This Week's 'Barron's' Roundup

Companies that will get a boost from the modernization of the power grid, plus a bearish call on Palm.
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Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.

Smart-Grid Plays

: This

Barron's

article says a number of companies stand to cash in on the modernization of the power grid. Among the stocks mentioned are

Google

(GOOG) - Get Report

,

Cisco Systems

(CSCO) - Get Report

,

Itron

(ITRI) - Get Report

and

EnerNOC

(ENOC)

.

Hedge Fund Picks

:

Barron's

talks with Bradley Purcell and Randall Heck, general partners of Goodnow Investment Group. Purcell and Heck look for companies with great business models run by smart people, along with strong and predictable cash flow. Among the stocks in their portfolio are

Baxter International

(BAX) - Get Report

,

Frontline

(FRO) - Get Report

and

Credit Acceptance

(CACC) - 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 bearish stories on

Oshkosh

(OSK) - Get Report

and

Palm

(PALM)

, plus a bullish piece on

McDermott International

(MDR) - Get Report

.

Getting Analytical

:

Barron's

talks with Chris Davis and Ken Feinberg, co-managers of the

Davis New York Venture Fund

(NYVTX). Davis and Feinberg pore over numbers and filter reported results through various lenses to pinpoint a company's valuation. Among the stocks in their portfolio are

Bank of New York Mellon

(BK) - Get Report

,

Canadian Natural Resources

(CNQ) - Get Report

,

Diageo

(DEO) - Get Report

and

Berkshire Hathaway

(BRK.A) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

Kimberly-Clark

(KMB) - Get Report

and

Altria Group

(MO) - 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' shares. There has been interesting activity in

Westport Innovations

(WPRT) - Get Report

,

CVS Caremark

(CVS) - Get Report

,

Louisiana Pacific

(LPX) - Get Report

and

Energy Focus

(EFOI) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Juniper Networks

(JNPR) - Get Report

,

Petrohawk Energy

(HK)

and

Target

(TGT) - Get Report

.

Latest Activist Purchases

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

Enzon Pharmaceuticals

(ENZN)

,

Ruth's Hospitality Group

(RUTH) - Get Report

and

Spectrum Brands

(SPEB)

.

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