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.Four Health-Care Picks: Barron's highlights four health-care stocks that could be winners in a slowing economy. Names mentioned include Express Scripts ( ESRX) and Teva Pharmaceutical Industries ( TEVA - Get Report).
Small-Cap Value: Barron's speaks with value investor Robert Fetch, portfolio manager of the Lord Abbett Small Cap Value Fund. Fetch tells Barron's he's finding valuations in the market he hasn't seen in decades. Names he likes include Plexus ( PLXS - Get Report) and URS ( URS).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Sysco ( SYY - Get Report) and Roper Industries ( ROP - 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 Berkshire Hathaway ( BRK.A) and Yahoo! ( YHOO), plus a bearish piece on National Financial Partners ( NFP).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Delta Petroleum ( DPTR), AutoNation ( AN) and Enzon Pharmaceuticals ( ENZN).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Home Depot ( HD), Intel ( INTC) and Natus Medical ( BABY).
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 Citigroup ( C), Invitrogen ( IVGN), General Electric ( GE) and EnergySolutions ( ES).