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.Treasury Bubble: This Barron's article contends that the bubble has burst in the U.S. Treasury market due to a glut of government bonds. It advises investors to consider buying corporates, high-yielding mortgage securities and certain municipal bonds. The article discusses the ProShares UltraShort Lehman 20 Year Treasury ETF ( TBT) and iShares Barclays US Treasury Inflation Protected Securities ( TIP), among others.
Recovery Bear: Barron's talks with Jim Keegan, co-manager of the $1.1 billion RidgeWorth Intermediate Bond Fund. Keegan thinks an economic recovery is not at hand, due to the poor state of the U.S. consumer's balance sheet. Among the companies in which he holds bonds are Time Warner Cable ( TWC) and Wal-Mart Stores ( WMT).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on BB&T ( BBT) and United Technologies ( UTX).
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 Medtronic ( MDT), Cerner ( CERN) and Wal-Mart.
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 Garmin ( GRMN), Midway Gold ( MDW), Verizon Communications ( VZ) and Cabela's ( CAB).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Constellation Energy Group ( CEG), Jackson Hewitt Tax Service ( JTX) and Terra Industries ( TRA).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Energy Conversion Devices ( ENER), Nuance Communications ( NUAN) and Nike ( NKE).