This Week's Barron's Roundup
12/29/07 - 08:38 PM EST
Editor's note: Welcome to Stockpickr's "Barron's Roundup." Each weekend, James Altucher presents Stockpickr portfolios related to articles in the latest issue of Barron's.
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week's issue has information from a recent Bear Stearn's survey highlighting high-dividend stocks. Names include Newcastle Investment(NCT Quote - Cramer on NCT - Stock Picks) and GateHouse Media(GHA Quote - Cramer on GHA - Stock Picks).Top Insider Purchases of the Week: Insider purchases are a lot more predictive than insider selling. Barron's lists the stocks where insiders are buying, and we build a portfolio of those stocks. There's been activity in stocks like Hercules Offshore(HERO Quote - Cramer on HERO - Stock Picks), Isle of Capri(ISLE Quote - Cramer on ISLE - Stock Picks) and Sanderson Farms(SAFM Quote - Cramer on SAFM - Stock Picks).
Barron's Summaries: Each week, Barron's has bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week's issue has a bullish story on Loews(LTR Quote - Cramer on LTR - Stock Picks) and a bearish piece on Cogent(COGT Quote - Cramer on COGT - Stock Picks).
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on McAfee(MFE Quote - Cramer on MFE - Stock Picks) and Teva(TEVA Quote - Cramer on TEVA - Stock Picks).
Latest Activist Hedge Fund Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Transmeta(TMTA Quote - Cramer on TMTA - Stock Picks), Enzon Pharmaceuticals(ENZN Quote - Cramer on ENZN - Stock Picks) and Endo Pharmaceuticals(ENDP Quote - Cramer on ENDP - Stock Picks).
Pzena Investment Management Stock Picks: Barron's interviewed Rich Pzena, founder and co-chief investment officer of Pzena Investment Management. Pzena runs the (PZFVX Quote - Cramer on PZFVX - Stock Picks)John Hancock Classic Value Fund, which has produced annual returns of 11% over the last five years. Some of the stocks Pzena currently favors are Alcatel Lucent(ALU Quote - Cramer on ALU - Stock Picks), Citigroup(C Quote - Cramer on C - Stock Picks) and Freddie Mac(FRE Quote - Cramer on FRE - Stock Picks).
Stocks Most and Least At Risk To Tech Spending: Barron's interviewed Walter Pritchard, the infrastructure software analyst for Cowen, who talked with 900 people involved in technology purchases. Pritchard concluded that Citrix Systems(CTXS Quote - Cramer on CTXS - Stock Picks) is at high risk to a tech spending slowdown while WebSense(WBSN Quote - Cramer on WBSN - Stock Picks) (WBSN) is less at risk.



