Amerlafrance's Comments Amerlafrance's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/191135/comments Down on the Farm: Do Farm Stocks Have a Place in a Balanced Portfolio? http://seekingalpha.com/article/169830-down-on-the-farm-do-farm-stocks-have-a-place-in-a-balanced-portfolio?source=feed#comment-735437 735437
Another farm type investment to look at is MP Evans Group in London.]]>
Thu, 29 Oct 2009 10:42:04 -0400
Another farm type investment to look at is MP Evans Group in London.]]>
Top 8 Investment Themes for the Next Year, from JP Morgan http://seekingalpha.com/article/166743-top-8-investment-themes-for-the-next-year-from-jp-morgan?source=feed#comment-718118 718118 Fri, 16 Oct 2009 18:21:45 -0400 Allscripts: Notes from NYC Investor Conference http://seekingalpha.com/article/102621-allscripts-notes-from-nyc-investor-conference?source=feed#comment-293366 293366
I advise physicians in ym business. I find that where most businesses now treat IT as an necessary expense to be competetive, most physicians still think of it as a drain on their profits. THe Medicare change is important; up until now physicians had every incentive to cut costs to the bone; their reimbursement was the same and few patients are proactive. Now there will be an impact to their profit margin; I would expect insurers to start the same process at some point. How about professional liability insurers rating the polices for physicians on having ERH in place?]]>
Wed, 29 Oct 2008 09:52:35 -0400
I advise physicians in ym business. I find that where most businesses now treat IT as an necessary expense to be competetive, most physicians still think of it as a drain on their profits. THe Medicare change is important; up until now physicians had every incentive to cut costs to the bone; their reimbursement was the same and few patients are proactive. Now there will be an impact to their profit margin; I would expect insurers to start the same process at some point. How about professional liability insurers rating the polices for physicians on having ERH in place?]]>
Paulson/Bernanke: $700 Billion at 'Hold to Maturity' Pricing http://seekingalpha.com/article/97006-paulson-bernanke-700-billion-at-hold-to-maturity-pricing?source=feed#comment-262933 262933 Tue, 23 Sep 2008 18:01:24 -0400 AIG: Hardly a 'Bailout', Absolutely Necessary http://seekingalpha.com/article/95916-aig-hardly-a-bailout-absolutely-necessary?source=feed#comment-257022 257022 Wed, 17 Sep 2008 11:24:12 -0400 All About Investing in Agricultural Land http://seekingalpha.com/article/88282-all-about-investing-in-agricultural-land?source=feed#comment-219423 219423 CRESY) for Argentina farmsland, and MP Evans Group and Camellia Group (both traded in London). Still hard for small US invesotrs to find a good way to get into farmland as an investment.]]> Thu, 31 Jul 2008 12:32:14 -0400 CRESY) for Argentina farmsland, and MP Evans Group and Camellia Group (both traded in London). Still hard for small US invesotrs to find a good way to get into farmland as an investment.]]> Troubling Aspects to the GSE Bailout Bill http://seekingalpha.com/article/85550-troubling-aspects-to-the-gse-bailout-bill?source=feed#comment-208153 208153 Thu, 17 Jul 2008 18:27:46 -0400 Pfizer: Ride or Let Slide? http://seekingalpha.com/article/83072-pfizer-ride-or-let-slide?source=feed#comment-195107 195107 Sun, 29 Jun 2008 09:47:53 -0400 Nuclear Power Is in Demand http://seekingalpha.com/article/77332-nuclear-power-is-in-demand?source=feed#comment-168280 168280 Thu, 15 May 2008 15:40:14 -0400 Nuclear Power Is in Demand http://seekingalpha.com/article/77332-nuclear-power-is-in-demand?source=feed#comment-168193 168193 Thu, 15 May 2008 13:34:43 -0400 Nuclear Power Is in Demand http://seekingalpha.com/article/77332-nuclear-power-is-in-demand?source=feed#comment-168191 168191 TOSBF.PK). For services to the industry as whole, take a look at ES. All interesting palys in addition to the ones mentioned. There are also smaller plays on uranium miners, three I like because they are not just uranium are ROY, QMM, and PNPFF.PK. Do your own due diligence.]]> Thu, 15 May 2008 13:33:17 -0400 TOSBF.PK). For services to the industry as whole, take a look at ES. All interesting palys in addition to the ones mentioned. There are also smaller plays on uranium miners, three I like because they are not just uranium are ROY, QMM, and PNPFF.PK. Do your own due diligence.]]> The Black Swan in Food http://seekingalpha.com/article/76489-the-black-swan-in-food?source=feed#comment-164641 164641 Fri, 09 May 2008 04:44:05 -0400