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Research Reports
Read our latest research report by our Chief Investment Officer Tim Travis on American International Group, Inc. (AIG). AIG – Recent Selloff is Great  
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Below you’ll find a link to my most recent and comprehensive research report on Assured Guaranty (AGO).  As most of you are aware, we’ve taken advantage of the recent dip to substantially increase our position size for those that have free cash.  In addition, we also have sold puts throughout the year and the last...
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Hello Everybody, Earnings season has started off very strongly for the big U.S. banks, which we’ve owned for over 5 years now.  Credit conditions started improving about 3 or 4 years ago and is now absolutely pristine.  Unfortunately, litigations and most importantly penalties imposed by government agencies have cost these companies and shareholders tens of...
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Read our latest research report from Chief Investment Officer Tim Travis on JP Morgan Chase & Co. (JPM) JPMorgan Chase – Premier Competitive Position But Just Adequate Value
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Read our latest research report from Chief Investment Officer Tim Travis on Deutsche Bank AG (DB) Deutsche Bank – The Best Value in Banking?
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Read our latest research report from Chief Investment Officer Tim Travis on Citigroup Inc. (C) Citigroup – As The Fog Lifts, The Stock Will Go Higher
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Read our latest research report from Chief Investment Officer Tim Travis on Bank of America Corporation (BAC) Bank of America – High Margin of Safety, High Return Potential
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Read our latest research report from Chief Investment Officer Tim Travis on Wells Fargo & Co (WFC) Wells Fargo – Consistently Exceptional 
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Read our latest research report from Chief Investment Officer Tim Travis on JPMorgan Chase (JPM)   JPMorgan: Increasing Profits and Clarity Will Lead to Increased Valuation  
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Read our latest research report from Chief Investment Officer Tim Travis on Chesapeake Energy Corporation (CHK)   Chesapeake Energy – 50-100% Upside When The Turnaround Comes
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