Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.Large-Cap Quality Players: Barron's talks with Steven Gorham and Nevin Chitkara, portfolio managers of the 14-year-old MFS Value Fund (MEIAX). Gorham and Chitkara focus on quality large-cap companies with strong balance sheets and plenty of cash flow that can be returned to shareholders. Among the stocks in their portfolio are Johnson & Johnson ( JNJ), Bank of New York Mellon ( BK) and Lockheed Martin ( LMT).
Bullish and Bearish: Each week, Barron's publishes bullish and bearish articles on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bullish articles on Lowe's Companies ( LOW), Dr Pepper Snapple Group ( DPS) and Garmin ( GRMN).
Well-Respected Stockpicker: Barron's talks with Thyra Zerhusen, a well-respected stockpicker and portfolio manager of the Aston/Optimum Mid Cap Fund (CHTTX). Zerhusen prefers companies with strong balance sheets, earnings resilience, experienced managers and geographic diversification. Among the stocks in her portfolio are Akamai Technologies ( AKAM), BorgWarner ( BWA) and Varian Medical Systems ( VAR).
'Speaking of Dividends': This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on Applied Materials ( AMAT), Medicis ( MRX) and Hospitality Properties Trust ( HPT).
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 Scientific Games ( SGMS), Coca Cola ( KO), AOL ( AOL) and Express Scripts ( ESRX).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Susquehanna Bancshares ( SUSQ), CIT Group ( CIT) and The Buckle ( BKE).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Natus Medical ( BABY), CardioNet ( BEAT) and AVI Biopharma ( AVII).
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