July 3, 2012
This was an excellent interview with Howard Marks.  I totally agree with him and his assessment of reduced expectations allow for better opportunities despite the obvious headwinds.  There are a lot of great points so I’ll just let you enjoy: INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Blackstone Group LP (BX) and other private equity rivals such as KKR, are intelligently diving into the rental property business.  By buying foreclosed homes and renting them out these companies are able to capture attractive cash flow yields, while benefiting from likely appreciation into the future.  The key to these investments is scale and property...
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One of the more underrated investments during the financial crisis was Sergio Marchionne’s acquisition of Chrysler for his company Fiat.  He bought Chrysler straight out of bankruptcy when many people were thinking that the best step would be liquidation, and he has improved their product line and now the company is experiencing explosive growth.  Fiat...
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Below is TTCM’s most recent article on Devon Energy (DVN).  This is a new position that we’ve only recently began buying for clients that it makes sense for.  I hope that you enjoy and as always if you need anything at all please don’t hesitate to contact us! INVESTING IN THE FINANCIAL MARKETS INVOLVES...
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