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  • Payrolls miss, but UE rate dips to 4.9%  [View news story]
    Oppose Obama!

    That's a big one.
    Feb 5, 2016. 10:12 AM | 1 Like Like |Link to Comment
  • Does TWO Harbors' New Buyback Authorization Portend A Dividend Cut?  [View article]
    Cut is coming. See latest results.
    Feb 3, 2016. 04:46 PM | Likes Like |Link to Comment
  • Futures give up overnight gains  [View news story]
    Don't know what will happen today but I expect sell off Friday
    Jan 21, 2016. 07:43 AM | Likes Like |Link to Comment
  • Seeking Alpha In Omega Healthcare Investors  [View article]
    If only it was that simple. Medical billing is very similar to filing taxes. Highly complex and open to interpretation in instances.
    Dec 28, 2015. 09:56 AM | 9 Likes Like |Link to Comment
  • Prospect Capital's Dividend And NAV Sustainability Analysis (Pre-Fiscal Q2 2016 Earnings) - Part 2  [View article]
    @ Mr Kennedy,

    Thanks for the thoughtful reply.
    Dec 23, 2015. 07:47 AM | 1 Like Like |Link to Comment
  • Prospect Capital's Dividend And NAV Sustainability Analysis (Pre-Fiscal Q2 2016 Earnings) - Part 2  [View article]
    Mr Kennedy,

    You feel that most of the risk of PSEC is already priced in. How do you and other investors price in the risk that they will issue more shares ATM below NAV? Are you SURE you have priced in all risks?
    Dec 22, 2015. 01:45 PM | 1 Like Like |Link to Comment
  • Vringo Settles With ZTE: Company Trading At Cash Level, Investors Skeptical About Management  [View article]
    Vito

    You're making excuses. They have yet to prove they can monetize the patents in any way that builds *shareholder* value. And all the 'great' cases are now pretty much gone. All the longs were expecting big paydays from GOOG, MSFT and ZTE. They keep winning just enough money to keep the lights on and get management's salaries paid...but that's it.

    What big fish are left for them to go after?
    Dec 8, 2015. 04:45 PM | 6 Likes Like |Link to Comment
  • Vringo Settles With ZTE: Company Trading At Cash Level, Investors Skeptical About Management  [View article]
    Maybe VRNG is more interested in the settlement being confidential. Have you considered that?

    For those that think there must be more to the settlement than meets the eye, I ask this; Where is the ongoing royalties and money from previous settlements with Tyco, AOL, Belkin and MSFT?

    Maybe this deal sucks just like all the deals management has previously struck. Just maybe.
    Dec 8, 2015. 02:18 PM | 6 Likes Like |Link to Comment
  • Apple: Foxconn Data Is Not A False Positive  [View article]
    You need to write more here. Your articles were amongst the best when you were submitting regularly at SA.

    Should we start a kickstarter campaign to get you writing again at SA?
    Nov 27, 2015. 01:06 PM | 8 Likes Like |Link to Comment
  • Employment Costs Show Low Inflation, Though ICD-10 Creates A Hidden Burden  [View article]
    Chaka,

    It may be the case that implementation is going well. But I wouldn't draw that conclusion just from Medicare payment data. While they are the largest 3rd party payer, they aren't the only game in town. Do we know how the private insurers (BCBS, Aetna, Humana, etc...) are doing? Who are the state medicaid programs doing?
    Nov 8, 2015. 09:15 PM | Likes Like |Link to Comment
  • Employment Costs Show Low Inflation, Though ICD-10 Creates A Hidden Burden  [View article]
    Geekette;

    I'm gonna take a step back. I looked at my previous posts and they come across a bit aggressive and I don't want to make this a person attack upon you. I don't know exactly what you do and you don't know what I do.

    Yes, change happens and people/businesses must adapt. That isn't my gripe. I think and hope going forward that the COST of change is carefully considered with respect to the BENEFIT. Change for the sake of change is not and never has been 'progress'.

