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This Week's 'Barron's' Roundup

Where to find value in emerging markets, and Rapid Ratings shares its top-rated stocks.

Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.

Cheap Emerging Opportunities

: 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

(SSL) - Get Sasol Ltd. Report

.

Top-Rated Stocks

: This

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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

.

Health Care Winners

:

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

.

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

Reliance Steel & Aluminum

(RS) - Get Reliance Steel & Aluminum Co. Report

,

Washington Post

(WPO)

and

McDermott International

(MDR) - Get McDermott International, Inc. Report

.

Well-Respected Value Player

:

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)

.

'Speaking of Dividends'

: 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

.

Research Reports

: 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)

.

Latest Activist Purchases

: 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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