Hottest Links: Dell Bloodbath, ETF Growth, And The Lonely Bet

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Hottest links for Tuesday, February 4th, the late edition. 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.

Top stories for today are included below.  We’ve got some very interesting stories to finish off your Tuesday afternoon, including a great piece on John Malone, an interesting take on value-hunting, and casino billionaires betting against internet gambling.

Hottest Links: Stories

Value Investing

Rebalancing: Less is More?

We did a quick study on monthly vs. annual rebalancing for the IVY5 asset allocation portfolio. We did buy and hold and moving average rule variations. [Wesley R. Gray, Turnkey Analyst]

Thomson Reuters Corporation (NYSE:TRI) (TSE:TRI) Taps Into Twitter Inc (NYSE:TWTR) For Big Data Sentiment Analysis

I’m not sure this is worth the time or money but it raises the question: What is new-media-savvy Pearson (FT) coming up with in analytics or other offerings? Mr. Fallon? [Climateer Investing]


Meet Benjamin Wey, Media Mogul

Sometime on Sept. 3, Maureen Gearty, 56, of New York City started receiving emails and calls from old friends and colleagues asking about the details of her torrid affair with a man named Ronen Zakai, a former colleague at two since-shuttered small-cap boiler rooms. [Roddy Boyd, SIRF]

Value-Hunting in the US

With key stock indices in the US closing the year near historical highs and many pundits predicting stronger growth rates both in the US and globally going into 2014, one would think bargains would be hard to find this year. [Cindy Sweeting, Beyond Bulls & Bears]


6 easy ways to lose money in stocks

Unfortunately, buy on the dip is repeated often. Recently, some commentators suggested that retail investors buy emerging markets. Ridiculous! It’s highly likely that emerging markets are not going to bounce back any time soon. [Michael Sincere, MarketWatch]

Wells Fargo tops list of most valuable banking brands

Four of the top five most valuable banks in the world are U.S. banks. After Wells Fargo & Co (NYSE:WFC), HSBC Holdings plc (ADR) (NYSE:HSBC)  takes the second spot, followed by Bank of America Corp (NYSE:BAC), Citigroup Inc (NYSE:C) and JPMorgan Chase & Co. (NYSE:JPM).  [Sital S. Patel, The Tell]

Survivorship Bias: Why Most Investors Should Own Index Funds

Virtually every Hollywood movie I’ve seen features a well-known yet talent-free actor. If Keanu Reeves can get these roles, I must have a shot — I’m certain that I am a better actor. [Brendan Conway, Focus on Funds]

Dude, “It’s Going To Be A Bloodbath”: Newly Private Dell To Fire 15,000

Curious why Michael Dell was so eager to take the company he founded private? So he could do stuff like this without attracting too much attention. [Tyler Durden, Zero Hedge]

John Malone: He’s baaaaaaaack

Basically, for my whole life all my assets have been tied up in the companies I’ve started and run,” John Malone, the billionaire founder and chairman of Liberty Media Corp (NASDAQ:LMCA), told Fortune a year ago last fall. [David Whitford, CNNMoney]

Hedge Fund Chief Makes a Lonely Bet Against Portugal’s Debt

Still, while he may not bring with him the buzz of billionaire hedge fund moguls like Daniel S. Loeb and William A. Ackman, Mr. Salanic, the chief executive of Tortus Capital, has his own target — Portugal — and it is bigger in size than any of the major corporations that have come under attack by his larger peers. [Landon Thomas Jr., DealBook]

Marketing Your Hedge Fund To And Through Consultants And Gatekeepers

Institutional consultants and gatekeepers recognize that quantitative data on performance does not provide them with enough information for recommending one money manager over another. [Bruce Frumerman, FINalternatives]

What Will Drive ETF Growth? Not Active Management

Pimco announced recently (in a January 24th filing with the SEC) that it is going to expand its offerings of active exchange-traded funds, offering 19 new flavors. [Christopher Faille,]

The Two Biggest Casino Billionaire CEOs Are Betting Against Internet Gambling

Sheldon Adelson is no longer alone among big shot U.S. casino company CEOs in betting against online gambling. Steve Wynn has flip-flopped his position on Internet gambling—again—although he is not exactly joining Adelson in his war against online gambling. [Nathan Vardi, Forbes]

Hottest Links: Not The Onion

“The Bomb” Middle Eastern Restaurant To Open In Eastpointe

“It’s his idea, my husband’s idea,” Rana Kasar told WWJ Newsradio 950?s Kathryn Larson.  ”I said, ‘No! It’s too much!’ He’s like, ‘No, no, no. I think it’s going to be perfect.’” [CBS Detroit]

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