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The brand new first quarter issue of our premium Hedge Fund Wisdom newsletter is now available! Subscribers please login at www.hedgefundwisdom.com to download it. In The New Issue - Equity analysis of 3 stocks top hedge funds are buying: Written by hedge fund analysts, this section quickly brings you up to speed on a company and the latest situation, summarizing the investment thesis. If you missed it, we recently looked at the performance of stocks analyzed in past HFW issues and the numbers are pretty solid. See which 3 stocks are analyzed in the new issue by subscribing below! - Brand new consensus buy/sell section: Top 5 new buys, top 5 sells, top 5 additions, top 5 reductions. Each list shows the most popular stocks hedge funds were trading and provides commentary on why they were buying/selling. - Newly updated portfolios of 25 top hedge funds: See the latest holdings of Seth Klarman, David Tepper, Steve Mandel, David Einhorn, John Paulson, Chase Coleman and many more big names. - Expert commentary on each fund's moves: We put each fund's activity into context. We've been tracking these funds for 6+ years. - 1 convenient document: All the important information aggregated to save you time. See What Stocks Hedge Funds Have Been Buying, Subscribe Below 1-Year Subscription (save 20% with this choice): $299.99 per year Quarterly Subscription: $89.99 per quarter Want to pay by check? Email us: info@hedgefundwisdom.com

With major U.S. equity indexes continuing to push into uncharted territory, 2013 has undoubtedly brought back bullish momentum in full force. As investors pile back into equities, certain corners of the market that were once hammered by the 2008 financial crisis are now finally showing signs of life. Cyclical industries in particular have benefited significantly from this year’s bull market, as investors shift their focus to riskier and more promising sectors of the market [see The Cheapest ETF for Every Investment Objective].  For those looking for ways to play this trend, we highlight seven of the most popular cyclical industry ETFs that may stand to benefit in this bull market: NASDAQ Global Auto Index Fund This ETF is currently the only fund that offers targeted exposure to the global automobile industry. The fund’s top holdings include Ford (F), Honda Motor Co, Hyundai Motor Co and Toyota Motor Corp, which together account for over [...]Click here to read the original article on ETFdb.com.Related Posts:Van Eck Debuts Proprietary Indexes, Barclays Drops “Capital” Australia, Auto ETFs In Focus On May DayBeyond XLY: Considering Consumer Discretionary ETFsTax Efficiency Report CardMay ETF Roundup: Launches, Filings, and Closures

Master limited partnerships (MLPs) have long been popular with investors looking for tax-advantaged income from investments, and MLPs’ introduction to the ETF space has been a huge success. Generally focused on natural resources, this relatively new sectors of ETFs has brought in a new style of investing, with funds seeing a huge influx of investments. With only 15 funds in this space, there is bound to be some fighting for investors, especially between the most popular funds: ALPS Alerian MLP ETF and JP Morgan’s Alerian MLP Index ETN   [Download How To Pick The Right ETF Every Time]. Meet the Competitors AMLP and AMJ are far and away the largest players in the market,  holding $6.22 billion and $6.02 billion in total assets under management, respectively. For perspective, the third-largest fund is one-tenth the size of Alerian MLP ETF. Volume is likewise strong for the two largest instruments, and it’s no surprise that investors find the fund valuable. [...]Click here to read the original article on ETFdb.com.Related Posts:Global X SuperDividend U.S. ETF (DIV) And Barclays MLP ETN (ATMP) Hit The StreetETFs Then And NowMLP ETFs Have Post-Election HangoverGuide To MLP ETFs (And ETNs)AMJ Gets A Cap: MLP ETFs In Focus

Stocks kicked off the week with a bang as deal-making news across Wall Street brought out the bulls, although profit taking swooped in before the closing bell as markets digested the stellar gains from last week. News of Yahoo! buying blogging giant Tumblr and drug maker Actavis  purchasing Warner Chilcott sent a wave of euphoria across the stock front as investors had no other major economic reports to read through on the day [see also The Cheapest ETF For Every Investment Objective]. Our ETF to watch for today is the CurrencyShares British Pound Sterling Trust , which may spike in either direction at the opening bell as investors react to the overnight CPI release. Analysts are expecting Britan’s infaltion rate to come in at 2.6%, which would mark a modest downtick from last month’s CPI reading of 2.8%. Chart Analysis Consider FXB’s one-year daily performance chart below. This currency fund has endured a [...]Click here to read the original article on ETFdb.com.Related Posts:Thursday’s ETF Chart To Watch: FXB Rebound Hinges On BoE Rate Decision European Currency ETFs Battle For Inflows: Euro (FXE) vs. Pound (FXB) vs. Franc (FXF)The Ultimate Guide To Currency ETF Trading3 ETFs To Watch This Week: EWG, FXB, GLDCurrencyShares Singapore Dollar Trust (FXSG) Rolls Out

