Cover Story: The Top 500 Companies: Barron's reshuffled their list of the top 500 companies. Among the top 5 this year were BlackRock (BLK), Research In Motion (RIMM) and Charles Schwab (SCHW).
Value Manager Interview: Barron's spoke with David Katz, portfolio manager at Matrix Advisors Value Fund (MAVFX). He's currently bullish on Cisco Systems (CSCO), Morgan Stanley (MS) and Monster Worldwide (MNST).
Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there's information on PepsiCo (PEP), Yum Brands (YUM) and Barrick Gold (ABX).
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 American International Group (AIG), Cameron International (CAM) and Dr. Pepper Snapple Group (DPS).
Latest Activist Purchases: Which companies are the top hedge funds chasing? This week's list includes names like Forward Industries (FORD), Motorola (MOT) and Vitesse Semiconductor (VTSS).
Research Reports: The latest analyst research reports highlighted by Barron's, including reports this week on Alvarion (ALVR), ExpressJet (XJT) and KKR Private Equity (KPEQF.PK).
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 NLY, VZ, CCE and XTLB.
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