Hello Everybody, Value investing is all about understanding the fundamentals of individual businesses and buying them at large discounts to intrinsic value.  Short-term swings are completely irrelevant to this type of investment strategy.  In a market where almost everything is expensive and unattractive, this is one of the most obvious irrationalities I’ve ever seen and...Read More

Read Part II – A Review of 2014 and 2015 Preview from Chief Investment Officer Tim Travis.   Part II – A Review of 2014 and 2015 PreviewRead More

Read Part I – A Review of 2014 and 2015 Preview from Chief Investment Officer Tim Travis.   Part I – A Review of 2014 and 2015 PreviewRead More

Read our latest research report from Chief Investment Officer Tim Travis on Ally Financial, Inc. (ALLY) Ally Financial – Buy Before ROE ExpansionRead More

At T&T Capital Management (TTCM) our most important options strategy that we employ is the selling of cash-secured put options. Cash-secured means that we generally don’t employ using leverage in relation to options trading as it can cause problems, like any leveraged strategy can.  Selling cash-secured puts allows the investor the opportunity to create a...Read More

It has certainly been a wild couple of weeks in the markets.  We saw extreme pessimism emerge in an instant, driving down equity markets around the world in dramatic fashion.  Just as quickly, markets have recovered many of the gains that were lost.  Oil and energy stocks are the primary exception as excess supply and...Read More

Today, the Wall Street Journal had an interesting article on the weak performance of “blue chip” stocks such as Coca Cola, IBM, AT&T and Wal-Mart this year.  “Blue chips” is a term that has no relevance to me but has been and still is a popular term for much of the investment community.  A “blue chip”...Read More

Below are two interesting articles from today’s WSJ.  One discusses the fact that because stock prices in general are relatively expensive, but with bond yielding being so low, it is very possible that this type of range-bound market that we have seen this year could continue.  The second article discuss bond yields, which have just...Read More

  In the aftermath of the Great Recession, the biggest asset that is owned free and clear is often a 401K or IRA.  Unfortunately for investors, most of these 401Ks and IRAs are invested in cookie cutter mutual funds or ETFs, which stack the odds of even keeping up with the market against them.  Did...Read More

While history might not repeat itself, it does tend to rhyme.  Nowhere is this more evident than in the psychological behavior of market participants.  Between 1995-2000, tech stocks and day trading were the rage regardless of valuations.  Ultimately the Nasdaq crashed 75% from the high to the low, wiping our many retirees savings along with...Read More