This Week's 'Barron's' Roundup

A growth manager reveals his stock picks, plus <I>Barron's</I> delivers a bullish take on Goldman Sachs.
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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.

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

Goldman Sachs

(GS) - Get Report

,

CME Group

(CME) - Get Report

and

Bank of New York Mellon

(BK) - Get Report

.

Growth Player

:

Barron's

talks with Jeff Lindsey, senior portfolio manager of the $525 million

BlackRock Capital Appreciation Fund

(SRLAX). Lindsey likes to invest in two types of growth companies: those that can grow in any economic season, and those where growth is more cyclical. Among the stocks in his portfolio are

Microsoft

(MSFT) - Get Report

,

Express Scripts

(ESRX)

and

Paccar

(PCAR) - Get Report

.

> > Bull or Bear? Vote in Our Poll

'Speaking of Dividends'

: This

Barron's

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

International Speedway

(ISCA) - Get Report

and

TD Ameritrade

(AMTD) - 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' shares. There has been interesting activity in

Derma Sciences

(DSCI)

,

Petrohawk Energy

(HK)

,

Spectrum Pharmaceuticals

(SPPI) - Get Report

and

Magnum Hunter Resources

(MHR)

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

Ciena

(CIEN) - Get Report

,

Las Vegas Sands

(LVS) - Get Report

and

CSX

(CSX) - Get Report

.

Latest Activist Purchases

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

OSI Pharmaceuticals

(OSIP)

,

Millipore

(MIL)

and

Ardea Biosciences

(RDEA)

.

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