
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 highlights a number of stocks that notable investment managers are buying or selling as detailed in recent quarterly 13F filings. Among the stocks mentioned are
AngloGold-Ashanti
(AU) - Get Free Report
,
Wells Fargo
(WFC) - Get Free Report
,
Citigroup
(C) - Get Free Report
and
Monsanto
(MON)
.
:
Barron's
talks with Roger Vogel, head of the equity value team at Silvercrest Asset Management Group. Vogel looks to buy strong companies that have above-average returns on invested capital, good free cash flow and sound balance sheets, at a discounted valuation. Among the stocks in his portfolio are
Chart Industries
(GTLS) - Get Free Report
,
Altra Holdings
(AIMC) - Get Free Report
and
Casey's General Stores
(CASY) - Get Free Report
.
: 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
Walgreen
(WAG)
,
Heineken
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and
Mylan
(MYL) - Get Free Report
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Coca-Cola
(KO) - Get Free Report
and
Public Service Enterprise Group
(PEG) - 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' stocks. There has been interesting activity in
Prospect Capital
(PSEC) - Get Free Report
,
NYSE Euronext
(NYX)
,
Illinois Tool Works
(ITW) - Get Free Report
and
Cardiovascular Systems
(CSII) - Get Free Report
.
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
Randgold Resources
(GOLD) - Get Free Report
,
Ultra Petroleum
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and
DirecTV Group
(DTV)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Novell
( NOVL),
Tempur-Pedic
(TPX) - Get Free Report
and
Lionsgate Entertainment
(LGF)
.
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