Lynn Carpenter says pension fund deficits could be a major threat to dividend payments. Legislation forces companies to keep private pension plans well funded, meaning some will have to raise large sums of cash at short notice. Lynn picks 9 firms that could soon be forced into making big dividend cuts.

In the following article that I wrote for Forbes.com I describe why we believe that HMO stocks like United Healthcare (UNH) and Well Point (WLP) (we own both) are incredible buys. Stocks had a small run since I wrote it, but their valuations are still compelling.

David Dreman's latest column at Forbes - Smaller companies, by which I mean the ones with market capitalizations below $20 billion, have done well in the past few years. This streak has to end someday--sooner rather than later, I'd wager. Then, portfolios with large capitalizations will come to the fore. Which ones to buy?