This Week's Barron's Roundup

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.

Cash Is King: Barron's says investors should take advantage of the market selloff and look for companies with strong balance sheets. Some of the cash-rich companies Barron's likes are Apple ( AAPL), Microsoft ( MSFT) and Paccar ( PCAR).


Energy Picks: Barron's says master limited partnerships look inexpensive. Some of the MLPs that Barron's favors are El Paso Pipeline ( EPB), Boardwalk Pipeline Partners ( BWP) and OneOk ( OKE).


Value Team: Barron's talks with the team at Sound Shore Fund (SSHFX). Managers James Clark, Harry Burn, John DeGulis and T. Gibbs Kane run a value shop with around $7 billion under management. Their picks include Credit Suisse ( CS) and Pfizer ( PFE).


Speaking Of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week, there's information on United Technologies ( UTX) and Kinder Morgan Energy ( KMP).


Bullish and Bearish: Each week, Barron's publishes bullish and bearish stories on a variety of stocks (and sometimes, market indices). We present summaries of those stories in this portfolio. This week, there are bullish stories on the Dow and RealNetworks ( RNWK).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Brooks Automation ( BRKS), Unisys ( UIS) and Matrixx Initiatives ( MTXX).


Research Reports: The latest analyst research highlighted by Barron's, including reports this week on AIG ( AIG), SunPower ( SPWR) and Hartford Financial ( HIG) (HIG).


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 Wynn Resorts ( WYNN), Monogram Biosciences ( MGRM), Micromet ( MITI) and Titanium Metals ( TIE).


RealMoney Barometer Poll
1 What would best describe your stance heading into the coming week of trading?
Bullish
Bearish
Neutral
2 Which of these sectors do you think is set to move up in the coming week?
3 Which of these sectors do you think is set to move down in the coming week?

View the results without voting

At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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