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Joe Ponzio

Joe Ponzio learned investing the hard way. He was burned by an adviser, losing 80% on his investments and even more when the adviser stole money and skipped the country. He went to work for two of Wall Street's largest firms where he learned everything but investing. Self-educated in business and investing, Joe went on to form an independent firm that would provide "rich people" advice to regular people. Today, Joe remains as a board member and consultant to the firm.

Joe's views, deemed "Buffett-esque", aren't popular on Wall Street. Then again, look at where their advice has gotten everyone.

Visit Joe's Blog: F Wall Street

Joe Ponzio's Latest Articles

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American Eagle Outfitters: What Went Wrong?
on Oct 27, 2008 about AEO
Where to Look for Ideas in This Market
on Oct 09, 2008
Consider Bonds As Part of a Diversification Strategy
on Oct 07, 2008 about QQQQ, SPY, DIA
Lessons From the Banking Meltdown
on Sep 15, 2008 about BAC, JPM, BSC
American Eagle: Down, or Cheap?
on Aug 23, 2008 about AEO
Value Investing vs. Value Pretending
on Aug 16, 2008 about BRK.A
Phil Fisher on Profit Margins, Part II
on Aug 01, 2008 about C, QQQQ, DIA
Value Investing vs. Business Investing
on Jul 15, 2008 about QQQQ, SPY, DIA
Predicting the Future of a Troubled Business
on Jul 10, 2008 about QQQQ, SPY, DIA
The Art of Finding Fallen Angel Stocks
on Jul 10, 2008 about GM, DIA, AAPL
Phil Fisher on Profit Margins
on Jul 10, 2008 about QQQQ, GM, DIA
Apple's Leap from Mediocre to Marvelous
on Jun 26, 2008 about GOOG, ADBE, AAPL
What's Happening in Research and Development?
on Jun 24, 2008 about LLY, PFE, GSK
A Look at Fisher's Three-Year Rule
on Jun 06, 2008 about DAI, QQQQ, SPY
My Nutrisystem Bonehead Move
on May 30, 2008 about NTRI
What Will Happen 5 Years from Now?
on May 30, 2008 about QQQQ, SPY, DIA
XBRL: the New SEC Filing Standard
on May 23, 2008 about QQQQ, SPY, DIA
Uncovering Opportunities in All Markets
on May 23, 2008 about GHM, QQQQ, DIA
Why I Bought and Sold Graham Corporation
on May 21, 2008 about GHM
The Art of Selling Your Stocks
on Apr 24, 2008 about QQQQ, SPY, DIA
How Bad Will the Recession Get?
on Mar 26, 2008 about QQQQ, SPY, DIA
How Low Can the U.S. Dollar Go?
on Mar 18, 2008 about QQQQ, SPY, DIA
Save Time with the Edgar Filing Feed
on Mar 13, 2008 about QQQQ, SPY, DIA
Amylin: What I Learned after Seven Months of Heartbreak
on Mar 05, 2008 about AMLN
What is a No-Brainer Investment?
on Mar 05, 2008 about QQQQ, SPY, DIA
Pre-Regulatory Workouts: The High Price of Buying Too Early
on Feb 28, 2008 about QQQQ, SPY, DIA
The EDGAR Database: Watching Warren Buffett
on Feb 25, 2008 about QQQQ, SPY, DIA
The EDGAR Database: A Primer
on Feb 20, 2008 about QQQQ, SPY, DIA
Penn National Gaming: Workout or Worthless?
on Feb 19, 2008 about PENN
What Is The Best Asset Allocation Strategy?
on Feb 11, 2008 about QQQQ, SPY, DIA
Use Price As a Tool, Not a Guide
on Feb 08, 2008 about QQQQ, SPY, DIA
Stocks Stink. Buy Bonds!
on Feb 07, 2008 about QQQQ, SPY, DIA

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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