Month

November 2012
Nov. 15 (Bloomberg) — T&T Capital President Tim Travis talks about Wal-Mart’s earnings and his investment strategy. He speaks on Bloomberg Television’s “Lunch Money.”   INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is our most recent article on Apple where we discuss how increasing competition will likely lead to margin declines.  Also the size of the company makes it extremely difficult to maintain the growth rate, likely leading to average investment returns. http://seekingalpha.com/article/1002351-apple-the-law-of-large-numbers-and-declining-margins-point-towards-average-stock-returns INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL...
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Below was today’s CNBC interview where T&T Capital Management CEO Tim Travis discussed his view on financial stocks.  He specifically discusses AIG, Citigroup and Bank of America.  Enjoy!  http://video.cnbc.com/gallery/?video=3000128646&play=1 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is our analysis of today’s announcement that Jefferies (JEF) is being bought by Leucadia.  Enjoy! http://seekingalpha.com/article/1001191-jefferies-acquisition-makes-a-ton-of-sense-for-leucadia INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is a research report on one of our favorite stocks, AGO. http://seekingalpha.com/article/996601-assured-guaranty-is-an-undervalued-diamond-in-the-rough INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Here is our most recent research update on Wellpoint (WLP).  There is an exciting opportunity here as the valuation is quite attractive.  I hope that you enjoy! http://seekingalpha.com/article/991381-wellpoint-uncertainty-creates-opportunity-for-attractive-returns INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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One of my favorite fund managers, Steven Romick of FPA wrote a compelling letter about the Federal Reserve, and the risks of current policies.  I agree with everything that he says in terms of Ben Bernanke and the huge risks that he is taking.  The only thing that I don’t believe Romick adequately covered was...
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Here is our most recent research report on AIG.  I hope that you enjoy! http://seekingalpha.com/article/978591-aig-s-price-decline-offers-excellent-entry-point INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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