Barrons Roundup: March 12 - 6569 views

Bullish and Bearish: Barrons has bullish articles on MDT, BKS, OPWV, and others. And bearish articles on NUAN and OTEX.

Sam Zell: Billionaire real estate czar, Sam Zell, is interviewed. He just made $1bb selling EOP to Blackstone. Now he has just four stocks in his portfolio, two more REITs, and two homebuilders.

The latest activist situations: These are situations where large shareholders (usually hedge funds) are trying to shake up management in order to unlock value. Today's list includes TTWO and TOPP.

Significant Insider buying: Which companies have insiders backing up the truck on their own shares. We shed a little more color than Barrons and also provide a look through to see what other funds own each position. Some of the stocks include: VG and C.

Best Funds to play emerging markets.
With the emerging markets down 3.3% on the year it might now be time to buy. Underpinning the bullish case is a belief that countries like Brazil, India and China have undergone major economic restructurings.

Stocks with unusually high implied volatility: From the article, "The Striking Price". The list includes companies that people might have sold off irrationally during the recent route in stocks. Some of the members of the list include AMGN, CSCO, and others.

The best stockpicking brokers: Over the past 5 years, which brokerage firms have had the highest success picking stocks in their research reports. Surprisingly Schwab is first with a 5 year total return of 97% versus S&P 500 equal weighted total return of 69%.

Possible Takeover Targets: The article "Beware the Credit Bubble" analyzes bonds to determine possible LBO candidates, including MOT and SLE.

The top lifecycle funds: Funds that offer exposure to stocks, bonds and cash equivalents -- and they automatically switch to less risky allocations as you get older.

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