Reading Time: 8 minutes (Update 16Sept09) Brean Murry is out with a selling rating with Emdeon (source: StreetInsider). Quote: While investors may be focusing on the potential benefit from healthcare reform, we view the benefit as a potential one-time boost to the growth rate in claims that will revert back to the low-single digits after the anniversary of enrollment…We

stlplace
August 22, 2009

Reading Time: < 1 minute Healthcare (excuse me, Health Insurance) reform debate has heated up lately, esp. in those contentious townhall meetings. One hot issue in debate is the Public Option (not the stock option, but rather a public choice for general public to buy). It seems to me this is losing steam recently, because of a mistake made by

stlplace
August 21, 2009

Reading Time: 2 minutes I got all the fun of driving in Boston traffic during rush hour. It took me more than an hour driving from Waltham to Boston Logan, and my Garmin 755T GPS helped this time. One thing I noticed in Boston is driving is a lot more hectic than in the River city. People won’t yield

stlplace
August 21, 2009

Reading Time: < 1 minute I am using a Garmin 755T GPS to nagivate Boston. This is my 3rd trip using GPS. The first one was Chicago trip before July 4th. Pros Recalculating when I took the wrong road; Cons Dependency on GPS, so I will not read maps in the future? One more thing to pay attention besides road

stlplace
August 18, 2009

Reading Time: 2 minutes Went to Harvard Square this evening, took some pictures (the quality is not as great as I liked, but you know it’s Harvard). (Harvard Theater) (Harvard Square, Sumner’s statue)

stlplace
August 16, 2009

Reading Time: < 1 minute That would be exciting thing 10 years back, when I was still a college junkie. It still will be interesting, at least I plan to visit Harvard Square, where Paul Allen met with Bill Gates (in 1976?) and said: “We got to start this (computer business), this thing (computer revolution) is happening without us.” We

stlplace
August 16, 2009

Reading Time: 2 minutes This is the second piece of Portfolio Management series. I started this series, mostly to record what I have learned in last few years, since I wrote Stock Lessons (as a beginner). The stock market since last year is humbling, but I also learned quite a bit in the process, with some real results. For

stlplace
August 15, 2009

Reading Time: < 1 minute I mentioned him a while ago (via. WealthTrack program). Fox Business link here. He is probably one of the best mutual fund managers in the world (from his long term performance). Watch the latest business video at FOXBusiness.com BTW, here is Jean-Marie Eveillard lastest buys (GuruFoucs).

stlplace
August 13, 2009

Reading Time: 2 minutes My wife asked me why there are so many outraged people on those congressmen/senators townhalls (she reads that from WSJ). I used an analogy. Imagine the metro (or buses) during rush hours in Shanghai (I used to take a bus almost every Monday morning in early 1990s, from my brother’s place to my working place,

stlplace
August 11, 2009
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