Comments on: Losers and 5 winners from health care “reform”–and why we’ll be fighting over who pays for a decade http://jubakpicks.com/2009/10/13/losers-and-5-winners-from-health-care-reform-and-why-well-be-fighting-over-who-pays-for-a-decade/ Sat, 19 May 2012 20:47:22 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: devaneym http://jubakpicks.com/2009/10/13/losers-and-5-winners-from-health-care-reform-and-why-well-be-fighting-over-who-pays-for-a-decade/comment-page-1/#comment-5160 devaneym Tue, 09 Mar 2010 17:28:48 +0000 http://jubakpicks.com/?p=1602#comment-5160 TEVA is north of the target. Has there been any updates? TEVA is north of the target. Has there been any updates?

]]> By: tcrowell http://jubakpicks.com/2009/10/13/losers-and-5-winners-from-health-care-reform-and-why-well-be-fighting-over-who-pays-for-a-decade/comment-page-1/#comment-1320 tcrowell Wed, 14 Oct 2009 21:18:32 +0000 http://jubakpicks.com/?p=1602#comment-1320 Novo-Nordisk, a long time favorite in my portfolios, also trades as an ADR with the symbol NVO. (Full disclosure-I also have NYSE (NVX) as a buy.) Novo-Nordisk, a long time favorite in my portfolios, also trades as an ADR with the symbol NVO. (Full disclosure-I also have NYSE (NVX) as a buy.)

]]> By: devaneym http://jubakpicks.com/2009/10/13/losers-and-5-winners-from-health-care-reform-and-why-well-be-fighting-over-who-pays-for-a-decade/comment-page-1/#comment-1317 devaneym Wed, 14 Oct 2009 17:49:18 +0000 http://jubakpicks.com/?p=1602#comment-1317 Jim, i'm new to your site. Is the timing still good for the following:STO,CSCO,jci,MXWL,GLF,WRB,GLW,teva. Jim, i’m new to your site. Is the timing still good for the following:STO,CSCO,jci,MXWL,GLF,WRB,GLW,teva.

]]> By: hotair http://jubakpicks.com/2009/10/13/losers-and-5-winners-from-health-care-reform-and-why-well-be-fighting-over-who-pays-for-a-decade/comment-page-1/#comment-1307 hotair Wed, 14 Oct 2009 01:58:03 +0000 http://jubakpicks.com/?p=1602#comment-1307 Jim, I enjoy your continued thoughts, but your agribusiness external costs have inaccuracies. Starting in the 80's when the commodity markets tanked, US agriculture was forced to "do more with less". That meant revisiting plowing. Most farmers now use no-till or minimum-till practices to reduce fuel costs, soil compaction, and soil erosion. Enablers of these conservation practices was increased usage of herbicide and fertilizer (no need for 4 trips across the field to reduce weeds with cultivation when Roundup killed it 95% of the competitive weeds in one pass). It also reduced labor costs which was needed as farm labor left for other employment. In the past decade, GPS and more accurate field mapping has allowed those farmers with capital available for technology to reduce fertilizer and herbicide use (and costs) by not overlapping application. It also allows variable application of fertilizer in the same field to needed areas. Those farmers that do not adopt efficient practices are less profitable and over time end up leaving farming. Neighboring farms then tend to take over that land to grow their operation in order to spread their equipment/technology costs across more acres. At some point those family farms form an LLC and become the devil in the public discussion and are then labeled "corporate". Jim, I enjoy your continued thoughts, but your agribusiness external costs have inaccuracies. Starting in the 80′s when the commodity markets tanked, US agriculture was forced to “do more with less”. That meant revisiting plowing.

Most farmers now use no-till or minimum-till practices to reduce fuel costs, soil compaction, and soil erosion. Enablers of these conservation practices was increased usage of herbicide and fertilizer (no need for 4 trips across the field to reduce weeds with cultivation when Roundup killed it 95% of the competitive weeds in one pass). It also reduced labor costs which was needed as farm labor left for other employment.

In the past decade, GPS and more accurate field mapping has allowed those farmers with capital available for technology to reduce fertilizer and herbicide use (and costs) by not overlapping application. It also allows variable application of fertilizer in the same field to needed areas. Those farmers that do not adopt efficient practices are less profitable and over time end up leaving farming. Neighboring farms then tend to take over that land to grow their operation in order to spread their equipment/technology costs across more acres. At some point those family farms form an LLC and become the devil in the public discussion and are then labeled “corporate”.

]]> By: titus1 http://jubakpicks.com/2009/10/13/losers-and-5-winners-from-health-care-reform-and-why-well-be-fighting-over-who-pays-for-a-decade/comment-page-1/#comment-1305 titus1 Tue, 13 Oct 2009 22:20:00 +0000 http://jubakpicks.com/?p=1602#comment-1305 Jim, excellent analysis, as always. The snowballing of diabetes in the U.S. also suggests an increasing need for dialysis services. It should also be noted that that doctors are prone to prescribe drugs or surgical procedures instead of encouraging patients to take steps toward healthier life styles, thus playing in the hands of the drug industry and their own pecuniary interests. Jim, excellent analysis, as always. The snowballing of diabetes in the U.S. also suggests an increasing need for dialysis services. It should also be noted that that doctors are prone to prescribe drugs or surgical procedures instead of encouraging patients to take steps toward healthier life styles, thus playing in the hands of the drug industry and their own pecuniary interests.

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