Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each weekend, James Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.Paul Wick Stock Picks & Pans: Barron's has an interesting interview with Paul Wick, manager of ( SPCIX) Seligman Communications and Information Fund . Wick is bullish on names like McAfee ( MFE) and Synopsys ( SNPS), and bearish on Electronic Arts ( ERTS) and Aruba Networks ( ARUN).
Barron's Prison Stock Plays: Barron's offered up some intriguing plays on the rising trend of incarceration in America. One of the names mentioned was Corrections Corp. of America ( CXW).
Top Insider Purchases of the Week: It's our belief that insider purchases are a lot more predictive than insider selling. Barron's lists the stocks where insiders are buying, and we build a portfolio of those stocks. There's been interesting activity recently in Borders ( BGP), Pier 1 ( PIR), Fastenal ( FAST) and CMGI ( CMGI).
Striking Price Bank Plays: This week's "Striking Price" column focuses on bank stocks. Options trading could be pointing to overly bearish sentiment on banks like Merrill Lynch ( MER) and Bank of America ( BAC).
Barron's Summaries: Each week, Barron's has bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week's issue has bullish stories on Paychex ( PAYX) and Cardinal Health ( CAH), and a bearish piece on Cree ( CREE).
Research Reports: The latest analyst research reports highlighted by Barron's. This week there are reports on Ciena ( CIEN), Commerce Bancorp ( CBH) and Northwest Airlines ( NWA).
Latest Activist Hedge Fund Purchases: Which companies are the top hedge funds chasing? This week's list includes names like BEA Systems ( BEAS) and Energy Conversion Devices ( ENER).
Fred Sturm Natural Resource Stock Picks: This week Barron's interviews Fred Sturm, manager of ( IGNAX) Ivy Global Natural Resources . Sturm offered up some interesting plays with Gold Fields ( GFI) and Peabody Energy ( BTU).