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.

7 Places in the financial sector to start your due diligence.

Some interesting value ideas from Philip Durell of the Motley Fool. Two of the stocks he mentions are also on my radar.

David talks about what Fairholme added to or reduced.

Excerpt: "The fund [CalPERS]warned it would start or step up existing efforts to push for changes if the companies do not act quickly themselves. Calpers is already pursuing shareholder proposals at four of the 11 companies."

I found the thought of CalPERS as a potential activist investor very interesting.