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.Oil Bubble Picks: A Barron's article contends that the price of a barrel of crude oil may be peaking between $130 and $140. Barron's suggests going long Marathon Oil ( MRO) and ExxonMobil ( XOM).
Legg Mason Interview: Barron's interviews Harry Cohen and Scott Glasser, managers of Legg Mason Partners Appreciation Fund (SHAPX). The duo is currently bullish on Kraft ( KFT) and Newfield Exploration ( NFX).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Monsanto ( MON).
Bullish and Bearish: Each week, Barron's publishes bullish and bearish stories on a variety of stocks, and we summarize them in this portfolio. This week, there are bullish stories on RCN ( RCN), Onyx Pharmaceuticals ( ONYX) and ShoreTel ( SHOR).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes DayStar Technology ( DSTI), Sonus Networks ( SONS) and Guaranty Financial ( GFG).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on La-Z-Boy ( LZB), Nvidia ( NVDA) and New York Community Bancorp ( NYB).
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' stocks. There has been interesting activity in GE ( GE), Discovery Holding ( DISCA), Helix Energy ( HLX) and Hologic ( HOLX).