This Week's 'Barron's' Roundup

<I>Barron's</I> argues that investor fears about Big Pharma are exaggerated and takes a look at equities that could benefit from a stronger yuan.
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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.

Out-of-Favor Pharma Stocks

: This

Barron's

article argues that Wall Street's pessimism about Big Pharma may be overdone and that some stocks in the group could rally 30%. Among the stocks mentioned are

Pfizer

(PFE) - Get Report

,

Sanofi Aventis

(SNY) - Get Report

and

Merck

(MRK) - Get Report

.

China's Currency Move Winners

: This

Barron's

article says that a stronger yuan will lift a long list of stocks and ETFs. Among the equities mentioned are

Rio Tinto

(RTP)

,

CurrencyShares Australian Dollar Trust

(FXA) - Get Report

and

Yum! Brands

(YUM) - Get Report

.

Veteran Value Player

:

Barron's

talks with David Winters, a veteran value investor who runs the

Large-Cap-Blend Wintergreen Fund

(WGRNX). Winters likes to spend an inordinate amount of time analyzing a company to get an edge against competing investors. Among the stocks in his portfolio are

Wynn Resorts

(WYNN) - Get Report

,

Goldman Sachs Group

(GS) - Get Report

and

Coca-Cola FEMSA

(KOF) - Get Report

.

> > 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

NYSE Euronext

(NYX)

and

BorgWarner

(BWA) - Get Report

, plus a bearish piece on

Research In Motion

(RIMM)

.

'Speaking of Dividends'

: This

Barron's

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

PetSmart

(PETM)

and

Lincare

(LNCR)

.

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

Fuel Tech

(FTEK) - Get Report

,

Hemispherx Biopharma

(HEB)

,

Navistar International

(NAV) - Get Report

and

Hornbeck Offshore Services

(HOS) - Get Report

.

Research Reports

: The latest analyst research highlighted by

Barron's

, including reports this week on

A123 Systems

(AONE)

,

Peabody Energy

(BTU) - Get Report

and

McGraw-Hill Companies

(MHP)

.

Latest Activist Purchases

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

Charles River Laboratories

(CRL) - Get Report

,

Mentor Graphics

(MENT)

and

Landry's Restaurants

(LNY)

.

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