Barrons Roundup

30 Indispensable CEOs: Barrons cover story was on the 30 most indispensable CEO including Warren Buffett at Berkshire Hathaway (BRK-A) and Steve Jobs at Apple (AAPL). We put in the companies for all of those CEOs as well as the companies where the CEOs were kicked off the list for various reasons (those companies go on the "hate list" in the portfolio), for instance, DNA.

Shorts and longs in the Subprime sector : "Subprime is today's dot-com -- the pin that pricks a much larger bubble" in asset-dependent America, says Morgan Stanley chief economist Stephen Roach. "To me, the real debate is about 'spillovers' -- whether the housing downturn will spread to the rest of the economy."
Here are a few companies that will continue to feel the effects of the mortgage fallout, both on the long side and the short side. One of the short picks, surprising to me, was RATE.

Bullish and Bearish : This is a portfolio of all the bullish and bearish stories about individual stocks including bullish stories on SBUX and CMGI among others.

Barrons Insider Purchase : This week's insider purchases. We provide a little more color by detailing who it is that’s doing the buying. This week's list includes insider buying on AOB, GENZ, and others.

Barrons Activist Situations : Each week Barrons picks out the most interesting situations where activist investors are clamoring for change.

Litigation Risks : Barrons had a fascinating article this week about how to identify potential longs and shorts depending on what kind of litigations the companies are in. We made a portfolio of the longs and shorts Barrons picks out.

Veteran Affairs Index : an article about why it would be beneficial to buy shares in publicly traded companies that are major contractors for the Department of Veterans Affairs. "In 2005, the latest year for which data are available, 13 of the top 20 contracts went to publicly traded outfits. If you had shares in the winners of those 13 at the start of that year and held them until last Tuesday, you would have seen this portfolio appreciate by 43%." We include all the picks for 2007.

Research Reports: Every week Barrons publishes research reports on various smallcap companies. We provide a portfolio of those stocks with synopses of the reports.