We’ve been documenting the drastic decline in natural gas prices which is having really large consequences in changing the infrastructure of North America’s energy sector.  High oil prices both provide the impetus for more natural gas development to take advantage of the cheaper relative pricing, in addition to keeping natural gas prices low as drillers...Read More

Coca-Cola (KO) came out with really impressive earnings today as higher prices and volume resulted in strong growth.  Coca-Cola’s leadership has been exceptional in a very difficult economic environment and their beverages business has really been eating Pepsi’s lunch.  No company matches Coca-Cola when it comes to an international presence and their are still attractive...Read More

It’s amazing to see the overreaction to daily swings in Apple’s (AAPL) stock price.  After the huge gains that the stock has seen, a 10% pullback is not anything to be too worried about.  I’m on record of not being overly bullish on AAPL moving forward as I worry about their gross margins, and I...Read More

Doug Kass seems to be on the same page as us at T&T Capital Management with his thesis that investors want to be exposed to the banks that have exposure to real estate to play the rebound in prices and demand.  He also sees the tremendous value that Berkshire Hathaway (BRK/B) offers at current prices....Read More

http://seekingalpha.com/article/501541-citigroup-s-undervaluation-is-obvious-and-it-s-time-to-act INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

The Federal Reserve continues to unwind the various Maiden Lane portfolios at a really nice profit for taxpayers.  Once the Federal Reserve sells the remaining portion of Maiden Lane III AIG should be pretty much done owing any more money.  According to Bloomberg the central bank is owed almost $9 billion on its loan to...Read More

Research in Motion (RIMM) is in talks to hire a financial advisor to evaluate the best way to monetize their assets.  I think that this is a very positive development and that the company should be very proactive in reevaluating their options.  Patent sales and operating system licensing seem to be quite attractive options, and...Read More

It doesn’t get much better than Lecuadia (LUK) when it comes to value investing.  These low profile investors have bought and sold a variety of different businesses in different industries and during the process have accumulated one of the best track records in the business.  Between 1979-2011 they have compounded book value by 19.1%.  This...Read More

JP Morgan produced extremely strong earnings numbers today.  Net income was $5.38 billion and the earnings were balanced through the retail banks and the investment bank.  JP Morgan is really a behemoth with simply amazing earnings power and Jamie Dimon has done a great job navigating the rough financial waters over the last several years....Read More

Ron Peltier is leading Berkshire Hathaway Inc. (BRK/A)’s real-estate brokerage believes that the recent $25 billion settlement between the big banks and state and federal authorities is likely to lead to a large increase in home sales.  Inventory is down and part of the reason why is that the turmoil over servicing has forced the...Read More