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.Famous Raider: Barron's speaks with corporate raider and hedge fund manager Carl Icahn, chairman of Icahn Associates. Icahn says his hedge fund has a big cash position and that he sees opportunity in senior debt and some equities. Stocks he likes include Yahoo! ( YHOO) and Motorola ( MOT).
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 Biogen Idec ( BIIB), Nasdaq OMX Group ( NDAQ) and AllianceBernstein ( AB).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Enzon Pharmaceuticals ( ENZN), Thomson Reuters ( TRIN) and Orient-Express Hotels ( OEH).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on EnerSys ( ENS) ValueClick ( VCLK) and U.S. Bancorp ( USB).
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 Thornburg Mortgage ( TMA), Dish Networks ( DISH), Valence Technology ( VLNC) and Loral Space & Communications ( LORL).