June 2, 2009 by Joe Ponzio

I can’t believe that it has been nearly two years since F Wall Street was originally launched on June 25, 2007. And what a two years it has been! Since our launch, we saw the S&P 500 climb to an all-time high in October of 2007, only to watch it…

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February 18, 2009 by Joe Ponzio

In its recent end-of-quarter filing, Berkshire Hathaway reduced its stake in Johnson & Johnson by 54%. As is often the case, the media automatically assumed that Buffett turned sour on Johnson & Johnson and was dumping the stock. Before you run off and sell 50% of your JNJ stake because…

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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 7, 2008 by Joe Ponzio

The US Government passes a $700 billion bailout (or rescue) package, and the markets continue their spiral down. Financial advisors across the country are shouting, “Stay the course!” (Usually from under their desks.) This crisis is unlike anything we’ve seen in recent history (and perhaps not-so-recent history); so, what should…

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September 22, 2008 by Joe Ponzio

Folks – as you know, I don’t pay lip service to the markets. The Dow dropped and recovered 1,000 points over the past week; and, if you’re looking for that kind of noise, there are plenty of sites out there discussing it. That said, let me paraphrase many investors I…

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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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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…

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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…

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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…

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September 17, 2007 by Joe Ponzio

Back on August 4, 2007, I promised Michael that I would look at the Quicken site and revisit Robert Hagstrom’s investment strategies outlined in The Warren Buffett Way. Then, I completely forgot to do so. Sorry Michael-better late than never, right? If you are not familiar with Hagstrom, he is…

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