In the spirit of keeping up with current events and providing a contrarian take on popular consensus I wrote the following piece about China.

In the following article that I wrote for Forbes.com I describe why we believe that HMO stocks like United Healthcare (UNH) and Well Point (WLP) (we own both) are incredible buys. Stocks had a small run since I wrote it, but their valuations are still compelling.

I was interviewed by Active Trader Magazine. The question comes to mind – what do I know about trading? Absolutely nothing! This is exactly what I told David Bukey, the editor of the magazine, when he asked me for an interview. He assured me that he read my book and thought my (investing) message was very important to his readers. How can you say no to that?

I talked to Jim Ellis at BusinessWeek about my book Active Value Investing. As you will see, if you tie my hand I’d go mute. Take a look at the video.

I don’t know many people who'd be happy to get a phone call from the IRS. I did not think I’d count myself as one either. But right after I wrote above article about refund anticipation loans (RAL), I got a return call from the IRS’s office of Procedure and Administration, the entity that released the ‘Advance notice of proposed rulemaking’.

Exerpt: Who would have thought that an almighty Citigroup (C ), a diversified financial giant that should have benefited from the sub-prime mess by scooping up weaker competition at pennies on the dollar, would be taking out a sub-prime no-income verification $7.5 billion convertible preferred loan from Abu Dhabi - a country that most of us can hardly find on the map?

In October, I had a great pleasure to be interviewed by two of my favorite Motley Fools: Philip Durell advisor to Motley Fool Inside Value newsletter and Bill Mann co-advisor to Motley Fool Hidden Gems newsletter.

The 2001 rate cuts caused the bubble that is now a crisis. Here we go again

Don’t compound them with bailout for mortgage ‘victims’.

We live in the society where, to our detriment, being politically correct is often more important than being correct. So I am going to come out and make a politically incorrect statement - social investing is an oxymoron.

After Motorola threw in the towel on making money in cell phones this year, is it a good buy? It was not 3 years ago. This analysis is still valid today. Motorola’s failure bodes well for Nokia. Disclosure I own Nokia stock.

One of the most common mistakes investors make is failing to differentiate between a good company and a good stock.

Do you know the direction of interest rates? How do you invest in today's environment.

Do you own a lot of BIG (safe) banks? Well, think again.

This is a follow up to First Marblehead in a previous article.