August 20, 2007 by Joe Ponzio

Worried about the markets? Are things a little too crazy or volatile right now? Guess what: You probably hold too many investments or you hold investments for the wrong reasons. If you can’t get excited when the markets drop suddenly, you should check your portfolio and strategy to find (and…

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August 8, 2007 by Joe Ponzio

Berkshire Hathaway bought another 1.62 million shares of Burlington Northern Santa Fe (BNI) in the past few days, according to a recent filing with the Securities and Exchange Commission. If you recall, Buffett’s company disclosed in April that it had bought 39.03 million shares of BNI, sending the stock some…

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July 25, 2007 by Joe Ponzio

Buy stocks as if you were buying the entire business. That has been a cornerstone of Warren Buffett’s investment philosophy for more than fifty years. Sure, he’s traded stocks and engaged in arbitrage. Still, his largest long-term gains have come from owning wonderful businesses, regardless of whether or not the…

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July 10, 2007 by Joe Ponzio

If you bought Coca-Cola (ticker: KO) on January 2, 1996 and held it through December 29, 2006, you would have had a 10% gain, or about 0.92% average annual return for ten years (when factoring in dividends). Sure, you would have had some big ups and downs, but stock prices…

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June 26, 2007 by Joe Ponzio

Arguably the world’s greatest investor, Warren Buffett says that you should value a stock as you would value a private business. In the private sector, P/E means nothing. In fact, earnings mean nothing. The only thing that matters in buying a private business is the amount of cash that it…

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