Hottest Links: Backdoor Bailout, Klarman’s Cash, And Best Dividends

Hottest Links: Backdoor Bailout, Klarman’s Cash, And Best Dividends

Hottest links for Tuesday, January 28th, the late edition (see Monday’s edition here). Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if you sign up you will get our new e-book on value investing.

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Top stories for today can be found below.  We’ve got the top 64 dividend stocks, Big (Four) trouble in little China, and an interesting hypothetical: what if an active EFT gets too popular?

Hottest Links: Stories

Value Investing

64 Best Dividend Stocks for 2014

Morningstar Investment Conference: Fund Manager Highlights Personalized Medicine, Energy Security

Clint Carlson Far ViewHedge fund managers go about finding investment ideas in a variety of different ways. Some target stocks with low multiples, while others look for growth names, and still others combine growth and value when looking for ideas. Some active fund managers use themes to look for ideas, and Owen Fitzpatrick of Aristotle Atlantic Partners is Read More

We start the new year with our annual list of the best dividend stocks for 2014. This screen contains 64 names across a variety of industries. [Shailesh Kumar, Value Stock Guide]

XPEL Technologies: An Undervalued Growth Machine with Multi-Bagger Potential

XPEL Technologies Corp (CVE:DAP.U) (OTCMKTS:XPLT) has experienced torrid 50+% revenue growth over the last few years on the heels the company’s breakthrough product, the ULTIMATE Film that has revived a long-stagnant industry and left XPEL’s competitors struggling to keep up. [Mackie, Moatology]

How to construct your own asset allocation

Financial industry talk of efficient frontiers, mean variance analysis and allocations customised for your unique circumstances can lead you to believe there’s a perfect recipe out there – some financial equivalent of the Ancient Greek’s golden mean. [The Accumulator, Monevator]

How to value IFRS 19 Pension liabilities – Part 2: Inflation

After the introduction and some technical aspects in the first part, let’s look at how inflation is impacting pension liabilities. Inflation in my experience is something which is widely misunderstood when it comes to pension plans. [Memyselfandi007, Value And Opportunity]

Beta: Announcing a Revolutionary New Legal Search Tool for Bankruptcy Professionals

Over the past few months, I’ve been working on something I’m extremely excited about and I believe it’s going to change the way lawyers, restructuring advisers, and investors research and find information in the bankruptcy space. [Hunter, Distressed Debt Investing]


Klarman Held 50 Percent Cash Amid Scarce Value

Investment funds are usually looking for cash, so it was something of a surprise (although not to ValueWalk readers) when Baupost Group LLC founder Seth Klarman announced that he was giving money back to his investors for the second time in just a few years. [Michael Ide, ValueWalk]

The Obama Administration’s Backdoor Bailout of Puerto Rico

Puerto Rico’s economy and its government finances are in dire straits. The territory has had eight consecutive years of negative economic growth. Its official unemployment rate is nearly 15 percent. [Martin A. Sullivan, The Tax Analyst Blog]

The Misfortunes of the Big Four in China

Last week, an SEC judge in the US delivered a spanking to the Big Four accounting firms, barring their Chinese affiliates for six months from doing audit work for US-quoted Chinese companies. [China First Capital]

Pimco Could Triple Its Active ETF Lineup, and Then Some

Bill Gross’ Pimco has plans to expand in a big way in exchange-traded funds, specifically by building as many as 19 ETF companions to several of its most popular mutual funds. [Brendan Conway, Focus on Funds]

Greenberg: Have Feds Launched Criminal Probe of Stericycle?

Sometimes the best clues to what is really going on in a company can be found in local news media in a company’s hometown. Or in towns they operate in. The latter is the case with Stericycle Inc (NASDAQ:SRCL), the medical waste disposal company. [Herb Greenberg, Herb on TheStreet]

What If an Active ETF Gets Too Popular?

But what works for Bruce Berkowitz’s Fairholme Fund (MUTF:FAIRX) or Vanguard Capital Opportunity Fund Investor Shares (MUTF:VHCOX) poses a special dilemma in exchange-traded funds. If there is a wave of new actively managed ETFs — and there’s already a trickle, including a few this month from State Street (STT) and MFS Investments — what happens when, one day, a fund gets more money than it can handle? [Brendan Conway, Focus on Funds]

When to Publish

The latest post in my series on financial blogging is live at Investment News. In it, I discuss the need to be more aware of when you’re publishing, which usually gets short shrift relative to the “What to Publish” emphasis. [Joshua M Brown, The Reformed Broker]

Hottest Links: Not The Onion

Abandoned Baby in Duffie Bag Actually Three Huge Snakes

A concerned citizen alerted police to a moving bag on the sidewalk in Boerum Hill today only to learn a lesson about jumping to conclusions. [Joe Coscarelli, New York Magazine]

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