I made my inaugural visit to the Maker Faire this year. This is a well-attended festival for innovators, hobbyists, tinkerers, inventors, and anyone else who is into DIY creativity. There was too much going on here for me to do the faire justice with a single review. I learned so much that I'll be seeding many future blog posts with maker concepts that I think will apply to business. I normally take notes at conferences but here I'll concentrate on the exhibits that stood out as relevant to my own priorities. I attended several of the talks given at the Center Stage and elsewhere. The Center Stage talks were all recorded to appear on FORA.tv, so I don't need to repeat them here. I will display some illustrated summaries that a visual artist rendered during each talk. She was cute and I wish I had her contact info. If she sees this blog article, I hope she contacts me because I really admire her work. My impressions follow each artistic rendering. This talk on the use of drones to perform aerial crop surveys illustrates a tremendous opportunity for agribusiness. Farmers can program a drone to follow GPS waypoints for surveys of crop damage and irrigation distribution. Farmers can optimize pesticide and herbicide application with details on crop damage. I've read a lot recently about thieves who scavenge farms in Central California for metal they can sell as scrap. I believe drones and remote sensors can also play a role in wide-area security for agribusiness. I asked a drone operator over at the faire's Drone Games pavilion about programming drone movements; he said drones can be set to track moving objects on the ground automatically. If I were a farmer, I'd program remote cameras and sensors (magnetic, acoustic, and seismic) to monitor my farm's perimeter and have a drone on standby to launch at any intrusion point. The drone would track a fleeing suspect long enough to get a video recording of their facial features, gait, and vehicle license plate for use by law enforcement. Imagine how the widespread use of privately-owned drones as security tools would support law and order in rural areas. Going from zero to maker is easy. You don't have to know everything. You do have to try and try again because making mistakes and improving prototypes is a normal part of discovery. Crowdfunding a cool project can really help its visibility. I only caught part of the NASA astronaut's talk. The best thing I learned from him was that NASA's interest in developing a fusion-powered spacecraft will eventually accelerate the development of fusion energy for commercial use on Earth. This is one talk I'm glad I did NOT attend. PBS and NPR have lots of good programming but sometimes they showcase some naive people doing ineffective things. One case in point is the Violins for Veterans idea noted on the card above. I heard about that giveaway from my friends in the San Francisco veterans' community. It was a disaster. First of all, the veterans never asked for the violins in the first place. Hardly any of them have ever even learned music, let alone this instrument. When some destitute veterans found out they could pawn their donated violins for cash, that's exactly what they did. Well-meaning people need to do some market research before they launch a giveaway program. Veterans need stable employment before they can afford the luxury of learning a musical instrument. This is a talk I wish I had attended. Chickens popping out plants sounds like something out of science fiction but serious scientists and philanthropists are working on it. Would you like some arugula in your omelette? No problem, just crack open an egg that comes pre-loaded. This was probably the most unique talk of the entire faire. The founder of the Maker Faire, Dale Dougherty, interviewed Charles Hull, founder of 3D Systems. 3D printing has been around for three decades and evolved

U.S. equities seemingly took a breather today from last week’s record run, as investor concern over the Fed scaling back its major bond buying program weighed heavily on the markets. Today, Federal Reserve Bank of Chicago President Charles Evans commented that while the central bank’s stimulus measures have made good progress, officials need “a little more time” before they can be confident that the “substantial’ milestone has been reached. As such, investors will be paying close attention to Ben Bernanke’s testimony before the Senate on Wednesday and the release of the latest FOMC minutes [see The Cheapest ETF for Every Investment Objective]. Global Market Overview: DBP Pops On Fed Speculations, XLE Rallies With no major economic data reported today, all three major U.S. equity indexes slipped to close in negative territory. The S&P 500 ETF settled 0.02% higher, though its underlying index closed down 0.07% on the day. The Dow Jones Industrial Average ETF fell 0.08%, while [...]Click here to read the original article on ETFdb.com.Related Posts:Daily ETF Roundup: YCS Pops On Strong Dollar, XLE RalliesDaily ETF Roundup: S&P Posts Record High, XLF And XLE RallyDaily ETF Roundup: Stocks Snap 4-day Win Streak In Lackluster SessionDaily ETF Roundup: Dow Sets Yet Another RecordDaily ETF Roundup: IGN Pops After Cisco Earnings, XLV Slumps

