By

Tim Travis
http://seekingalpha.com/article/461211-pepsi-a-great-business-at-a-fair-price INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Bond insurer MBIA is the subject of this research report.  The premise is that MBIA is likely to win their lawsuit allowing the company to split its public finance and structured finance units.  I think it is highly likely that they will win this lawsuit and that should benefit MBIA’s stock price.  I also believe...
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Once again another fun article written by Geoff Gannon for you to enjoy. http://www.gurufocus.com/news/170053/how-warren-buffett-thinks-about-stocks INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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I’ve said it before and I’ll say it again that I really have a tremendous amount of confidence in Robert Benmosche.  He strikes me as honest, hard working, and he has a strong track record which is what matters.  In this transcript he outlines exactly where the opportunity is for AIG.  He flat out says...
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Every investor should know the process in the rare event that their brokerage goes bust.  For securities firms SIPC insurance provides tremendous stability and eases the mind of many investors.  It would be nice if the CFTC adopted the same form of insurance after the MF Global disgrace. http://news.morningstar.com/articlenet/article.aspx?id=542065 INVESTING IN THE FINANCIAL MARKETS INVOLVES...
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Esteemed Hedge Fund Manager Ray Dalio posted an extremely informative paper on economic cycles.  This is a lot better than most of the materials that I read studying economics in college, and the recent near death experiences in the financial markets experienced over the last couple of years certainly add color to his commentary.  This...
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One of the biggest problems that has hurt the economy and the markets was the precipitous drop in consumer confidence which hit record lows during the “Great Recession.”  While consumer confidence is a lagging indicator I feel that we are still fairly early into the economic recovery, and I believe numbers will improve as jobs...
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This is exactly why we sold whatever Sprint (S) stock that we owned at T&T Capital Management.  Management has been disastrous for years.  They have some of the worst capital allocation that I have ever seen so even though the stock is cheap, unless something drastically changes I wouldn’t invest in them. http://online.wsj.com/article/SB10001424052702303816504577306053212343154.html?mod=business_newsreel INVESTING IN...
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This article outlines the dual benefit that cheap natural gas prices are having on the Steel Industry, particularly the domestic companies such as US Steel (X).  Some of these companies are switching from coal to natural gas to burn their furnaces which is saving a substantial amount of money.  Also demand for steel is increasing...
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Today Lennar reported revenue numbers that were quite strong.  This report seems to be quite different than what KB Homes reported last week, which is exactly what KB’s management discussed last week by saying that most of their problems were internal, or were the result of their mortgage affiliates struggles to get deals done.  Lennar...
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