By

Tim Travis
It is interesting to see that hardest hit states from housing are leading gains in employment.  It is important to remember why states like California, Florida, Arizona, and Nevada were growing so fast to warrant the increasing home prices in the first place.  They are very desireable places to live, particularly for the baby boomer...
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This article talks about Hedge Fund Investor Daniel Loeb getting more active with Yahoo.  This is a real positive as I have no confidence whatsoever in the Yahoo Board of Directors which have been a disaster ever since they rejected Microsoft’s $31 a share offer. I think that Yahoo should create a tracking stop for...
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Bank of America CEO Brian Moynihan was on Bloomberg this morning talking about the U.S. Consumer and his company. He mentions that Bank of America is past the stage of capital concerns, and now the issue is earnings. There are about $2 Billion of additional mortgage related expenses per quarter that will ease over time,...
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On February 15th, 2012 Mohnish Pabrai of Pabrai Investment Funds spoke at The Ben Graham Centre for Value Investing in Canada.  It is a long video and the formatting is not ideal, but the stories he tells are some of the stories that inspired me to start my own investment advisory firm.  He covers many...
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Bill Ackman appeared on CNBC today where he discussed Borders, Amazon (AMZN), Apple (AAPL), and JC Penney (JCP) among other topics.  Ackman has become one of the most influential investors in the United States through activist investing built on solid value investment principles.  I thought his comments on the housing market were particularly relevant.  It...
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March 7th 2012 CSX:                                      $20.25 Market Cap:                       $21.4 Billion Dividend Yield:                  2.37% P/B:                                       2.5 2011 Net Income:            $1.822 Billion 2011 Free Cash Flow:      $1,396 Billion Company Overview:  CSX is one of the largest North American railroad companies controlling 21,000 miles of track, predominantly on the eastern United States.  CSX hauls...
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Today Treasury announced that they will be selling $6 Billion of AIG stock, and AIG announced that they will be buying up to $3 Billion of it.  This is enormously accretive to AIG shareholders being that if AIG were to pay $29 a share from Treasury, they would be purchasing their own stock at 52%...
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Fortune has a great article on Eddie Lambert, who happens to be the best performing Hedge Fund thus far in 2012 after a rough 2011.  While three months performance doesn’t make him a genius, one bad year doesn’t make him incompetent either. The only way to assess a money manager is through understanding the investment...
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The article below does a good job of pointing out some of the supply/demand problems that Baby Boomers face in meeting their retirement goals.  It isn’t practical to invest in overly diversified mutual funds or ETF’s and expect the returns that most investors need to maintain their same living standards into retirement.  At T&T Capital...
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Over the weekend Third Avenue Funds released their quarterly commentary, which always includes wonderful commentaries from their fund managers let by their Chairman Martin Whitman, whose investment philosophy as articulated by his shareholder letters and books, have become a  key component to our core value investing philosophy at T&T.  Whitman is unique in that he...
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