Skip to main content

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.

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 Alphabet Inc. Class C Report

,

Cisco Systems

(CSCO) - Get Cisco Systems, Inc. Report

,

Itron

(ITRI) - Get Itron, Inc. Report

and

EnerNOC

(ENOC)

Scroll to Continue

TheStreet Recommends

.

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 Baxter International Inc. Report

,

Frontline

(FRO) - Get Frontline Ltd. Report

and

Credit Acceptance

(CACC) - Get Credit Acceptance Corporation 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 Oshkosh Corp Report

and

Palm

(PALM)

, plus a bullish piece on

McDermott International

(MDR) - Get McDermott International, Inc. 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 Bank of New York Mellon Corporation Report

,

Canadian Natural Resources

(CNQ) - Get Canadian Natural Resources Limited Report

,

Diageo

(DEO) - Get Diageo Plc Report

and

Berkshire Hathaway

(BRK.A) - Get Berkshire Hathaway Inc. Class A 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 Kimberly-Clark Corporation Report

and

Altria Group

(MO) - Get Altria Group Inc 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 Westport Fuel Systems, Inc. Report

,

CVS Caremark

(CVS) - Get CVS Health Corporation Report

,

Louisiana Pacific

(LPX) - Get Louisiana-Pacific Corporation Report

and

Energy Focus

(EFOI) - Get Energy Focus, Inc. Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Juniper Networks

(JNPR) - Get Juniper Networks, Inc. Report

,

Petrohawk Energy

(HK)

and

Target

(TGT) - Get Target Corporation 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 Ruth's Hospitality Group, Inc. Report

and

Spectrum Brands

(SPEB)

.

> > Bull or Bear? Vote in Our Poll

Stockpickr is a wholly owned subsidiary of TheStreet.com.