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.Commercial Property Survivors: Barron's separates the winners from the losers in the commercial property market. Among the names that could emerge victorious are Simon Property Group ( SPG), Vornado Realty Trust ( VNO) and Public Storage ( PSA). The risky plays include Kimco Realty ( KIM) and ProLogis ( PLD).
Interesting Market Plays: Barron's talks with Ron Baron, chairman and CEO of Baron Capital Group. Baron sees investment opportunities in sectors like energy, technology, education and gaming. Among his picks are Morningstar ( MORN), Wynn Resorts ( WYNN) and Blue Nile ( NILE).
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 Clorox ( CLX), Mentor Graphics ( MENT) and Schlumberger ( SLB).
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 Huntington Bancshares ( HBAN), Genzyme ( GENZ), Cryo-Cell ( CCEL) and Marriott International ( MAR).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Mindspeed Technologies ( MSPD), Life Time Fitness ( LTM) and GSI Group ( GSIG).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Qualcomm ( QCOM), Humana ( HUM) and Boardwalk Pipeline Partners ( BWP).