
This Week's 'Barron's' Roundup
Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
: This
Barron's
article says that with the U.S. economy expected to grow by only 3% in 2010, investors should look for companies that are recession resistant. Among the stocks mentioned are
PetSmart
(PETM)
,
Fiserv
(FISV) - Get Free Report
and
Western Union
(WU) - Get Free Report
.
:
Barron's
talks with Don Kilbridge, portfolio manager of the $2.8 billion
Vanguard Dividend Growth Fund
(VDIGX). Kilbridge gravitates towards companies where he sees approximately 10% average annual payout boosts over a five-year horizon. Among the stocks in his portfolio are
Johnson & Johnson
(JNJ) - Get Free Report
,
Marsh & McLennan
(MMC) - Get Free Report
and
Automatic Data Processing
(ADP) - Get Free Report
.
> > Bull or Bear? Vote in Our Poll
: 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
Motorola
( MOT),
Jefferies Group
(JEF) - Get Free Report
and
Computer Sciences
(CSC)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
L-3 Communications
(LLL) - Get Free Report
and
News Corp.
(NWS) - Get Free 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' shares. There has been interesting activity in
Take Two Interactive Software
(TTWO) - Get Free Report
,
Hovnanian Enterprises
(HOV) - Get Free Report
,
Tyco Electronics
(TEL) - Get Free Report
and
Huntington Bancshares
(HBAN) - Get Free Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Deere
(DE) - Get Free Report
,
United Parcel Service
(UPS) - Get Free Report
and
Murphy Oil
(MUR) - Get Free Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Facet Biotech
( FACT),
Biogen Idec
(BIIB) - Get Free Report
and
Cedar Fair
(FUN) - Get Free Report
.
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