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
Goldman Sachs
(GS) - Get Goldman Sachs Group, Inc. Report
,
CME Group
(CME) - Get CME Group Inc. Class A Report
and
Bank of New York Mellon
(BK) - Get Bank of New York Mellon Corporation Report
.
:
TheStreet Recommends
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 Microsoft Corporation Report
,
Express Scripts
(ESRX)
and
Paccar
(PCAR) - Get PACCAR Inc Report
.
> > 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
International Speedway
(ISCA) - Get International Speedway Corporation Class A Report
and
TD Ameritrade
(AMTD) - Get TD Ameritrade Holding 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
Derma Sciences
(DSCI)
,
Petrohawk Energy
(HK)
,
Spectrum Pharmaceuticals
(SPPI) - Get Spectrum Pharmaceuticals, Inc. Report
and
Magnum Hunter Resources
(MHR)
.
: The latest analyst research highlighted by
Barron's
, including reports this week on
Ciena
(CIEN) - Get Ciena Corporation Report
,
Las Vegas Sands
(LVS) - Get Las Vegas Sands Corp. Report
and
CSX
(CSX) - Get CSX Corporation Report
.
: 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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