Financial Advisor Update

Monday's Daily Blog Watch

Stock quotes in this article: TWX , EBAY , FMD , SRVY , INTC  

Editor's note: Every morning, James Altucher presents the most timely, topical posts from the Web's best business blogs.


The Dow is at all-time highs, but most of the components are down significantly on the century. I believe the worst Dow stocks of the 21st century are all in deep value territory, suggesting the Dow could go a lot higher.


World Beta does a detailed analysis of the Harvard vs. Yale portfolios.


Tales of the Zoo summarizes the worst stock market crashes in U.S. history.


The top current merger-arbitrage situations, with analysis.


Information Arbitrage makes the point, and I might agree, that AOL has a culture problem right now.


Marc to Market is sticking with the consumer plays. All-star analysis.


Controlled Greed makes the case for eBay (EBAY Quote) as a value play.


Quantum Trading Strategies gives a portfolio and analysis of its top picks that are catalyst-driven growth at a reasonable price mixed with deep value.


John Rutledge is about to become supreme ruler of China.


StokBlogs is bullish on student-loan provider First Marblehead (FMD Quote).


Startup Review has a great case study of Greenfield Online (SRVY Quote).


Where Is the Yield gives the textbook case for Intel (INTC Quote) as a dividend play.


Finally, some common sense when it comes to the question: will we ever run out of oil?


This was actually pretty hard for me.
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At the time of publication, Altucher and/or his fund had no positions in any of the stocks mentioned, although positions may change at any time.

James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of Trade Like a Hedge Fund and Trade Like Warren Buffett. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

Interested in more writings from James Altucher? Check out his newsletter, TheStreet.com Internet Review. For more information, click here.

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