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AIG
It has been over 10 months since the S&P 500 has seen a new high and many market pundits are of the belief that the bull market starting in 2009 is now over.  It is my belief that stocks overall are priced within the realm of reason, and are neither extremely expensive or extremely cheap. ...
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Read the latest research report by our Chief Investment Officer Tim Travis on American International Group Inc (AIG) AIG’s Hancock Must Deliver But Value Is Obvious
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This morning provided some interesting news as famous activist investor Carl Icahn has announced that he has taken a large position in AIG.  AIG is and has been one of our largest positions, which we have been very successful in over the last 5 years.  We’ve recently added materially to it in many accounts during...
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We are about midway through earnings season and most of the big banks have now reported.  The delay of an interest rate increase had a role in the recent selloff as did just the general terrible market sentiment due to the severe correction that took place.  What many market participants fail to understand is that...
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Read our latest research report by our Chief Investment Officer Tim Travis on American International Group, Inc. (AIG). AIG – Recent Selloff is Great  
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Hello Everybody, The last few weeks have seen a torrential downpour of bad news.  To briefly recap:  Greece is very likely headed out of the Eurozone, barring a massive last minute effort on both sides to come together to preserve the Union.  The Chinese stock market after being up 135% over the last year, has...
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Hello Everybody, Yesterday I was reading an interesting in interview with Bill Ngyren who is a famous value investor that runs Oakmark.  Ngyren’s funds are also invested in AIG as well as a few other financials similarly to how we’ve been invested for years now.  His rationale is not much different than mine, but I...
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Read our latest research report from Chief Investment Officer Tim Travis on American International Group (AIG). AIG – P&C Underwriting Profit Augurs Well For AIG
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Below you’ll find a link to today’s recorded webinar.  I’d strongly suggest that you take the time to watch it.  It is very important to understand that most of the market is extremely expensive and risky.  This is the case in both equities and fixed income.  Over the short-term, it is impossible to know what...
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Read our latest research report from Chief Investment Officer Tim Travis on American International Group Inc. (AIG)   American International Group Inc. – Extraordinary Value in a Subpar Investment Environment  
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