Read Part II – A Review of 2014 and 2015 Preview from Chief Investment Officer Tim Travis.   Part II – A Review of 2014 and 2015 PreviewRead More

Read Part I – A Review of 2014 and 2015 Preview from Chief Investment Officer Tim Travis.   Part I – A Review of 2014 and 2015 PreviewRead More

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 KingRead More

Read our latest research report from Chief Investment Officer Tim Travis on Ally Financial, Inc. (ALLY) Ally Financial – Buy Before ROE ExpansionRead More

The recent crash in the energy markets reminded me of an article we wrote in 2012, which outlined famous value investor Prem Watsa’s investment in International Coal.  This article is highly relevant to what is going now and how money can be made over the long-term, through investing in cyclical industries during downturns.  Value investing...Read More

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 OpportunityRead More

At T&T Capital Management (TTCM) our most important options strategy that we employ is the selling of cash-secured put options. Cash-secured means that we generally don’t employ using leverage in relation to options trading as it can cause problems, like any leveraged strategy can.  Selling cash-secured puts allows the investor the opportunity to create a...Read More

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 DeliverRead More

In the last several weeks we have seen extreme volatility in global markets.  Most notable is the decline in crude oil prices, which have come down in excess of 23% from their highs.  There are a variety of excuses for the selloff such as weak economic growth, EBOLA and ISIL.  The reality however, is that...Read More

At T&T Capital Management (TTCM), we put a tremendous amount of emphasis on research and analysis.  Our goal is to find securities that trade at deep discounts to intrinsic value, thereby offering us the opportunity to make the greatest amount of money on the least amount of risk.  Often this means buying stocks that are...Read More