Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
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
People's United Financial
: 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
, plus a bearish piece on
: The latest analyst research highlighted by
, including reports this week on
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Polo Ralph Lauren
: Which companies are the top hedge funds chasing? This week's list includes names like
FBR Capital Markets
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