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 that emerging markets could suffer setbacks in the coming months. But opportunities remain in Brazil, China, Taiwan, South Korea and Turkey in the form of stocks trading at cheap valuations. Among the stocks mentioned are
PetroChina
(PTR) - Get PetroChina Co. Ltd. Report
,
China Mobile
(CHL) - Get China Mobile Ltd. Report
and
Sasol
.
: This
TheStreet Recommends
Barron's
article highlights some of top-rated stocks from Rapid Ratings, an independent ratings agency. Among the stocks mentioned are
Sonic
(SONC)
,
Newmont Mining
(NEM) - Get Newmont Corporation Report
and
Kaiser Aluminum
(KALU) - Get Kaiser Aluminum Corporation Report
.
:
Barron's
talks with expert health care investor Derek Taner, lead manager of the
AIM Global Healthcare Fund
(GGHCX). Taner thinks that earnings growth in health stocks is consistent, and the market now has clarity about health care reform. Among the stocks in his portfolio are
DaVita
(DVA) - Get DaVita Inc. Report
,
CVS Caremark
(CVS) - Get CVS Health Corporation Report
and
Gilead Sciences
(GILD) - Get Gilead Sciences, Inc. 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 bullish stories on
Reliance Steel & Aluminum
(RS) - Get Reliance Steel & Aluminum Co. Report
,
Washington Post
(WPO)
and
McDermott International
(MDR) - Get McDermott International, Inc. Report
.
:
Barron's
talks with Bill Nygren, portfolio manager of the $3.5 billion
Oakmark Fund
(OAKMX). Nygren is a well-respected value investor who believes the stock market is still cheap, based on yield levels. Among the stocks in his portfolio are
H&R Block
(HRB) - Get H&R Block, Inc. Report
,
Cenovus Energy
(CVE) - Get Cenovus Energy Inc. Report
and
Liberty Media
(LINTA)
.
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Todd Shipyards
(TOD)
.
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
Fuelcell Energy
(FCEL) - Get FuelCell Energy, Inc. Report
,
Plains Exploration & Production
(PXP)
,
Maxlinear
(MXL) - Get MaxLinear, Inc. Report
and
Forward Industries
(FORD) - Get Forward Industries Inc. Report
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Oracle
(ORCL) - Get Oracle Corporation Report
,
Morgan Stanley
(MS) - Get Morgan Stanley Report
and
Apollo Group
(APOL)
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Nabi Biopharmaceuticals
(NABI)
,
New York Times
(NYT) - Get New York Times Company Class A Report
and
Jamba
(JMBA) - Get Jamba, Inc. Report
.
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