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 19, 2008 by Joe Ponzio

For seven months now, I’ve been talking about “going straight to the source” to find information and financial statements to analyze companies. Websites like Morningstar are great starting points and usually have accurate financial information; still, nothing beats reading quarterly and annual reports, proxy statements, and contracts as they were…

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January 10, 2008 by Joe Ponzio

This post is totally out of sync with my 1950s & 1960s Buffett discourse; however, Night ran into a problem that needs fairly quick solving. His sister gave him a sum of money to begin investing and, after explaining how the markets work, that price follows value, etc., he purchased…

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October 29, 2007 by Joe Ponzio

We all know that the markets are driven by fear and greed. We know that, on a daily basis, we are bombarded with information and news about stocks and the markets. As investors and casual internet surfers, we are flooded with information and advertisements about “The Ten Best Stocks For…

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October 23, 2007 by Joe Ponzio

It is no secret that Buffett tends to shy away from technology companies. One one side, people say he simply doesn’t understand them and can’t predict the future with any degree of certainty or comfort; on the other side of the fence, people say the industry changes too fast and…

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August 24, 2007 by Joe Ponzio

Interestingly enough, quick asked a question that was going to be the topic for today. When does the discounted cash flow model work? When does it not? Is this a method that can be used for all businesses at all times? The short answer is: The discounted cash flow method…

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