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Research Reports
Read our latest research report from Chief Investment Officer Tim Travis on Apache Corporation (APA)   Apache – Accumulate Energy While There is Blood in the Streets
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Read our latest research report from Chief Investment Officer Tim Travis on Assured Guaranty (AGO).   Assured Guaranty – Significant Intrinsic Value Per Share Growth Continues
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Read our latest research report from Chief Investment Officer Tim Travis on American International Group Inc. (AIG)   American International Group Inc. – Extraordinary Value in a Subpar Investment Environment  
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Hello Everybody, 2015 has started with tremendous volatility.  The major issues are the continued rise in the U.S. dollar, declining commodity prices and turmoil in Greece.  We are now in year 6 of a bull market so it is to be expected that it would get more difficult to make money and volatility is to...
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Read our latest research report from Chief Investment Officer Tim Travis on Discovery Communications, Inc. (DISCA)   Discovery Communications, Inc. – Content Will Once Again Prove To Be King
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Read our latest research report from Chief Investment Officer Tim Travis on Ally Financial, Inc. (ALLY) Ally Financial – Buy Before ROE Expansion
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Read our latest research report from Chief Investment Officer Tim Travis on AGCO Corporation (AGCO).   AGCO Corp.: Cyclical Downturn in Farm Incomes Creates a Buying Opportunity
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Read our latest research report from Chief Investment Officer Tim Travis on American International Group (AIG).   AIG – Large Discount to Intrinsic Value, P&C Business Needs to Deliver
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Assured Guaranty (AGO) has been a pillar investment for first myself in 2009 and T&T Capital Management since its founding in late 2011.  For an example of our investment thesis please review this article I wrote in 2011: http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough. Due to record low interest rates, municipal bond insurance market demand has declined, which has reduced...
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Bank of America: Potential Rewards Far Outweigh the Risks. Bank of America’s (BAC) current and recent earnings have been plagued by an albatross of litigation, which has the company trading at a reasonable price to earnings multiple based on 2014 earnings, but the long-term earnings power and intrinsic value of the company is over 50% higher than the...
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