Wednesday links: all-star advice

06Sep06

Many thanks to all of the new readers of Abnormal Returns, we look forward to hearing from you.

Maybe it is just us, but we enjoy the “free advice from fund all-stars” that pop up on a quarterly basis from Morningstar.com. Jaime Black notes these managers are still focusing on quality, large cap stocks with falling cash levels.

Adam Warner at the Daily Options Report on the effect of low implied volatilities on stock replacement strategies.

Barry Ritholtz at the Big Picture on how the notion of a “soft landing” is affecting investor complacency.

James Picerno at the Capital Spectator on whether the soft landing is really out there after all.

CXO Advisory Group reviews some research that shows long-short hedge fund managers generate their returns via stock picking and not by market timing.

Ticker Sense looks at where the money is flowing among the Dow 30 stocks.

Housing stocks are a frequent topic of conversation, Michael Kahn at Barrons.com notes the “…entire sector seems washed out and suffering from general dislike by the public.”

With the fall television season starting up, Jon Markman at MSN Money examines whether the media companies that own the television networks can “.. restore lost credibility and value..”

Eddy Elfenbein and DealBook highlights some research on the potential costs to shareholders of the options backdating scandal.

John Carney at DealBreaker.com pulls together some posts, including one by Going Private, on the question of “agency costs” and MBOs.

Paul Kedrosky at Infectious Greed on the implications of Google’s most recent search business announcement.

Steve Gelsi at Marketwatch.com reports on two forthcoming ethanol IPOs.

We have no idea whether the new CEO at Ford Motor (F) will get the job done, but at least it was a surprise to the markets.

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