This Week's 'Barron's' Roundup

One manager explains why free cash flow is the key to picking winning companies, while <I>Barron's</I> says GameStop and Hasbro are good plays.
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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.

Cash Is King

:

Barron's

talks with William Priest, CEO and co-chief investment officer of

Epoch Holding

(EPHC)

, a specialized money management firm that oversees around $12 billion in assets. Priest likes to focus on free cash flow to gauge the financial health of a company. Among the stocks in his portfolio are

Anadarko Petroleum

(APC) - Get Report

,

Microsoft

(MSFT) - Get Report

and

TD Ameritrade

(AMTD) - 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

GameStop

(GME) - Get Report

,

Hasbro

(HAS) - Get Report

and

Fastenal

(FAST) - Get Report

.

Brazil's Top Stocks

:

Barron's

talks with Will Landers, portfolio manager of the $832.9 million

BlackRock Latin America A Fund

(MDLTX). Landers says that Brazil offers both commodity-related shares and domestic equities that could benefit from a growing middle class. Among the stocks in his portfolio are

AmBev

(ABV)

,

Itau Unibanco

(ITUB) - Get Report

and

America Movil

(AMX) - 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' stocks. There has been interesting activity in

Susquehanna Bancshares

(SUSQ)

,

Pioneer Drilling

(PDC)

,

American Express

(AXP) - Get Report

and

Star Scientific

(CIGX)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Sterling Construction

(STRL) - Get Report

,

Visa

(V) - Get Report

and

Continental Airlines

(CAL) - Get Report

.

Latest Activist Purchases

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

SuperGen

(SUPG)

,

Joe's Jeans

(JOEZ)

and

Saks

(SKS)

.

> > Bull or Bear? Vote in Our Poll

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