Research Report Archives | Page 3 of 77

Feb

Voya is a Forgotten And Dramatically Mispriced Spin-Off

February 11, 2016Tim TravisPerspectives, Research Reports, Strategies, Tim Travis' Commentary

Read the latest research report from our Chief Investment Officer Tim Travis on Voya Financial, Inc. (VOYA). Voya is a Forgotten and Dramatically Mispriced Spin-Off

Feb

Tim Travis Research Reports on ALLY, GM, and CIT Group

February 5, 2016Tim TravisPerspectives, Research Reports, Tim Travis' Commentary

The panic of 2016 is opening up opportunities that we haven’t seen since 2009. Like Bruce Berkowitz of Fairholme Funds said in his last letter “My three decades of experience dictates that the seeds of great performance are planted during the toughest of times. Above-average returns only seem painless in hindsight. After all, if it...

Jan

AIG's Hancock Must Deliver But Value Is Obvious

January 29, 2016Tim TravisPerspectives, Research Reports, Strategies, Tim Travis' Commentary

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

Jan

Assured Guaranty – Putting Puerto Rico In Perspective

January 26, 2016Tim TravisPerspectives, Research Reports, Strategies, Tim Travis' Commentary

Read the latest research report by our Chief Investment Officer Tim Travis on Assured Guaranty Ltd. (AGO) Assured Guaranty – Putting Puerto Rico In Perspective

Jan

Morgan Stanley – A Superb Wealth Management Franchise Trading at 87% of Tangible Book

January 22, 2016Tim TravisPerspectives, Research Reports, Strategies, Tim Travis' Commentary

Read the latest research report by our Chief Investment Officer Tim Travis on Morgan Stanley (MS). Morgan Stanley – A Superb Wealth Management Franchise Trading at 87% of Tangible Book

Jan

JPMorgan Chase: Take Advantage of Short-Term Fears

January 20, 2016Tim TravisPerspectives, Research Reports, Stock Options, Strategies, Tim Travis' Commentary

Read the latest research report by our Chief Investment Officer Tim Travis on JPMorgan Chase & Co (JPM) JPMorgan Chase: Take Advantage of Short-Term Ferms

Jan

Sell-Off in Wells Fargo Creates Long-Term Buying Opportunity

January 19, 2016Tim TravisPerspectives, Research Reports, Stock Options, Strategies, Tim Travis' Commentary

Read the latest research report by our Chief Investment Officer Tim Travis on Wells Fargo & Co. (WFC) Sell-Off in Wells Fargo Creates Long-Term Buying Opportunity

Jan

Citigroup: Bank on Mr. Market's Unfounded Paranoia

January 19, 2016Tim TravisPerspectives, Research Reports, Stock Options, Strategies, Tim Travis' Commentary

Read the latest research report by our Chief Investment Officer Tim Travis on Citigroup (C). Citigroup: Bank on Mr. Market’s Unfounded Paranoia

Dec

Puerto Rico Noise Temporarily Obstructing Assured Guaranty's Value Creation

December 14, 2015Tim TravisPerspectives, Research Reports, Strategies, Tim Travis' Commentary

Read our latest research report by our Chief Investment Officer Tim Travis on Assured Guaranty Ltd. (AGO) Puerto Rico Noise Temporarily Obstructing Assured Guaranty’s Value Creation

Nov

Assured Guaranty and a Look at Markets

November 19, 2015Tim TravisPerspectives, Strategies, Tim Travis' Commentary

This has surely been an interesting year in the equity markets. The sheer amount of stocks that are down between 40-60% is absolutely incredible. Part of that is due to the energy sector, which has been a clear disaster outside of the refining companies. It is also a reflection of the high valuations that exist...

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