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 a number of companies stand to cash in on the modernization of the power grid. Among the stocks mentioned are
(GOOG) - Get Report
,
Cisco Systems
(CSCO) - Get Report
,
Itron
(ITRI) - Get Report
and
EnerNOC
(ENOC)
.
:
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
.
: 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
.
:
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
.
: 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
.
: 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
.
: 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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