Below is a link to my most recent research report on Citigroup.  This stock is deeply undervalued and offers and extremely compelling opportunity for long-term investors.  I hope that you enjoy!   http://seekingalpha.com/article/2142653-citigroup-this-is-a-no-brainer-homerun-investment-for-the-long-term-investor  Read More

Below is a link to TTCM’s most recent research report on Assured Guaranty (AGO).  The company trades at a considerable discount to operating shareholders’ equity and the recent increase in interest rates and ratings upgrade should propel earnings higher over the next few years.  I hope that you enjoy!     http://seekingalpha.com/article/2102023-ratings-improvement-and-higher-interest-rates-should-propel-assured-guaranty-higher  Read More

“Diversification is protection against ignorance, but if you don’t feel ignorant, the need for it goes down drastically.” – Warren Buffett   Probably the biggest misconception of the financial services industry is the idea that there is a direct correlation between diversification and safety.  This might apply to an advisor that doesn’t perform extensive research...Read More

Bank of America has been a hugely successful investment thus far for T&T Capital Management (TTCM) and we are optimistic that it can still do well into the future.  The company is improving its performance each quarter by reducing costs and reducing exposure to legacy problems.  CEO Brian Moynihan has done a stellar job in...Read More

Here is a link to our most recent research report on Wells Fargo.  This is the best run big bank and still offers a reasonable relative value.   http://seekingalpha.com/article/1947971-Wells-Fargos-Valuation-And-Earnings-Can-Still-Climb-HigherRead More

Below is a link to our most recent research report on J.P. Morgan.  We feel that the stock is still reasonably attractive and that market participants are far too critical on the bank and Jamie Dimon.  I hope that you enjoy!   http://seekingalpha.com/article/1945941-perception-is-not-reality-for-jamie-dimon-and-jpmorgan  Read More

It has been a great couple of years for T&T Capital Management (TTCM) and I believe that we are well positioned for the future.  Please click the link below to see our performance report and portfolio manager commentary.   Performance Report and Portfolio Manager Commentary    Read More

Barrick Gold (ABX) has been chronically mismanaged and has suffered through dismal capital allocation.  This has pressured the balance sheet and subjected the company to significant risks as the price of gold has declined from its record highs.  New management has taken over and has begun making some painful but necessary decisions, which should help...Read More

Below is my most recent research report on SandRidge Energy (SD).  This is a company that has been cutting costs and improving its capital allocation, which were both serious problem areas under the leadership of former CEO Tom Ward.  Moving forward and assuming that oil and natural gas prices stay high, I believe the stock...Read More

Below is our most recent research report on 3D Systems Corporation (DDD).  This seems to be an obviously overvalued company that will likely be extremely disappointing for market participants speculating on it.  I hope that you enjoy!     http://seekingalpha.com/article/1879061-3d-vision-is-not-necessary-to-see-3d-systems-is-overvalued?v=1386232017&source=tracking_notifyRead More