Another day of limited blogging. Enjoy the links below:

Andrew Feinberg at Kiplinger’s attended the Value Investing Congress and found a number of interesting value stock ideas. So much so, he found a flood of ideas and more great ideas.

The Capital Spectator provides a sector scorecard for the three major S&P industry groups. Not surprisingly energy continues to lead the way in 2005.

Robert Marcin in feels the Fed has done its job, “..if the Fed does not throttle back its rate hikes, it risks throwing the entire economy into a premature recession.â€?

Craig Karmin in the Wall Street Journal on the surge of assets into Japan-focused funds. Not surprising considering their outperformance this year.

Will the rush of private equity cash into the public markets help public shareholders? Dimitra Defotis in highlights some stocks that are primed for a takeout.

Michele Gambera at makes the case for “..stagflation and a sustained boom in the commodity markets.â€?