Two hedge funds filed disclosures with the SEC today regarding shares of recently public PennyMac Financial Services (PFSI). Omega Advisors' PFSI Stake Lee Cooperman's hedge fund Omega Advisors filed a 13D with the SEC on PennyMac Financial Services (PFSI) revealing they own 21.6% of the company with 2,759,600 shares. Omega purchased PFSI at $18 per share in the company's initial public offering on May 9th. Cooperman's firm also picked up a few extra shares on May 14th at $19.71 for some of their managed accounts. For more from this hedge fund, Lee Cooperman recently shared his market thoughts at the Skybridge Alternatives Conference (SALT). Bridger Capital's Position in PFSI Roberto Mignone's hedge fund Bridger Capital also filed a 13G with the SEC and disclosed a 13.5% ownership stake in the company with 1,500,000 shares due to activity on May 9th as well. About PennyMac Financial Services PennyMac Financial Services recently went public and is the parent firm to publicly traded subsidiary PennyMac Mortgage Investment Trust (PMT). Per Google Finance, PennyMac Financial Services, Inc. is "a specialty financial services firm with a mortgage platform and integrated business focused on the production and servicing of United States residential mortgage loans and the management of investments related to the United States residential mortgage market. The Company operates in two segments: mortgage banking and investment management. Its principal mortgage banking subsidiary, PennyMac Loan Services, LLC (PLS), is a non-bank producer and servicer of mortgage loans in the United States. PLS is a seller/servicer for the Federal National Mortgage Association (Fannie Mae), and the Federal Home Loan Mortgage Corporation (Freddie Mac), each of which is a government-sponsored entity (GSE). The Company’s principal investment management subsidiary, PNMAC Capital Management, LLC (PCM), is an investment adviser. It manages PennyMac Mortgage Investment Trust (PMT), a mortgage real estate investment trust (REIT)."

U.S. markets are on the move again as merger and acquisition news are spurring buying euphoria even after last week’s stellar run-up. Stocks are off to a strong start this week as news of Yahoo! buying blogging giant Tumblr is helping to keep confidence levels afloat while a clear data front in the first half of the week is further helping to keep profit taking pressures at bay [see also How To Take Profits And Cut Losses When Trading ETFs]. Below we outline two new actionable idea that stands to benefit from a potential rebound in overseas markets: Actionable ETF Ideas:  Pro Membership Required to Continue Reading To continue reading this article, you must be an ETFdb Pro member. Please login or begin your 14-day free trial to continue reading. There are several benefits to becoming an ETFdb Pro member today:Access to 50+ All-ETF model portfolios. Whether you're a long-term, buy-and-hold investor or a [...]Click here to read the original article on ETFdb.com.Related Posts:Brief History Of ETFs17 ETFs For Day TradersETF Insider: Can Earnings Trump Euro Drama? ETF Insider: Weak Dollar Creates OpportunitiesSeven ETFs To Invest Like Peter Schiff

John Paulson's hedge fund firm Paulson & Co filed an amended 13D and a Form 4 with the SEC regarding shares of Dex Media (DXM). Per the filings, Paulson has disclosed a 13% ownership stake in DXM with 2.23 million shares. This marks an increase of around 19% in their position size, up from the 1.87 million shares they owned at the end of April. The new disclosure was required due to portfolio activity on May 14th. Dex Media is the combination of the former Dex One (former ticker DEXO) and Super Media (former ticker SPMD) entities. They recently merged and reorganized. Paulson previously owned shares of both and as such received shares of the merged company. Kyle Bass' Hayman Capital Discloses DXM Stake Hedge fund Hayman Capital also owns a large stake in DXM and founder Kyle Bass presented the case on Dex Media at the recent Ira Sohn Conference. Today we get a sense as to how big Bass' equity position is in the newly combined company. Per portfolio activity on April 30th, Bass' Hayman Capital filed a 13G with the SEC on Dex Media and revealed a 9.7% ownership stake in DXM with 1,664,636 shares. Bass also previously held shares in both Dex One and SuperMedia and as such received shares in the newly combined entity, Dex Media. Per Yahoo Finance, Dex Media "engages in the publication and marketing of directories, which include Yellow Pages and White Pages in the United States. The company also offers Internet-based telephone directory and database marketing services."

George Soros' family office Soros Fund Management has been gradually adding to its position in London listed Johnson Services Group (LON:JSG). Soros first disclosed the position in July of 2012, but since then they've nearly doubled it. Soros Fund has revealed they own 7.19% of voting rights in Johnson Services Group as of May 9th. This is up from 5.68% in March and almost double from their original 3.87% position in July of 2012. Per Google Finance – “Johnson Service Group PLC provides services to both consumers and businesses. The Company operates in four segments: Textile Rental, Facilities Management, Drycleaning and All Other Segments. Textile Rental consists of workwear rental supply and laundering, linen rental for the hotel, catering and corporate hospitality markets and sale of ancillary items. Facilities Management includes delivering building, facilities and property management services to public, commercial and retail organizations throughout the United Kingdom. Dry cleaning has over 460 stores nationwide, provides dry cleaning, laundry and ironing services, carpet cleaning and the supply of dry cleaning consumables and equipment. On February 14, 2012, SGP Property & Facilities Management Limited (SGP), its subsidiary, acquired specified contracts and assets of Nickleby & Co. Limited. In December 2012, the Company sold Alex Reid Limited (Alex Reid) to Christeyns UK Limited (Christeyns).” For more on this investment manager, check out Soros Fund's new position.