There was a really great interview between TD Ameritrade and Rob Arnott, who is one of the most respected stock strategists in the field.  Keep in mind that the spread between growth and value has literally never been greater. While it is easy to look at the recent past and extrapolate that into the future,...Read More

While this optimism ultimately may prove to be valid if interest rates stay this low for many years to come and if earnings continue to grow, there is also a very real chance that many market participants will get badly burned. Most of this year's stock returns for the overall market are coming from Amazon,...Read More

In what is quite a bit of good news for Apple shareholders’, Tim Cook has finally loosened the purse strings over the last couple of weeks and has increased the buyback pace materially.  Apple (AAPL) holds far too much cash on its balance sheet, which is earning a paltry interest rate.  If Cook believes in...Read More

The article below provides an interesting glimpse, comparing today’s Nasdaq to the bubble of the late 1990’s.  There is no doubt that conditions in the index aren’t anything near as frothy as during that period, particularly for the “old” technology stocks such as Cisco (CSCO), Microsoft (MSFT) and Intel (INTC).  Even newer stocks that are...Read More

Below is our most recent article on Apple where we discuss how increasing competition will likely lead to margin declines.  Also the size of the company makes it extremely difficult to maintain the growth rate, likely leading to average investment returns. http://seekingalpha.com/article/1002351-apple-the-law-of-large-numbers-and-declining-margins-point-towards-average-stock-returns INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL...Read More

Below is the interview with TTCM CEO on Bloomberg discussing Apple and Amazon.  Enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Here is the video of Tim Travis discussing Apple and the best way to approach the stock.  I hope that you enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Apple (AAPL) reported disappointing earnings yesterday primarily due to lower iPhone sales than what were expected.  This really wasn’t that much of a surprise as many iPhone lovers are waiting for the next model.  iPad sales numbers were extremely encouraging and it is amazing to see a company become so overwhelmingly dominant, on so many...Read More

I found this excellent article on valuing Facebook (FB).  The author Henry Blodget makes a lot of good points at why Apple (AAPL) and Google (GOOG) offer much more attractive opportunities due to their cheaper valuations, and explosive growth prospects.  Enjoy the article: http://www.businessinsider.com/what-is-facebook-worth-2012-5 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE...Read More

Yesterday Microsoft (MSFT) unveiled its own table to compete with the IPad.  This marks a huge change in strategy as Microsoft will be increasing the size of its bets on making hardware, which is a much lower margin business than their core software business.  I think technology has changed in a way where software companies...Read More