This was a truly excellent publication put out by the Columbia School of Business students.  Particularly insightful are the interviews with Joel Greenblatt, and the investment team at Loews.  If you take the time to read it you won’t be disappointed. http://www4.gsb.columbia.edu/filemgr?&file_id=7312109 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL...Read More

As if there wasn’t enough evidence of how ridiculous the regulatory environment has gotten, the below WSJ article describes how the Federal Reserve won’t share their formulas for the stress tests.  This process is so complicated and there is so much information that it is virtually impossible for any one formula to be right, but...Read More

http://seekingalpha.com/article/911551-johnson-johnson-s-mishaps-mask-a-great-business-at-a-reasonable-price INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

While fears of a Chinese slowdown have punished equity prices, it is very difficult for U.S. investors to participate in the Shanghai markets.  Accounting problems have also been a huge issue, particularly for Chinese companies that have listed themselves on U.S. exchanges.  Also due to the controlled nature of Chinese businesses, it is very difficult...Read More

This was an excellent interview with value investor David Winters on WealthTrack.  He discusses Canadian Natural Resources and several other securities that his fund is currently invested in. http://www.gurufocus.com/news/191787/david-winters-on-consuelo-mack-wealthtrack INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

For anybody that doubts how dire our current employment situation is, this article should add some perspective.  When laws are made by people that have no experience hiring, or growing an actual business, one shouldn’t be surprised that bureaucratic and divisive policies fail to stimulate growth.  It doesn’t have to be this way. http://online.wsj.com/article/SB10000872396390443493304578038381598741460.html?mod=WSJ_hps_LEFTTopStories INVESTING IN THE...Read More

As we speculated yesterday, Sprint (S) might certainly jump into the game for MetroPCS (PCS).  Consolidation is a priority in this industry and Spring and T-Mobile are vying for the number 3 spot, with Sprint having a considerable lead.  If Sprint can use its stock as currency for this deal so that it isn’t taking...Read More

While 2012 has been quite a good year for investors long the market, it has really been the market climbing a “wall or worry,” as opposed to real enthusiasm of the economy or the business environment.  The worst thing one can do is now pile in because they feel they need to catch up, having...Read More

One of my very favorite investors Wilbur Ross was on Fox Business News discussing housing, politics, and business.  I think he is right on just about everything, and his comments about the high likelihood of a recession if we endure the fiscal cliff are right on.  Ross is a perfect example of a patient and...Read More

Here is the video of Tim Travis discussing Apple and the best way to approach the stock.  I hope that you enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More