This Week's 'Barron's' Roundup

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.

'Barron's' 500: Barron's ranks the 500 largest public companies. Top names include Research In Motion ( RIMM), MasterCard ( MA) and Perini ( PCR).


Stress-Test Winners: Barron's picked some bank stocks worth buying following the results of the stress test. Among the names are Bank of America ( BAC) and JPMorgan Chase ( JPM).


Supply Chain: Barron's looks at the future of the auto parts suppliers given all the problems General Motors ( GM) and other automakers are having. Names that could be in trouble include Lear ( LEA), American Axle ( AXL) and Johnson Controls ( JCI).


High-Yield Manager: Barron's talks J. Matthew Philo, senior managing director at Mackay Shields, an asset manager in New York with around $30 billion under management. Philo sees value in higher quality junk bonds, including the bonds Harley Davidson ( HDI) and Tyson Foods ( TSN).


'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Thomson Reuters ( TRI), American Water Works ( AWK) and CMS Energy ( CMS).


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 Campbell Soup ( CPB) and Hess Corp. ( HES), plus a bearish take on Hansen Natural ( HANS).


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 Visa ( V), Cepheid ( CPHD), Stryker ( SYK) and Bristol Myers Squibb ( BMY).


Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Bitstream ( BITS), Delta Petroleum ( DPTR) and Telephone & Data Systems ( TDS).


Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on SunTrust Banks ( STI), Wynn Resorts ( WYNN) and Och-Ziff Capital ( OZM).


RealMoney Barometer Poll
1 What would best describe your stance heading into the coming week of trading?
Bullish
Bearish
Neutral
2 Which of these sectors do you think is set to move up in the coming week?
3 Which of these sectors do you think is set to move down in the coming week?

View the results without voting

At the time of publication, Altucher and/or his fund had no holdings of stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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