This Week's 'Barron's' Roundup

Top hedge funds share picks like Vale and Barrick Gold, while <I>Barron's</I> argues that European bank stocks are oversold.
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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.

Hedge Fund Favorites

: This

Barron's

article highlights stock picks from hedge funds that have produced average annual returns of 10% or more for the past three years. Among the stocks mentioned are

Vale

(VALE) - Get Report

,

Barrick Gold

(ABX)

and

Southwestern Energy

(SWN) - Get Report

.

Euro Bank Buys

: This

Barron's

article says that Europe's biggest banks have been punished more than they deserve by the sovereign debt crisis. Now shares trade near tangible book value. Among the stocks mentioned are

Deutsche Bank

(DB) - Get Report

,

Barclays

(BCS) - Get Report

and

UBS

(UBS) - Get Report

.

Growth Meets Value

:

Barron's

talks with Arthur Moretti, the lead manager of the

Neuberger Berman Guardian Fund

(NGDAX). Moretti sees opportunity in the convergence between growth and value. Among the stocks in his portfolio are

Altera

(ALTR) - Get Report

and

Yahoo!

(YHOO)

.

> > Bull or Bear? Vote in Our Poll

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

EMC

(EMC)

,

CenturyLink

(CTL) - Get Report

and

Sprint Nextel

(S) - Get Report

.

'Speaking of Dividends'

: This

Barron's

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

Dr Pepper Snapple Group

(DPS)

,

Northrop Grumman

(NOC) - Get Report

and

Nordstrom

(JWN) - 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

Jazz Pharmaceuticals

(JAZZ) - Get Report

,

K Swiss

(KSWS)

,

Louisiana Pacific

(LPX) - Get Report

and

Valueclick

(VCLK)

.

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Tim Horton's

(THI)

,

3M

(MMM) - Get Report

and

XL Capital

(XL)

.

Latest Activist Purchases

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

National Fuel Gas

(NFG) - Get Report

,

Enzon Pharmaceuticals

(ENZN)

and

Broadwind Energy

(BWEN) - Get Report

.

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