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Barron's Roundup

Activist hedge fund Relational Investors, the video revolution and where Oakmark's Herro spies value.

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


Barron's Summary

portfolio is a list of all the stocks that received bullish or bearish mentions in


this weekend. Stocks on the bullish side include

WebEx Communications




(BID) - Get Sotheby's Report

, while there was a negative article about cold remedy maker

Adams Respiratory Therapeutics



The cover story was on activist hedge fund

Relational Investors

. We've updated Relational's Stockpickr portfolio to reflect information in the article. Relational has logged an average annual gain of 18.76% since its inception in 1996. From the interview: "First, Relational establishes a "toehold" stake in a target of around $100 million or so. Then Whitworth contacts the company, requesting a meeting with management and directors to present Relational's list of proposals to boost shareholder returns."


writes about

The Video Revolution

and the stocks that will benefit, including


(GOOG) - Get Alphabet Inc. Class C Report

and surprises like




Bill Alpert has an article on the generic drug industry and the

TheStreet Recommends

Biotech Clones

: generics that are on the rise.

For the first time, European regulations are allowing the creation of real estate investment trusts focused on European properties. Here are the

European-focused REITs

that stand to benefit from the rise in the continent's property values.


featured interview was with David Herro, the fund manager of

The Oakmark International Fund

. Herro said he believes that the best international value is found in "old and busted growth-blue-chips." He believes these companies have fallen out of favor thanks to the current excitement with small cap stocks, but since they have earnings growth but trade at prices similar to where they were trading years ago, they represent good value.

The latest

Barron's Activist Stocks

: the stocks that have large investors clamoring for change. Among them is


(LEA) - Get Lear Corporation Report

, where Pzena Investment Management is opposing a proposed buyout by Carl Icahn.

We provide additional color on the recent

Insider Purchases

listed in


, including who is buying and who the other large shareholders are in each position.

At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although holdings may change at any time.

James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of

Trade Like a Hedge Fund


Trade Like Warren Buffett

. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;

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