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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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 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…

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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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September 10, 2008 by Joe Ponzio

On August 20, 2008, I was interviewed on WBBM-AM’s Noon Business Hour here in Chicago. If you have been through the site, you won’t find too much new here. We discuss Graham Corporation, Nutrisystem, Apple, Starbucks, and the overall markets and investing. You can listen to the 5 minute 13…

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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 4, 2008 by Joe Ponzio

When you buy stock in a company, how long do you plan on holding it? Forever. Ideally, yes. But we live in the real world – a world of wildly fluctuating stock prices that often turns otherwise sane investors into panicky, self-doubting lemmings. As stock prices drop…lower…lower…people tend to second-guess…

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May 29, 2008 by Joe Ponzio

On October 15, 2007, I took a look at Nutrisystem (NTRI) about two weeks after a 25% drop. Running a fairly conservative analysis (in my opinion), I pegged the company as a $38 or so company. Add in a little uncertainty and a 50% margin of safety, and I said…

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October 15, 2007 by Joe Ponzio

Is the Nutrisystem drop old news? In the stock market, you’d have to say yes because things happen so quickly. Still, we can learn lessons from virtually every event in the market. Once we get through the noise and look at the business, things begin to make a lot of…

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