Yahoo's Restructuring Will Lead To New Highs In 2013

Hedge fund manager Daniel Loeb, who runs Third Point LLC, is known for his poisonous pen and brutal letters to company boards and CEOs.  

By Cris Frangold: With the still frequent volatility of the market, many investors are asking whether it's worth hanging on to large cap holdings in lieu of trading them in for other options that may provide more upside potential without such a long agonizing wait for signs of growth. Yet, it is oftentimes large caps that can show more consistency in both their earnings and growth.

By Stock Croc:Yahoo (YHOO) has been in the news quite a bit over the past few months as the company attempts to take several steps to regain its financial footing. One of the most recent efforts involves the company trying to fend off criticism from not firing its CEO for lying on his resume.

Gwailo submits:Part 3: Whose Best Interests?In Part 1 we saw how SWZ's mediocre performance and persistent discount inspired a shareholder proxy proposal for the upcoming June 16 meeting that asks the Board to adopt an "interval fund" structure.

By Dana Blankenhorn: Yahoo (YHOO) bulls may have a reason for optimism. The fact that CEO Scott Thompson lied on his resume (he's an accountant, not a programmer) isn't that big a deal. But it's the last of a long string of mistakes by the Yahoo board, which faces a June proxy fight led by Third Point LLC head Daniel Loeb.