By Roberto Pedone
Posted on July 25, 2010
Post-Bankruptcy Winners: This Barron’s article says investing in companies emerging from bankruptcy has gotten trickier, but there’s still money to be made. Among the stocks mentioned are Smurfit-Stone (SSCC), Six Flags Entertainment (SIX) and Dex One (DEXO).
Top Silver Plays: This Barron’s article says silver has long been overshadowed by gold, but its turn in the limelight is coming. Among the stocks mentioned are Silver Wheaton (SLW), Pan American Silver (PAAS) and iShares Silver Trust (SLV).
Trend Finder: Barron’s talks with Martin Sass, manager of the $1.2 billion M.D. Sass Relative Value Equities, a long-only large-cap value strategy. Sass is primarily a bottom-up stockpicker who uses intensive forensic research to identify trends. Among the stocks in his portfolio are Chicago Bridge & Iron (CBI), Tyco Electronics (TEL) and WMS Industries (WMS).
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 Republic Services (RSG), Aflac (AFL) and Apple (AAPL).
’Speaking of Dividends’: This Barron’s column highlights the latest dividend increases, initiations and cutbacks. This week there’s information on AptarGroup (ATR) and General Electric (GE).
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 Magma Design Automation (LAVA), FTI Consulting (FTI), General Mills (GIS) and Westport Innovations (WPRT).
Research Reports: The latest analyst research reports highlighted by Barron’s, including reports this week on Halliburton (HAL), Yahoo! (YHOO) and VMware (VMW).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week’s list includes names like CKE Restaurants (CKR), Vitacost.com (VITC) and Cypress Bioscience (CYPB).
