You are here: Home » the Blog » Miscellaneous » Did You E-mail Me?

Did You E-mail Me?

By Joe Ponzio on March 27, 2008  |  3 comments

It has come to our attention that the site's e-mail system has not been working. It seems as though this has been a problem for more than a week (maybe two).

If you've tried to e-mail me over the past few weeks and did not get a response, I apologize - I didn't get the e-mail.

All I can ask is that you try again. It is working now.

Thanks for your understanding.

Joe

Written by Joe Ponzio on March 27, 2008

Joe Ponzio is the managing partner of the Ponzio Investors Funds and owner of Ponzio Capital Inc, a registered investment advisory and deep value portfolio management firm. The author of F Wall Street (the book and the website), his articles have appeared in hundreds of financial media, including Financial Planning Magazine, CNBC.com, Yahoo! Finance, and Reuters. He has appeared numerous times nationally on both radio and television, and has presented at universities and seminars across the United States.

Read more articles like this online at www.fwallstreet.com.
To learn more about Joe's portfolio management services, visit www.ponziocapital.com.
The Discussion
Glenn' gravatar

Glenn
Mar 28th, 2008
13 comments

POTENTIAL WORKOUT

Joe and fellow bloggers,

Does anybody have any reason why BCE is not a good workout play? Currently trading at $34.50 and apparently there is an offer of $42.75 on the table (potential gain of 24% over 3 months). Deal expected to close end of second quarter.

Glenn

Night' gravatar

Night
Mar 28th, 2008
72 comments

It is low because some of the banks involved with CCU (maybe just wachovia, I haven't looked at BCE yet) are trying to go back on their commitments (CCU and the private equity trying to buy them are suing the banks right now). BCE Is so low because of this and the general credit market worries going on; same reason CCU was trading low before the bad news about the banks trying to kill the deal came through.

I have no opinion on the BCE workout itself though; I haven't researched it yet.
BlahBlah' gravatar

BlahBlah
Mar 28th, 2008

Correct,

For one the BCE deal is a horrible one for the purchaser(teachers union among others) and as the above poster suggests the same banks that are trying to back out of CCU may try the same with BCE.

Living in Canada, I know how bad BCE is and how they just want to load it up with debt and squeeze it for cash. The only good news is that the teachers union is dumb enough to choke this crap down.

Given the risks, I would move on.
Join The Discussion

Your Name
Mar 12th, 2010

Remember me on this computer
To help keep the F Wall Street website free from comment spam, we require that you have javascript enabled to post a comment. Please turn on javascript and refresh this page to load the comment form.

Joe Ponzio's F Wall Street

Submitting Your Comment

Please wait while your comment is submitted. (It may take a moment.) Comments on F Wall Street are moderated which means that your comment will appear only after it has been reviewed by Joe. Comments are typically reviewed and approved (or denied) quickly, except between 11:30PM and 5:00AM (CST) – Joe has to sleep some time!

Joe Ponzio's F Wall Street

Thank You For Participating!

Thank you for participating on F Wall Street. Once your comment has been approved, it will appear here. While waiting, check out some other articles on the blog or click here to return to the article.

» Buy F Wall Street at Amazon.com

Excel 2007|Excel 2003
(ZIP, 168kb) (ZIP, 138kb)

Search F Wall Street

Powered by Google

Subscribe to F Wall Street

E-mail or RSS updates. And it's free!

Enter your e-mail address below

Thu @ 3:33PM | View comment
MinorityStakes said,

A couple comments regarding BBEP's latest communication with shareholders:* 2009 production just about equaled 2008 production even though capex was...
BreitBurn Energy: Playing the Commodities Crash

Sun @ 11:09AM | View comment
Eric T said,

Instead of inventory turnover, I use the cash conversion cycle, or CCC.It is more accurate for companies that manufacture and...
Understanding the True Profit Margin

Sun @ 5:48AM | View comment
Diversification said,

well it all depends on the correlation between the stocks you have choosen many big mutual funds are having the...
The Dangers Of Overdiversification

Sun @ 4:46AM | View comment
sandesh trivedi said,

Very well explained joe. i believe one must also take into account the nature of the product being manufactured while...
Understanding the True Profit Margin

Sat @ 10:19AM | View comment
Ron said,

Hi Joe,Is there a rule of thumb of percentage of net shares sold by insiders where we should start to...
When To Watch Out For Insider Selling

Sat @ 10:18AM | View comment
jan said,

joe, any thoughts on jackson hewitt? what were the risks that played out in your mind when you decided...
BreitBurn Energy: Playing the Commodities Crash