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BAC
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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On behalf of our Chief Investment Officer Tim Travis… Hello Everybody, For those of you that have followed me for a while, you likely know that there are few money managers that I regard as highly as Bruce Berkowitz of Fairholme Funds.  Similarly to T&T Capital Management, Berkowitz runs a focused portfolio and has no...
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This weekend, the WSJ had an interesting article discussing momentum-based technology stocks.  Many of these securities have come down by 20-75% over the last several months, as the same momentums that had lifted them higher in the absence of profitability, have now turned against them.  For market participants’ that speculated on these securities, betting that...
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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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Fairholme Funds and Bruce Berkowitz had another fabulous year in many of the same positions that we are heavy in at T&T Capital Management (TTCM).  He has large positions in AIG, Bank of America and Sears Holdings to name a few.  I found it very interesting that he mentioned his appraisal of Sears’s NAV to...
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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...
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Here is Tim Travis’ research report on Bank of America Corporation (BAC) on Apr 18th 2013.   http://seekingalpha.com/article/1349971-bank-of-america-youll-pay-up-when-the-consensus-gets-cheery
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Here is Tim Travis’ research report on Bank of America Corporation (BAC) on Jan 21st 2013.   http://seekingalpha.com/article/1122441-bank-of-america-will-likely-double-again-within-3-years
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Here is Tim Travis’ research report on Bank of America (BAC) on Oct 17th 2012.   http://seekingalpha.com/article/930991-bank-of-america-its-not-spring-but-i-hear-the-robins
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Here is Tim Travis’ research report on Bank of America (BAC) on July 18th 2012.   http://seekingalpha.com/article/730851-bank-of-america-dont-wait-for-the-robins-update
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