bullish stories on

Altria Group

(MO) - Get Report


JDS Uniphase


, plus a bearish piece on

Apollo Group



Research Reports

: The latest analyst research highlighted by


, including reports this week on

A123 Systems

( AONE),

Marathon Oil

(MRO) - Get Report


Comstock Resources

(CRK) - Get Report


'Speaking of Dividends'

: This


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

Polo Ralph Lauren

(RL) - Get Report



(STE) - Get Report


Latest Activist Purchases

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

China Agritech

( CAGC),

Forest Oil



FBR Capital Markets

( FBCM).

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