By

Tim Travis
This article outlines some of the possibilities for Sears.  I don’t disagree with their scenarios but they don’t add much in terms of the value of the various assets.  I think many people are drastically understating the actual value of the real estate and long term leases.  Also if housing does come back and appliance...
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Consistent with the evolution of Sears (SHLD) the company is endeavoring to license three of their key brands to other products and retailers.  Kenmore, Craftsman, and Diehard will be sold at other stores and the brand names can be licensed for other products.  While their exclusivity drove traffic to Sears, the return on invested capital...
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Bill Ngyren is a respected value investor who manages in excess of $10 billion in the Oakmark Fund.  In this interview he discusses the attractiveness of financials and stocks that are buying back stock at discounts to intrinsic value.  Some of the stocks that they own are JPM, COF, WFC, AAPL, KSS, NOC, and DTV....
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Jamie Dimon the CEO of JP Morgan Chase came out with his shareholder letter today.  I always enjoy reading it as Dimon is honest, insightful, and outspoken.  He touches on a variety of subjects but I found most interesting his belief in buying his stock, and his rationale for doing so which I completely agree...
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It appears that AIG is moving closer to selling off a part of if not all of its aircraft leasing company ILFC.  This business could be worth anything from $6-10 billion and is not a core asset for the company.  AIG would be wise to take advantage of today’s favorable market environment, to sell the...
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This morning was very exciting as one of the truly great value investors Edward Lampert appeared on CNBC to discuss the legacy of one of his mentor’s Richard Rainwater.  While it would have been wonderful to hear Lampert discuss Sears in more detail, the interview was very interesting and enjoyable, as all of the participants...
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Yahoo CEO Scott Thompson is making the tough decisions that must be made if efforts to turnaround Yahoo are going to be successful.  Yahoo is a company with excellent assets but no growth in their core businesses of display advertising and search.  I’m anxious to learn more about Thompson’s plan to more effectively grow revenues....
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At TTCM we have maintained that their are two ways to resolve the European crisis.  The first way is to abandon the Euro currency and allow struggling countries to depreciate their currencies as has been the model for a millenium, prior to the establishment of the Euro.  The second way is to adopt the same...
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Coty should be taken quite seriously from Avon and I think that if they raise the price to the high 20’s it’s possible a deal can get done.  They bring stronger management and an excellent track record in marketing and acquisitions.  I also wouldn’t be surprised to see another company enter the fray as Avon...
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Here is TTCM’s most recent research report on Apache (APA). http://seekingalpha.com/article/476861-apache-possible-takeover-opportunity-due-to-very-low-valuation-and-strong-production-growth INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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