William L. Florida, CFA

Euthanasia for Clunkers: The So-Called 'Healthcare Bill'

The New York Times this week has carried a good summary of the current legislation, and it has a good tool on its website for comparing the vaious healthcare bills.


On Aug 03 09:06 AM William L. Florida, CFA wrote:

> There is a lot of political commentary out there, but I have been
> looking for a dispassionate summary of the costs and benefits of
> the healthcare legislation, free of accusations and name-calling.
> Can anyone point me to such a summary? Also, has anyone quantified
> reductions in costs due to the government's purchasing power. This
> was something both Republicans and Democrats talked about in the
> primaries, but I have not heard any discussion of it recently.

Japan: DPJ's First 100 Days

Thanks. It is useful to have the commentary. I would encourage you to keep writing about how you think the new government will relate to the stock market.

Multinationals: A Safe Way to Play the Coming Drop in the U.S. Dollar

Why don't you recommend any foreign ordinaries? These are easily available through Schwab, Fidelity, etc. What is the reason to focus on ADRs and US stocks?

Euthanasia for Clunkers: The So-Called 'Healthcare Bill'

There is a lot of political commentary out there, but I have been looking for a dispassionate summary of the costs and benefits of the healthcare legislation, free of accusations and name-calling. Can anyone point me to such a summary? Also, has anyone quantified reductions in costs due to the government's purchasing power. This was something both Republicans and Democrats talked about in the primaries, but I have not heard any discussion of it recently.

The Significance of Awakening Shareholder Activism in Japan

Thanks for the piece. I would be interested to read more about this topic.

Ultrasound Maker SonoSound Will Continue to Lose Ground to GE - Barron's

Two years later, where does Sonosite stand in terms of its competition with GE? Is anyone tracking this fight?

Thoughts on Finance Minister Nakagawa and Japanese Equities

Good essay, Steven. Hope you are well.

Japan's Dual Currency Proposal: A Slippery Slope

Thanks for your article. This is an unbelievable proposal.

23 Stocks to Consider During Global Deleveraging

On PSA, your table lists a price of 23.64 and a P/TB of 0.5.
This seems inaccurate. As far as I can tell the stock has always traded in the range of $70-$80. Is the table inaccurate, or am I missing something?

Timber! The Long Case for Rayonier

Are there any market transactions which support the value of 2,000 USD/acre in high quantity?

Timber! The Long Case for Rayonier

Market transactions don't indicate 2,000 per acre.

Japan's Auto Parts Makers Gaining Attention

Very useful article. Good rationale with specific ideas.

The Impact of Japan's Growing Shareholder Rights Movement

Thanks for the analysis. What is the best place to find the figures on how much dividends have risen and how much share prices have fallen for companies with poison pills? This would help a lot to measure the impact of the market's demand for shareholder rights.

When I looked on Bloomberg for the dividend yield on the TOPIX index for the last 365 days, it was 1.13%. The dividend yield for the previous 365 days had been 1.17%. I would like to believe the rising dividend story, but what is the location where I can find it?

Sincerely,
Bill F.

Global Demand For Water Expected to Grow

Nice article, well reasoned.

Japanese Government to Embrace Linux

Good story - can you follow the developments on this?