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Stock Options
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...
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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_notify
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Below is the most recent research report on Hewlett-Packard (HPQ). I hope that you enjoy! http://seekingalpha.com/article/1867211-hewlett-packard-no-longer-distressed-investing-upside-remains?source=email_rt_article_readmore&app=1  
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  At T&T Capital Management, we have long-believed that GM has offered significant value since emerging from bankruptcy.  The bankruptcy process cleansed the company of some of the excessive liabilities and costs, while new management has improved the efficiency of the company.  In addition, pent-up demand from the Great Recession has caused car sales volumes...
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When I review different investors portfolios, I’m quite often surprised at the exposure to bond mutual funds.  This has a lot to do with the cookie-cutter asset allocation philosophy that is pervasive throughout the financial advisor community, where recent historical returns are used as a proxy in building a portfolio allocation.  Of course the last...
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Last week’s semi-encouraging jobs report has once again brought about calls for the Federal Reserve to begin the tapering process.  I find myself to be rather agnostic and wouldn’t make an investment decision based on this type of short-term issue, but the key is understanding that interest rates are likely to stay very low due...
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Below is our most recent research report on AIG.  The stock sold off a little bit after earnings results but is still highly attractive in our estimation.     http://seekingalpha.com/article/1829992-ignore-wall-street-analysts-aig-is-still-a-compelling-value
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With the stock market ascending to record heights and bonds having very little upside given the low interest rate environment, it is very logical to argue for increasing the percentage of cash in your portfolio.  While money market interest rates aren’t even close to 1%, inflation is fairly low at the time, and the optionality...
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Unfortunately, the financial advisory industry is plagued with cookie-cutter formulas like the so called 4% rule, which is based off of statistical samples of historical returns to help create a withdrawal plan for retirees.  The problem with these types of generic solutions is that the historical returns may or may not be relevant whatsoever towards...
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The current investment climate does bring back some memories of the late 1990’s for a small group of glamour stocks.  Market participants seem willing to pay 100-250 times earnings for companies that are barely profitable and that lack substantive assets, which often can be a good indicator towards future earnings.  Tesla is probably my favorite...
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