The Things I Like to Talk About

CPSI breaking out

2007-05-31T14:10:00.000-07:00

Computer Programs and Systems (CPSI) had a big day today, up 4.9% on about 58% more volume than usual. (I own this stock personally) Maybe the market is finally catching on - it's simply undervalued. Backlog up, expectations very low. Ballpark speaking, I figure it's worth something in the low 40's on about $2 earnings power (about 20-22x earnings). I get this because I figure it's got about 15% long term eps growth potential and at a PEG of 1.4, that's 21x.

Charts: Daily Version

Weekly:

Memorial Day: Wasted!

2007-05-28T17:40:00.000-07:00

Studying for the CFA exam on June 2. Argh! Meanwhile, 30-35% of my theoretical life is already completed! I'm a half-glass-full kinda guy, so that means I'm still young.

Graduation (just completed), Passing Level II (that's the plan), Starting a new career, Moving to a new city, and getting married. All within, oh 6 months.

Beer's on me.

Did y'all Forget 'bout Silverchair???

2007-05-28T16:59:00.001-07:00

Awesome.

Paul Oakenfold w/Brittany Murphy: Faster Kill Pussycat

2007-05-28T09:23:00.000-07:00

Why this song was never a huge hit in the U.S. blows me away...pure energy.

Keane: Somewhere Only we Know

2007-05-27T08:21:00.001-07:00

Shout out to the Young Dubliners

2007-05-25T11:48:00.001-07:00

Wi-fi everywhere and the death of satellite radio

2007-05-23T07:54:00.000-07:00

This post by TechCrunch got me thinking. What if, five years from now, we have wi-fi everywhere? Frankly, it's not that hard to envision because the cables are already laid. Covering the rest of our major metro areas with wireless can be done pretty quickly.

If this Sandisk / Pandora device works, it could signal the end of both radio and satellite radio as we know it. Those of you who are not familiar with Pandora but like music, should check it out. You'll love it. I've written about Pandora before, on a different blog. Basically, Pandora continuously plays songs you'll probably like, for as long as you want. Kind of like a radio, except, if you don't like a song, tell Pandora and it will never reappear.

The web is about the user. Users dominate. We want what we want, and when we want it. That's what the web allows us to do. Satellite can do this too, I think, but I don't understand the infrastructure so I don't know how hard it would be. The beautiful and brilliant fiancee and I were discussing this not too long ago. But, think of a satellite radio device as just ONE channel: YOURS.

We're truly in a period of radio wars...and that's good for listeners!

Red Wings Lose - It's a great day!

2007-05-22T21:18:00.000-07:00

Anytime the Red Wings lose, I am happy. I can't stand those rat bastards. Way to be Ducks!

Product Review: Boca Hot & Spicy Meatless Chik'n Wings

2007-05-15T14:59:00.000-07:00

See picture above. I thought I'd give these a shot, because the Morningstar Farms wings (seen below) are absolutley a delicious treat. But....the store I went to only sold the Boca brand. So, I thought to myself, how bad can they be? Aaaaagh! Mistake. These things taste terrible. And the taste stays around for a while...it just won't go away. I can't believe they let these things out of the factory, they are so bad. I would be willing to bet there are no manufacturing controls to keep bugs away from them, because there's no need: the bugs ain't touching these disgusting nuggets of moist belly button lint.

Instead, go with the Morningstar Farms food below. Much better. And I'm not even a vegetarian...not even close! (I'm also in no way affiliated with either of these companies)

Ok Go

2007-05-04T07:07:00.000-07:00

Not the actual video but a remake of it by some HS kids at a talent show. Grade: A

I'm an underachiever (sigh)

2007-05-03T13:32:00.000-07:00

Newly annointed Pittsburgh Steelers head coach Mike Tomlin is only 35 years old. Wow. I'll be 30 in 2 months. That sure makes me feel awfully unaccomplished. SIGH!

Google

2007-05-03T10:12:00.000-07:00

I recently converted to gmail and at first, I hated it. In fact, I went away for a few days. But once I got used to its labels feature and figured out how the contacts and filtering worked...I became a convert.

Google's user interface is just so damn slick. It's just better than your email program. Trust me. I'm right. Plus, add in google calendar, google photos, google reader (sorry bloglines, after 2 years, we're over) and all I can say is that google kicks ass. 'nuff said.