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- American Eagle Outfitters: What Went Wrong?
- Joe Ponzio submits: 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:...
- External links 2008-10-27
- Expanding Your Sphere of Investing Confidence and Competence
- Joe Ponzio submits: When it comes to buying stocks, there are a million different approaches, a million different ways to value companies, a million different charts to look at... You get the idea. It can be dizzying, especially if you are trying to learn how to invest and find...
- External links 2009-01-19
- The Wells Fargo/Wachovia Story from 1994 to 2012
- Joe Ponzio submits: So, I bought a bank. I know...I know. I said I wouldn't. Then again, that was a year or two ago, when I couldn't understand what the hell these guys were doing to make money. CDOs. Sub-prime mortgages. I would try to read the annual reports,...
- External links 2009-02-13
- Buffett May Not Have Sold Johnson & Johnson
- Joe Ponzio submits: 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...
- External links 2009-02-19
- What Affects Commodity Prices
- Joe Ponzio submits: In general, there are four main factors that affect commodities prices: Supply & DemandInventories & StocksCurrencyInflation Let's go down the list to best understand their harmony. We'll start in a tiny, isolated town of farmers and families. by Joe Ponzio
- External links 2009-04-29
- You Don't Have to Be Insane to Invest in Commodities
- Joe Ponzio submits: Mention the word "commodities" and one of three images usually pops into mind. Some people immediately think of Trading Places, of Louis Winthorpe and Billy Ray Valentine cornering the orange juice market and issuing a false crop report to the Duke Brothers, leaving the Dukes high,...
- External links 2009-04-29
- Selling DBB Because I'm a Bonehead
- Joe Ponzio submits: I mentioned in this post, I got rid of DBB — the base metals ETF. Admittedly, I'm hanging my head in shame — not because we lost money (actually, we made money) but because I made a stupid judgment mistake that cost us opportunity. (Fortunately, there's...
- External links 2009-06-19
- Volt Information Services: Going Where the Panic Is
- Joe Ponzio submits: I often tell clients and investors: "If I can find one or two opportunities a quarter, I'm ecstatic." As we close out the third quarter of 2009 in a few days, I'd like to share with you some of the investments we've made....
- External links 2009-09-29
Additional Resources
- Phil Fisher on Profit Margins, Part II
- Joe Ponzio submits: As I mentioned in this post, three of Phil Fisher's 15 Points to Look For in a Common Stock are directly related to profit margins. Companies with slim profit margins often feel tough economic or business cycles more vehemently than those with fat margins. Of course,...
- External links 2008-08-01
- Value Investing vs. Value Pretending
- Joe Ponzio submits: For more than 50 years, great "value" investors — Warren Buffett, Benjamin Graham, Charlie Munger, Seth Klarman, to name a few — have been touting the benefits of investing when there is blood in the streets, buying businesses when they are on sale. At each turn,...
- External links 2008-08-16
- American Eagle: Down, or Cheap?
- Joe Ponzio submits: We've been having a little discussion over on this post about the original purchase, current state, and future prospects of American Eagle Outfitters AEO. The stock is down roughly 50% from our original purchase, which begs the true value investing question: Is it down ... or...
- External links 2008-08-23
- Lessons From the Banking Meltdown
- Joe Ponzio submits: So...Merrill MER sells to Bank of America BAC, most likely to avoid bankruptcy, Lehman LEH files for bankruptcy, Bear Stearns BSC sells to JP Morgan JPM, again most likely to avoid bankruptcy. Major financial institutions — once revered as the "crown jewels" of the financial community...
- External links 2008-09-15
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