Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.Top Natural Resource Plays: Barron's talks with MacKenzie Davis and Ken Settles, co-managers of the RS Global Natural Resource Fund (RSNRX). Davis and Settles believe that with some commodity stocks, you're not just buying natural resource producers, you're buying great companies. Among the stocks in their portfolio are Goldcorp ( GG), Agnico-Eagle Mines ( AEM) and Compass Minerals International ( CMP).
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 C.H. Robinson Worldwide ( CHRW) and Mobile TeleSystems ( MBT), plus a bearish piece on Infosys Technologies ( INFY).
Bottom-Up Manager: Barron's talks with Aziz Hamzaogullari, senior portfolio manager of the $343.7 million Evergreen Large Company Growth Fund (EKJAX). Hamzaogullari recently changed his investment style to a bottom-up approach focused on fundamentals, secular growth, strong management and cash flows and consistent results that allow a company to weather downturns. Among the stocks in his portfolio are American Express ( AXP), Amazon.com ( AMZN) and SEI Investments ( SEIC).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Qualcomm ( QCOM) and Wal-Mart ( WMT).
Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists companies where managers are buying shares, and we build a portfolio with those companies' stocks. There has been interesting activity in First Solar ( FSLR), DIRECTV ( DRV), Dr Pepper Snapple Group ( DPS) and Valence Technology ( VLNC).
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Netflix ( NFLX), Trina Solar ( TSL) and Urban Outfitters ( URBN).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Barnes & Noble ( BKS), MedCath ( MDTH) and Value Line ( VALU).
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