Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.Bond ETF Plays: This Barron's article says that bond ETFs have become an attractive alternative to traditional fixed-income mutual funds. Among the ETFs mentioned are iShares Barclays TIPS Bond ETF ( TIP), SPDR Barclays Capital Convertible Bond ETF ( CWB) and SPDR Barclays Capital International Treasury Bond ETF ( BWX).
Undervalued Leaders: Barron's talks with Todd McCallister, managing director and portfolio co-manager of the $1.4 billion Eagle Asset Management Fund (HMCAX). McCallister looks for companies that are undervalued but in a position to knock out competitors and take market share over time. Among the stocks in his portfolio are CME Group ( CME), Fiserv ( FISV) and Ansys ( ANSS).
Small-Cap Pacific Northwest Plays: Barron's interviews J.D. Delafield, CEO of Delafield Hambrecht, a merchant bank located in Seattle. Delafield has $40 million under management, including $18 million in the Delafield Hambrecht Partners hedge fund. The fund focuses on investing in small-cap companies located in the Pacific Northwest. Among the stocks in his portfolio are Digimarc ( DMRC), Merix ( MERX) and Cascade Microtech ( CSCD).
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 Anadarko Petroleum ( APC) and Corrections Corp. of America ( CWX), plus a bearish piece on Exterran ( EXH).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like GameStop ( GME), Eastman Kodak ( EK) and Bare Escentuals ( BARE).
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 Chelsea Therapeutics International ( CHTP), Owens Illinois ( OI), Debt Resolve ( DRSV) and KB Home ( KBH).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Morgan Stanley ( MS), Janus Capital Group ( JNS) and Marriott International ( MAR).