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.
: 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
T. Rowe Price
(TROW) - Get T. Rowe Price Group Report
,
Bruker
(BRKR) - Get Bruker Corporation Report
and
Lazard
(LAZ) - Get Lazard Ltd Class A Report
, plus a bearish piece on
Clean Energy Fuels
(CLNE) - Get Clean Energy Fuels Corp. Report
TheStreet Recommends
.
:
Barron's
talks with Stanley Majcher, portfolio manager of the $1.5 billion
Hotchkis and Wiley Mid-Cap Value Fund
(HWMAX). Majcher has implemented some major changes to his fund in an effort to turn things around after losing clients 60.4% of their money in 2007 and 2008. Some of the changes include streamlining the process by which the mid-cap portfolio is periodically reviewed, hiring five junior analysts and reopening the fund to new investors. Among the stocks in his portfolio are
Valassis Communications
(VCI)
,
CA
and
KeyCorp
.
> > Bull or Bear? Vote in Our Poll
: This
Barron's
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Hot Topic
(HOTT)
,
CenterPoint Energy
(CNP) - Get CenterPoint Energy, Inc. Report
and
Intel
(INTC) - Get Intel Corporation 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
Seattle Genetics
(SGEN) - Get Seagen, Inc. Report
,
EQT Corporation
(EQT) - Get EQT Corporation Report
,
Pokertek
(PTEK)
and
Mexican Restaurants
(CASA) - Get Casa Systems, Inc. Report
.
: The latest analyst research reports highlighted by
Barron's
, including reports this week on
CardioNet
(BEAT) - Get HeartBeam, Inc. Report
,
Terex
(TEX) - Get Terex Corporation Report
and
Hyatt Hotels
(H) - Get Hyatt Hotels Corporation Class A Report
.
: Which companies are the top hedge funds chasing? This week's list includes names like
Carmike Cinemas
(CKEC)
,
Dynegy
(DYN)
and
Cosan
(CZZ) - Get Cosan Limited Class A Report
.
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