Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.Top Dog Stock Picks: Barron's shares some top picks from big investors who attended a recent investment conference in Chicago. Among the names mentioned are Apple ( AAPL), Core Mark Holding ( CORE) and Freeport McMoRan Copper & Gold ( FCX).
Small-Cap Growth Manager: Barron's talks with Ryan Crane, manager of the $44 million Houston-based Stephens Small Cap Growth Fund (STSGX). Currently, Crane sees opportunity in small-cap growth companies that operate in such areas as business services, health care and manufacturing. Among the stocks in his portfolio are Cybersource ( CYBS), VistaPrint ( VPRT) and EPIQ Systems ( EPIQ).
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 Allstate ( ALL), Home Depot ( HD) and the United States Natural Gas Fund ( UNG), plus a bearish piece on Apple ( AAPL).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Simon Property Group ( SPG).
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' shares. There has been interesting activity in Hewlett Packard ( HPQ), Brigham Exploration ( BEXP), Oculus Innovative Sciences ( OCLS) and Air Transport Services Group ( ATSG).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like PetSmart ( PETM), Terra Industries ( TRA) and Visteon ( VSTN).
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Navistar ( NAV), American Express ( AXP) and MasTec ( MTX).