Day

April 3, 2012
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.
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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...
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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...
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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.
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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...
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Here is the most recent research report written by Tim Travis of TTCM:  http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough?source=email_rt_article&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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I’ve been and will continue to be a huge fan of Bruce Berkowitz.  I find his investment style to be most similar to that employed at T&T Capital Management.  Berkowitz pores over financial statements to assess intrinsic value and he isn’t afraid to stick to his guns through adverse market conditions, as seen by the...
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It looks like things are beginning to heat up for Avon Products (AVP) after the bit yesterday.  I’d have a lot more confidence of something getting done if they would have replace the CEO Andrea Jung already.  It really doesn’t make sense to keep her on while this prolonged search is still going on.  I...
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The automotive industry is really performing well in the United States as pent up demand is meeting new more fuel efficient car models.  The average age of cars in use is in excess of 10 years so it makes a lot of sense to see sales increase, and I think that this is the beginning...
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