Here is Tim Travis’ research report on Assured Guaranty (AGO) on May 13th 2013.   http://seekingalpha.com/article/1428611-assured-guaranty-aggressive-stock-buyback-at-discount-to-net-asset-value-will-be-hugeRead More

Here is Tim Travis’ research report on Apache Corporation (APA) on May 10th 2013.   http://seekingalpha.com/article/1423121-apaches-stock-has-strong-upside-potential-and-management-is-finally-respondingRead More

This was an interesting little interview with Jeff Matthews and Robert Miles discussing Buffett’s changing investment strategy, which has evolved to Berkshire Hathaway’s (BRK.A) increasing size.  For an investment to make an impact for such a large company it has to be of significant size, so for outside passive minority stock investments, Buffett really needs...Read More

Below is a very interesting article on Managed Futures.  This is an asset class that I couldn’t think more negatively of due to the egregious fees and immense conflicts of interests that exist within it.  Unscrupulous salesmen that feel that it is their right to make a profit off of other people’s money, instead of...Read More

One of the best value investors that I follow is Donald Yacktman.  I appreciate the way that he looks at risk-adjusted returns and takes a truly long-term perspective with only about 7% turnover, which is exceptionally low for a mutual fund.  Right now he is finding the most value in large consumer staples companies such...Read More

The article below provides an interesting glimpse, comparing today’s Nasdaq to the bubble of the late 1990’s.  There is no doubt that conditions in the index aren’t anything near as frothy as during that period, particularly for the “old” technology stocks such as Cisco (CSCO), Microsoft (MSFT) and Intel (INTC).  Even newer stocks that are...Read More

Here is Tim Travis’ research report on American International Group (AIG) on May 5th 2013.   http://seekingalpha.com/article/1403001-aig-americas-comeback-story-is-just-getting-startedRead More

Here is Tim Travis’ research report on National Oilwell Varco, Inc. (NOV) on May 4th 2013.   http://seekingalpha.com/article/1402911-national-oilwell-varco-widening-moat-and-fair-price-make-for-a-compelling-long-term-buyRead More

Here is Tim Travis’ research report on Devon Energy Corporation (DVN) on May 3rd 2013.   http://seekingalpha.com/article/1398101-devon-energys-strong-management-and-growth-prospects-make-it-a-strong-buyRead More

Here is Tim Travis’ research report on Microsoft Corporation (MSFT) on Apr 23rd 2013.   http://seekingalpha.com/article/1361651-barbarians-at-the-gate-for-microsoft-but-history-will-not-repeatRead More