Thursday's Blog Watch
Editor's note: Every morning, James Altucher presents the most timely, topical posts from the Web's best business blogs.
Check out
the top stocks in the winning portfolios
for both the "Beat the Street" game and the
CNBC
contest.
John Arnold is the top-paid hedge fund manager this year. The 32-year-old made $1.5 billion for himself personally. Michael Covel
.
Stockpickr's
include trades triggering this morning on
Steel Dynamics
(STLD) - Get Report
,
(GOOG) - Get Report
and others.
Here's a fascinating stat from Ticker Sense showing that the biggest thing we need to worry about in this market is
that funding has been approved
for the 2nd Avenue subway in New York City.
Paul Kedrosky has the latest search stats, and
Google is in a race for world domination
.
Here's a list of stocks that rose yesterday on
-- a condition that could suggest a breakout is occurring.
Who will be the
Microsoft
(MSFT) - Get Report
?
I've never known anyone to use Fandango instead of Moviefone, but
Comcast
(CMCSA) - Get Report
in its largest Internet purchase to date, so somebody must be using it.
Perhaps the great expectations for
Research in Motion
( RIMM)
were too great
.
Has
Harley-Davidson
(HOG) - Get Report
been hiding
?
Is
eBay
(EBAY) - Get Report
the counterfeit capital of the world
?
Clear AM
when it's wearing
DSW
(DSW) - Get Report
shoes.
I like to keep track of
the latest activist situations
, where hedge funds are trying to shake things up. Today's list includes new filings on
PDL BioPharma
(PDLI) - Get Report
and
Pier 1
(PIR) - Get Report
.
Cement is the new water (which, a few months ago, was the new oil). And David Merkel,
Real Money
columnist and money manager, blogs about
,
Cemex
(CX) - Get Report
.
Money manager and
Street Insight
columnist Brian Gilmartin writes about why he's concerned about holding
General Electric
(GE) - Get Report
into its earnings report on Friday
.
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;
to send him an email.
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