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…

» Read this article

October 27, 2008 by Joe Ponzio

In this comment, I had said that I was “way wrong” on American Eagle Outfitters, and that sparked some good questions. Namely: The price is down some 60%; but, what happened in the business that makes me feel like I was “way wrong”? The short answer: The business is taking…

» Read this article

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.…

» Read this article

August 21, 2008 by Joe Ponzio

We’ve been having a little discussion over on this post about the original purchase, current state, and future prospects of American Eagle Outfitters. The stock is down roughly 50% from our original purchase which begs the true value investing question: Is it down…or is it cheap?

» Read this article

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…

» Read this article

April 14, 2008 by Joe Ponzio

Folks – it’s great to be back. A lot has happened over the past few weeks; then again, you should not have been surprised by any of it. The airlines are shutting down (you could have seen it coming from a mile away – serious note: my heart goes out…

» Read this article

January 23, 2008 by Joe Ponzio

I’ll have to finish Workouts Work Out on Friday. Let me get some housekeeping done regarding the book and the markets. I’m not going to give you the standard “stay the course” or “now is the time to buy” garbage – there are plenty of other places to go for…

» Read this article

January 7, 2008 by Joe Ponzio

Welcome to 2008 all. I am going to spend the next day responding to all of the comments from the past two weeks. Let’s get to the heart of the matter: What is going to happen in 2008? It is a question I have been hearing for the past three…

» Read this article

December 12, 2007 by Joe Ponzio

Last month I discussed selling options against positions when the markets are high and everyone is happy. The markets can do anything on a minute by minute basis; still, they tend to stay within certain ranges from month to month – even if those ranges are hard to predict. As…

» Read this article

November 12, 2007 by Joe Ponzio

Last week was a wild one for stock prices. The Dow lost 4.1% (threatening 13,000); the S&P 500 was down 3.7%; the NASDAQ lost 6.5%. It was crazy enough to make most investors quake in their boots. I don’t try to predict the direction of the markets on a daily…

» Read this article