Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each week, James Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.Five Alternative-Energy Bets: This Barron's article highlights stocks that should benefit from government spending on energy conservation, infrastructure renewal and the building of a smarter power grid. Names include Waste Management ( WMI), Eaton ( ETN) and Jacobs Engineering Group ( JEC).
Top Small-Cap Players: Barron's speaks with Scott Weber and Chris Wallis, co-managers of Natixis Nelson Small Cap Value Fund (NEFJX). The fund has beaten 99% of its small-cap peers over the past three years and 98% of them over the past five years. The duo likes FactSet Research Systems ( FDS) and First Cash Financial Services ( FCFS).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Time Warner Cable ( TWC) and Sirius XM Radio ( SIRI).
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 Baxter International ( BAX), Dell ( DELL) and Stericycle ( SRCL).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Lions Gate Entertainment ( LGF), Ditech Networks ( DITC) and Elizabeth Arden ( RDEN).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on General Electric ( GE), Harley-Davidson ( HOG) and Morningstar ( MORN).
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 Southern Copper ( PCU), Wells Fargo ( WFC), Weatherford International ( WFT) and Public Storage ( PSA).