    I find it ironic and appropriate that you use the constant changes associated with the tax code as an example of 'change' that all citizens and business must adapt to. As well as absorb the COST of the constant changes. I would argue that the taxes are needly complex and that complexity has spurned the development of a hole industry around it. One with few if any benefits to society. IMO, the same can be said with medical billing. Its far to complex, requiring too many others to be involved thus driving up the costs of delivering healthcare. And the benefits of all this complexity to patients is nil....IMO.
    Oct 31, 2015. 09:03 PM | Likes Like |Link to Comment
  • Employment Costs Show Low Inflation, Though ICD-10 Creates A Hidden Burden  [View article]
    Right Blend.

    The government can't distribute the software because there are so many different software vendors and they all have proprietary code. Most are windows based but some are Unix based, some are Mac based and there are increasingly more that are web based software as a service.

    The software vendors have loved this. See Geekette above. Providers have been have been forced basically to buy software upgrades in order to create patient claims. The reason why the upgrades have been costly is because there is no incentive not too. When else are software vendors going get to force all their customers to upgrade their software?
    Oct 31, 2015. 07:04 PM | Likes Like |Link to Comment
  • Employment Costs Show Low Inflation, Though ICD-10 Creates A Hidden Burden  [View article]
    Geekette

    ICD-10 is simply a language used by providers to communicate with 3rd party payers. The idea that this will have any impact on outcomes is fantasy, generally expressed by supporters of ICD-10. While the added data provided by ICD-10 *may* allow for retrospective outcome studies the best outcome studies are done 'up front'(prospective) and are double blinded.

    Also why is a bad idea ok if you give them 2 years notice? It didn't make it any cheaper to convert to ICD-10. Everyone regardless of political affiliation agrees that healthcare in the US is too expensive. How does ICD-10 lower health care costs? I'll give you a hint; it doesn't. It just added additional non-clincal personnel into the healthcare industry that have to be fed. We used to call them leaches (sorry if I offend you). They suck money out of healthcare but don't provide any value back to the system.
    Oct 31, 2015. 06:56 PM | Likes Like |Link to Comment
  • Employment Costs Show Low Inflation, Though ICD-10 Creates A Hidden Burden  [View article]
    Everyone is entitled to their opinion. But I have to ask, do you work in healthcare? Do you use ICD-10?

    Right now the second most popular article at Medscape is called "When a Physician Leaves, We All Lose". Link:http://tinyurl.com/pjy...
    Read it for yourself if you wish to gain some insight from a providers point of view to the changes that have occurred in healthcare. Basically it laments the belief that governmental regulations are chasing good doctors into early retirement. While ICD-10 is not solely blamed it is recognized as a burdensome regulation that is contributing to this. There are *400* comments to this article and almost all are in sympathy. Interesting, there are comments from physicians in Europe expressing the same feelings!!

    I am a example of this. I used to have a solo private practice in rural Kentucky. About 2 years ago I decided to close my practice and take a salaried position with a VA. ICD-10 and the mandate to move to EHRs were BIG factors in my decision. I was the only specialist in my field in the town where I practiced and no one else in my specialty has come into the area since I left.
    Oct 31, 2015. 08:48 AM | Likes Like |Link to Comment
  • Employment Costs Show Low Inflation, Though ICD-10 Creates A Hidden Burden  [View article]
    Geek,

    I know you think you know what you're talking about but you don't. ICD-10 is a real burden for providers. Sure if you're a big healthcare organization with 1000s of employees its quite manageable, but for smaller (think < 5 doctor) practices its a big cost burden to hire and train staff for the change. Not to mention the software upgrades to existing billing software. Eventually these costs will get passed on to consumers. Don't think it won't.

    And what's the upside? Nothing. It will allow the government (medicare) to reject more claims and pre-authorizations, thats about it. This is an unnecessary self inflicted wound to healthcare in the US.
    Oct 30, 2015. 09:49 PM | Likes Like |Link to Comment
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