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

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

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...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

Assured Guaranty (AGO) has been a wonderful investment for myself and clients of T&T Capital Management.  The municipal bond insurance industry is extremely confusing and it has taken a ton of work to really understand the complexities and nuances of the accounting treatment.  Basically, GAAP accounting is extremely limited and operating metrics tend to provide...Read More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on May 13th 2013.   http://seekingalpha.com/article/1428611-assured-guaranty-aggressive-stock-buyback-at-discount-to-net-asset-value-will-be-hugeRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Feb 8th 2013.   http://seekingalpha.com/article/1169351-assured-guaranty-resolution-of-uncertainties-should-continue-to-improve-stock-priceRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Nov 9th 2012.   http://seekingalpha.com/article/996601-assured-guaranty-is-an-undervalued-diamond-in-the-roughRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Aug 13th 2012.   http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-roughRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on April 3rd 2012. http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-roughRead More