Here is Tim Travis’ research report on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS)  on June 6th 2012.   http://seekingalpha.com/article/639981-3-u-s-banks-with-divergence-of-business-and-stock-valuesRead More

Here is Tim Travis’ research report on Bank of America (BAC) on April 20th 2012. http://seekingalpha.com/article/514921-bank-of-america-dont-wait-for-the-robinsRead More

Here is the most recent update to our Bank of America (BAC) investment thesis.  This was posted originally on Seeking Alpha on October 16th.   http://seekingalpha.com/article/1748862-bank-of-america-validating-buffetts-original-investment-thesis-with-executionRead More

For those who have followed us for some time, you know that we are big fans of Bruce Berkowitz and his investment style.  He is probably the guy we have the most in common with in terms of our stock selection process.  Last year was a tough year for him, but while investors in his...Read More

Below was today’s CNBC interview where T&T Capital Management CEO Tim Travis discussed his view on financial stocks.  He specifically discusses AIG, Citigroup and Bank of America.  Enjoy!  http://video.cnbc.com/gallery/?video=3000128646&play=1 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

http://seekingalpha.com/article/930991-bank-of-america-it-s-not-spring-but-i-hear-the-robins INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

JP Morgan CEO Jamie Dimon showed some serious confidence in his own company by buying 500,000 shares last week for $34.22 each.  That is a real conviction purchase that shows that Dimon is confident his company can survive the “Whale Problem” and the European crisis.  JP Morgan has some of the best earnings power of...Read More

Here is our most recent article on BAC updated after today’s earnings results.  I hope that you enjoy! http://seekingalpha.com/article/730851-bank-of-america-don-t-wait-for-the-robins-update INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Corporations are issuing debt aggressively taking advantage of these record low interest rates.  JP Morgan (JPM) is taking advantage of their tremendous financial strength and is gaining market share as the number one underwriter.  Because JP Morgan has been able to stay in tact after the “Great Recession” they have benefited greatly as their competitors...Read More

Brian Moynihan echoes our belief that in the U.S. credit trends are far better than in Europe.  The primary risks in the U.S. are that policymakers abroad and in the U.S. will not adequately promote growth policies.  We’ve seen this before such as wrangling about the debt ceiling, and in Europe the response to the...Read More