It appears that AIG is moving closer to selling off a part of if not all of its aircraft leasing company ILFC.  This business could be worth anything from $6-10 billion and is not a core asset for the company.  AIG would be wise to take advantage of today’s favorable market environment, to sell the...Read More

This morning was very exciting as one of the truly great value investors Edward Lampert appeared on CNBC to discuss the legacy of one of his mentor’s Richard Rainwater.  While it would have been wonderful to hear Lampert discuss Sears in more detail, the interview was very interesting and enjoyable, as all of the participants...Read More

Yahoo CEO Scott Thompson is making the tough decisions that must be made if efforts to turnaround Yahoo are going to be successful.  Yahoo is a company with excellent assets but no growth in their core businesses of display advertising and search.  I’m anxious to learn more about Thompson’s plan to more effectively grow revenues....Read More

At TTCM we have maintained that their are two ways to resolve the European crisis.  The first way is to abandon the Euro currency and allow struggling countries to depreciate their currencies as has been the model for a millenium, prior to the establishment of the Euro.  The second way is to adopt the same...Read More

Coty should be taken quite seriously from Avon and I think that if they raise the price to the high 20’s it’s possible a deal can get done.  They bring stronger management and an excellent track record in marketing and acquisitions.  I also wouldn’t be surprised to see another company enter the fray as Avon...Read More

Here is TTCM’s most recent research report on Apache (APA). http://seekingalpha.com/article/476861-apache-possible-takeover-opportunity-due-to-very-low-valuation-and-strong-production-growth INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

The fight between Netflix and other strong competitors in the streaming video market continues to intensify with Amazon now able to offer their films through the Sony Playstation. While Netflix did have competitive advantages in the distribution of dvd’s business, they have far less in the streaming video business.  Higher programming costs and increased competition...Read More

This was a rather bizarre video clip where an analyst predicts that RIMM will be out of business and that it will be a two horse race between Apple and Samsung.  It is the type of commentary that is common when a company is deeply out of favor, as it offers absolutely no data to...Read More

This article is excellent as it does answer a lot of the same questions that we get at T&T Capital Management on gold silver. http://www.gurufocus.com/news/170931/century-management-portfolio-manager-answers-the-question-whats-your-gold-worth INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

While Apple’s valuation is far cheaper than what we saw during the tech bubble, this type of constant one-upmanship on who can give the company a higher target price is very similar to that era.  A stock move to a one trillion dollar market cap is not unbelievable from these current lofty levels, but it...Read More