Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.Cash Is King: Barron's talks with William Priest, CEO and co-chief investment officer of Epoch Holding ( EPHC), a specialized money management firm that oversees around $12 billion in assets. Priest likes to focus on free cash flow to gauge the financial health of a company. Among the stocks in his portfolio are Anadarko Petroleum ( APC), Microsoft ( MSFT) and TD Ameritrade ( AMTD).
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 GameStop ( GME), Hasbro ( HAS) and Fastenal ( FAST).
Brazil's Top Stocks: Barron's talks with Will Landers, portfolio manager of the $832.9 million BlackRock Latin America A Fund (MDLTX). Landers says that Brazil offers both commodity-related shares and domestic equities that could benefit from a growing middle class. Among the stocks in his portfolio are AmBev ( ABV), Itau Unibanco ( ITUB) and America Movil ( AMX).
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 Susquehanna Bancshares ( SUSQ), Pioneer Drilling ( PDC), American Express ( AXP) and Star Scientific ( CIGX).
Research Reports: The latest analyst research highlighted by Barron's, including reports this week on Sterling Construction ( STRL), Visa ( V) and Continental Airlines ( CAL).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like SuperGen ( SUPG), Joe's Jeans ( JOEZ) and Saks ( SKS).
> > Bull or Bear? Vote in Our Poll