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.
portfolio is a list of all the stocks that received bullish or bearish mentions in
this weekend. Stocks on the bullish side include
, while there was a negative article about cold remedy maker
Adams Respiratory Therapeutics
The cover story was on activist hedge fund
. 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."
and the stocks that will benefit, including
and surprises like
Bill Alpert has an article on the generic drug industry and the
: 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
that stand to benefit from the rise in the continent's property values.
featured interview was with David Herro, the fund manager of
. 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 stocks that have large investors clamoring for change. Among them is
, where Pzena Investment Management is opposing a proposed buyout by Carl Icahn.
We provide additional color on the recent
, 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;
to send him an email.
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