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.Cuba Trade Plays: Barron's examines some ways to play Cuba now that the U.S. is making moves to relax its 47-year-old trade embargo against the island nation. Among the names are Freeport McMoRan ( FCX), Seaboard ( SEB) and Lennar ( LEN).
Old-Fashioned Value Investors: Barron's talks with J. Dennis Delafield and Vincent Sellecchia of Delafield Asset Management. The two are old-fashioned value investors who focus on small cap stocks, and they run the $480 million Delafield Fund (DEFIX). Among the names they like are Flextronics International ( FLEX) and Barnes Group ( B).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Northrop Grumman ( NOC) and Xcel Energy ( XEL).
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 Chemed ( CHE) and Thermo Fisher Scientific ( TMO).
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 Duke Energy ( DUK), Tim Hortons ( THI), Arena Pharmaceuticals ( ARNA) and Applied Materials ( AMAT).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Delta Petroleum ( DPTR), Saks ( SKS) and MathStar ( MATH).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on IMAX ( IMAX), JetBlue Airways ( JBLU) and Wal-Mart ( WMT).