Month

December 2014
Read our latest research report from Chief Investment Officer Tim Travis on Discovery Communications, Inc. (DISCA)   Discovery Communications, Inc. – Content Will Once Again Prove To Be King
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Read our latest research report from Chief Investment Officer Tim Travis on Ally Financial, Inc. (ALLY) Ally Financial – Buy Before ROE Expansion
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What if I told you that with the S&P 500 at an all-time high, you could buy one of the 5 most important companies in the world for 2 times earnings?  The same company has very low leverage and a dividend yield well in excess of 7%.  These are real opportunities that we are finding...
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The recent crash in the energy markets reminded me of an article we wrote in 2012, which outlined famous value investor Prem Watsa’s investment in International Coal.  This article is highly relevant to what is going now and how money can be made over the long-term, through investing in cyclical industries during downturns.  Value investing...
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While most people were recovering from a gluttonous Thanksgiving, the energy markets were extremely active last Friday.  The price of U.S. crude oil fell 10.2% in the day, while energy stocks were massacred.  The primary reason for the decline was OPEC’s decision to keep production steady, despite calls from many of its constituents to cut...
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Read our latest research report from Chief Investment Officer Tim Travis on AGCO Corporation (AGCO).   AGCO Corp.: Cyclical Downturn in Farm Incomes Creates a Buying Opportunity
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