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.Adventures With Jim: Barron's talks with legendary investor Jim Rogers, author of Adventure Capitalist. He's currently bearish on Lennar ( LEN - Get Report) and Citigroup ( C - Get Report), and bullish on Japan Airlines ( JALSY.PK) among others.
Cascade Fund Holdings: Barron's looks at the current holdings of Bill Gates' 14-year-old investment fund, Cascade Investments. Gates has a stake in stocks like PlanetOut Pacific Ethanol ( PEIX - Get Report) and Canadian National Railway ( CNI - Get Report).
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 General Electric ( GE) and Valero Energy ( VLO), and a bearish piece on Lululemon Athletic ( LULU - Get Report).
Speaking Of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Washington Mutual ( WM) and more.
Research Reports: The latest analyst research reports highlighted by Barron's. This week's list includes First Marblehead ( FMD), Dell ( DELL) and Agrium ( AGU).
Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists companies where managers are buying, and we build a portfolio of those companies' stocks. There has been interesting activity in stocks like CROCS ( CROX), Titanium Metals ( TIE), Philip Morris ( PM) and Morgan Stanley ( MS).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Coinstar ( CSTR), Thornburg Mortgage and Silicon Storage Technology ( SSTI).