Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of 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
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
: Each week,
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
(MET), plus a bearish piece on
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
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Casey's General Stores
: Insider purchases are a lot more predictive than insider selling.
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
: The latest analyst research reports highlighted by
, including reports this week on
Cliffs Natural Resources
Alaska Air Group
: Which companies are the top hedge funds chasing? This week's list includes names like
Lions Gate Entertainment
Wendy's Arby's Group
Stockpickr is a wholly owned subsidiary of TheStreet.com.