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

Red-Hot Stocks

: This

Barron's

article says that steel stocks have been hammered by global economic worries. But for the stocks of four U.S. companies, the downturn seems overdone. Among the stocks mentioned are

U.S. Steel

(X),

Nucor

(NUE) and

AK Steel

(AKS).

Storm Watcher

:

Barron's

talks with Tom Forester, portfolio manager of the $104 million

Forester Value Fund

(FVALX). Forester is boosting his cash position to 17% from 15% as the stimulus effects fade. He thinks that earnings growth won't bail you out so investors should expect a range-bound market. Among the stocks in his portfolio are

Microsoft

(MSFT),

Altria Group

(MO) and

Hewlett-Packard

(HPQ).

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

BP

(BP) and

MetLife

(MET), plus a bearish piece on

Netflix

(NFLX).

Family Values

:

Barron's

talks with Gordon Croft and his two sons Kent and Russell, portfolio managers of the $800 million

Croft Value Fund

(CLVFX). The trio is finding plenty of good stocks to buy, thanks to the turmoil on the global markets. Among the stocks in their portfolio are

Potash

(POT),

Southwestern Energy

TheStreet Recommends

(SWN) and

Becton-Dickinson

(BDX).

'Speaking of Dividends'

: This

Barron's

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

Casey's General Stores

(CASY) and

Express Scripts

(ESRX).

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' stocks. There has been interesting activity in

SunPower

(SPWRB),

Synta Pharmaceuticals

(SNTA),

Cabela

(CAB) and

Sharps Compliance

(SMED).

Research Reports

: The latest analyst research reports highlighted by

Barron's

, including reports this week on

Cliffs Natural Resources

(CLF),

Alaska Air Group

(ALK) and

National Semiconductor

(NSM).

Latest Activist Purchases

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

Lions Gate Entertainment

(LGF),

Wendy's Arby's Group

(WEN) and

Snap-on

(SNA).

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