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.Earnings Options Plays: Barron's "Striking Price" column highlights options strategies for first-quarter earnings. Names mentioned include SanDisk ( SNDK), Abercrombie & Fitch ( ANF) and Massey Energy ( MEE).
High-Yield Players: Barron's talks with Edward A. Killen and George J. Cipolloni, managers of the Berwyn Income Fund (BERIX). The fund concentrates on investing in high-yielding stocks and bonds. They like plays involving Chattem ( CHTT) bonds and Kimberly Clark ( KMB) common stock.
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Procter & Gamble ( PG) and Seagate Technology ( STX).
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 Principal Financial Group ( PFG), Nintendo ( NTDOY.PK), and Agrium ( AGU).
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 Best Buy ( BBY), Ligand Pharmaceuticals ( LGND), Commercial Vehicle Group ( CVGI) and PDL Biopharma ( PDLI).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Immersion ( IMMR), SWS Group ( SWS) and Trico Marine Services ( TRMA).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Express Scripts ( ESRX), Goldman Sachs ( GS) and Schlumberger ( SLB).
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