This Week's 'Barron's' Roundup

Two pros share their favorite natural resource stocks, plus a bearish take on Infosys Technologies.
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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.

Top Natural Resource Plays

:

Barron's

talks with MacKenzie Davis and Ken Settles, co-managers of the

RS Global Natural Resource Fund

(RSNRX). Davis and Settles believe that with some commodity stocks, you're not just buying natural resource producers, you're buying great companies. Among the stocks in their portfolio are

Goldcorp

(GG)

,

Agnico-Eagle Mines

(AEM) - Get Report

and

Compass Minerals International

(CMP) - 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 bullish stories on

C.H. Robinson Worldwide

(CHRW) - Get Report

and

Mobile TeleSystems

(MBT) - Get Report

, plus a bearish piece on

Infosys Technologies

(INFY) - Get Report

.

Bottom-Up Manager

:

Barron's

talks with Aziz Hamzaogullari, senior portfolio manager of the $343.7 million

Evergreen Large Company Growth Fund

(EKJAX). Hamzaogullari recently changed his investment style to a bottom-up approach focused on fundamentals, secular growth, strong management and cash flows and consistent results that allow a company to weather downturns. Among the stocks in his portfolio are

American Express

(AXP) - Get Report

,

Amazon.com

(AMZN) - Get Report

and

SEI Investments

(SEIC) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

Qualcomm

(QCOM) - Get Report

and

Wal-Mart

(WMT) - 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 shares, and we build a portfolio with those companies' stocks. There has been interesting activity in

First Solar

(FSLR) - Get Report

,

DIRECTV

(DRV) - Get Report

,

Dr Pepper Snapple Group

(DPS)

and

Valence Technology

(VLNC)

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Netflix

(NFLX) - Get Report

,

Trina Solar

(TSL)

and

Urban Outfitters

(URBN) - Get Report

.

Latest Activist Purchases

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

Barnes & Noble

(BKS) - Get Report

,

MedCath

(MDTH)

and

Value Line

(VALU) - Get Report

.

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