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.High-Profit Value: Barron's put together a list of 56 stocks that offer compelling value, relative to bonds, based on earnings yield. Among the names are News Corp ( NWS), WellPoint ( WLP) and Hewlett-Packard ( HPQ).
Bank Bull: Barron's talks with David Ellison, chief investment officer at FBR Equity Funds. Ellison runs the FBR Large-Cap Financial Fund (FBRFX) and the FBR Small-Cap Financial Fund (FBRUX). Two of the bank stocks he likes are KeyCorp ( KEY) and SunTrust Banks ( STI).
World's Best CEOs: Barron's publishes its roster of the world's most respected CEOs. The top chiefs are at companies including Apple ( AAPL), Amazon.com ( AMZN) and ArcelorMittal ( MT).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Oracle ( ORCL).
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 Lorillard ( LO), plus bearish pieces on Intel ( INTC) and Applied Materials ( AMAT).
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 Dominion Resources ( D), Overseas Shipholding Group ( OSG), 21St Century Holding ( TCHC) and AnnTaylor Stores ( ANN).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Target ( TGT), Ready Mix ( RMX) and Cadus Pharmaceutical ( KDUS).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Fortress Investment Group ( FIG), F5 Networks ( FFIV) and Cephalon ( CEPH).