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.Long-Short Managers: Barron's interviews Lee Cooperman and Steven Einhorn, managers of Omega Advisors. The duo controls around $5 billion in assets, use a long-short strategy and have returned 16% annually since 1991. They favor Corning ( GLW) and Sallie Mae ( SLM) among others.
Undervalued & Overvalued Plays: Barron's lists 10 stocks in the S&P 500 with the lowest price-to-earnings ratios, and 10 with the highest. Among the stocks on the lists are Google ( GOOG), Sears ( SHLD) and XL Capital ( XL).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on Anheuser-Busch ( BUD), CSX ( CSX) and Freeport McMoRan ( FCX).
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. There is a bullish story this week on Maxim Integrated Products ( MXIM), and a bearish piece on Intuitive Surgical ( ISRG).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Panera Bread ( PNRA), iPass ( IPAS) and The Phoenix Companies ( PNX).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Cisco Systems ( CSCO), STMicroelectronics ( STM) and Costco ( COST).
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 ValueClick ( VCLK), Microsoft ( MSFT), US Bancorp ( USB) and Jazz Pharmaceuticals ( JAZZ).