October 31, 2008 by Joe Ponzio

Some of you have been accusing me of becoming short-sighted here on F Wall Street, particularly because I dumped a lot of positions rather quickly. The problem with “blogging” is that I am (and your comments are) only as reasonable and good as the perception of the reader. So, I’m…

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October 23, 2008 by Joe Ponzio

I am a bull on America and the stock markets, even if we see more short-term, quotational (and real) pain in the overall markets. On October 30, 2008, GDP numbers will be released, likely confirming what we’ve all known for some time – we’re in (or technically starting) a recession.…

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August 9, 2008 by Joe Ponzio

It is just over a year since F Wall Street began on June 25, 2007. I first posted about the Blackstone (BX) IPO – a cautionary post warning visitors that excitement + lack of information = thanks, but no thanks. As many visitors know, my style is hardly predicated on…

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June 24, 2008 by Joe Ponzio

You’ve heard the clich├ęs: He could sell ice to an Eskimo. She could sell a ketchup popsicle to a woman in white gloves. The sales force is the lifeblood of an organization. After all, the best product in the world is worthless if nobody knows about it. And so, we…

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February 2, 2008 by Joe Ponzio

Ever since I posted the analysis on Adobe yesterday, I’ve had this looming feeling that a little clarification was in order. Some of you are looking for reinforcement on your long-term, buy-and-ignore portfolio; some are really trying to find those heart-pounding, mouth-watering, back-up-the-truck deals in the markets. At today’s prices,…

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February 1, 2008 by Joe Ponzio

On Wall Street, growth and value are anything but joined at the hip. Stocks are typically split into two groups: growth and value. When a growth stock gets hammered down, it becomes a “real bargain” growth stock; when a value stock drops in price, it is a “better value” at…

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September 20, 2007 by Joe Ponzio

The decision to buy stock in a company is fairly straightforward. Is it a great business? Is it trading at a significant margin of safety (MOS)? Am I confident in my valuation and assessment? Answer “yes” to those questions and you’re on your way to business ownership. But when do…

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