Follow-up farrago

09May07

Every once in a while we come across a handful of items that touch on topics we have previously discussed. While worthy of note they (in our opinion) do not individually rise to the level of a full post. So in no particular order:

The always level-headed Jonathan Clements at WSJ.com discusses how investors should approach the new slew of ETFs in light of the possibility that many of them may languish with low asset bases and higher fees. Our post on Orphan ETFs we discussed this very possibility.

Kathyrn Kranhold at WSJ.com notes increasing pressure on General Electric (GE) to look to ways to enhance shareholder value including a break-up of the company. Dana Cimilluca at Deal Journal looks at the debate as well. We had discussed in our post Disaggregation and shareholder value the role private equity firms could play in re-making GE.

Howard Lindzon highlights a recent episode of Wallstrip on the “Sell in May” phenomenon and seasonality in general. Readers of this site know that we have touched on this topic more than once.

Barry Barnitz at Financial page highlights a recent paper that explores the role asset allocation has played in the performance of university endowment funds. In an earlier post, Academic excellence, we noted how the strong performance of this high profile group of investors has changed the way many invest.

Most recently we discussed the question of super-voting shares in light of the News Corp. (NWS) bid for Dow Jones (DJ). DealBook has a post on the use (and abuse) of super-voting shares and posits an interesting proposal for their use.

We hope you found one (or more) of these items of interest. A traditional linkfest to follow.

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