Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.Big Money Stock Picks: The bulls are still in charge, according to Barron's latest Big Money Poll. Despite the optimism, the bulls also see reasons to be cautious about how much room is left in the rally. Among the stocks mentioned are Apple ( AAPL - Get Report), American International Group ( AIG) and General Electric ( GE - Get Report).
Hedge Fund Strategies: This Barron's article highlights how three newbie hedge fund managers are navigating the current postcrisis trading landscape. They all agree on three broad ideas: Stick to what you know best, have rigorous and systematic risk controls and recognize that the credit crisis isn't over. Among the stocks mentioned are Deckers Outdoor ( DECK), First Solar ( FSLR) and Suntech Power ( STP).
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 Progressive ( PGR - Get Report) and the Royal Bank of Canada ( RY - Get Report), plus a bearish piece on Google ( GOOG - Get Report).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Digital Realty Trust ( DLR) and Principal Financial Group ( PFG).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Longtop Financial Technologies ( LFT), iPCS ( IPCS) and Adaptec ( ADPT).
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 General Electric ( GE - Get Report), Bank of America ( BAC), Dole Food ( DOLE) and Huntington Bancshares ( HBAN).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Honeywell ( HON), Ceradyne ( CRDN) and A.K. Steel Holding ( AKS).