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.Big-Money Bulls: For this article, Barron's polled America's biggest professional money managers. They are bullish or very bullish about the stock market for 2009. Among the names they like are General Electric ( GE) and Apple ( AAPL). The pros think Google ( GOOG) and Netflix ( NFLX) are overvalued, however.
Hard-Asset Bull: Barron's talks with Jason DeSena Trennert, the managing partner and chief investment strategist at Strategas Research Partners in New York. Trennert thinks inflation is coming and investors should be in stocks backed by hard assets. Among the names he likes are Schlumberger ( SLB) and Altria Group ( MO).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Coach ( COH) and Southern Company ( SO).
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 Amazon ( AMZN), General Mills ( GIS) and Suncor Energy ( SU).
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 Hansen Medical ( HNSN), Cell Genesys ( CELG), National Beverage ( FIZZ) and Meridian Biosciences ( VIVO).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Whole Foods Market ( WFMI), Bookham ( BKHM) and United Rentals ( URI).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Caterpillar ( CAT), Oracle ( ORCL) and Johnson Controls ( JCI).