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This Week's 'Barron's' Roundup

A look at four big banks with big opportunity; plus a chat with Mchael Lippert, portfolio manager of the $170 million technology-focused Baron iOpportunity Fund.

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

Four Big Bank Buys

: This

Barron's

article says four big banks look attractive with earnings set to rise sharply in the coming years. Among the stocks mentioned are

Bank of America

(BAC) - Get Report

,

Citigroup

(C) - Get Report

and

JPMorgan Chase

(JPM) - Get Report

.

Tech Fund Manager

:

Barron's

talks with Michael Lippert, portfolio manager of the $170 million technology-focused

Baron iOpportunity Fund

(BIOPX). Lippert hunts for companies that are high-growth, that are doing something really innovative, that have barriers around their business, and that are capturing market share and getting stronger. Among the stocks in his portfolio are

Apple

(AAPL) - Get Report

,

Qualcomm

(QCOM) - Get Report

and

Equinix

(EQIX) - 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

Mosaic

(MOS) - Get Report

,

Google

(GOOG) - Get Report

and

Devon Energy

(DVN) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

General Mills

TheStreet Recommends

(GIS) - Get Report

and

Pfizer

(PFE) - Get Report

.

Top Insider Purchases of the Week

: Insider purchases are a lot more predictive than insider selling.

Barron's

lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in

Sears Holdings

(SHLD)

,

Continental Resources

(CLR) - Get Report

,

Western Gas Partners

(WES) - Get Report

and

Sandridge Energy

(SD) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Hess

(HES) - Get Report

,

Sotheby's Holdings

(BID) - Get Report

and

Wells Fargo

(WFC) - Get Report

.

Latest Activist Purchases

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

Dynegy

(DYN)

,

Immucor

(BLUD)

and

Calpine

(CPN)

.

>>Bull or Bear? Vote in Our Poll

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