Read our latest research report from Chief Investment Officer Tim Travis on Citigroup Inc. (C) Citigroup – As The Fog Lifts, The Stock Will Go HigherRead More

Read our latest research report from Chief Investment Officer Tim Travis on Bank of America Corporation (BAC) Bank of America – High Margin of Safety, High Return PotentialRead More

Read our latest research report from Chief Investment Officer Tim Travis on Wells Fargo & Co (WFC) Wells Fargo – Consistently Exceptional Read More

Read our latest research report from Chief Investment Officer Tim Travis on JPMorgan Chase (JPM)   JPMorgan: Increasing Profits and Clarity Will Lead to Increased Valuation  Read More

Read our latest research report from Chief Investment Officer Tim Travis on Chesapeake Energy Corporation (CHK)   Chesapeake Energy – 50-100% Upside When The Turnaround ComesRead More

Hello Everybody, I hope that you all had a nice weekend.  I just wanted to let you know that as our firm grows in size, we continue to leverage that with TD Ameritrade to get your costs lower.  Options are only $1.25 per contract now, which is about a 17% discount from the $1.50 we...Read More

Hello Everybody, In year 6 of a bull market, it has become clear that performance chasing is very much in vogue.  We’ve taken a number of calls from individuals who’ve been thrilled at their ability to profit in positions by holding them for a few days or weeks.  In addition, performance tracking on a monthly...Read More

Read our latest research report from Chief Investment Officer Tim Travis on Assured Guaranty (AGO).   Assured Guaranty – Significant Intrinsic Value Per Share Growth ContinuesRead More

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  Read More

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