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Bank of America
The new era of banking that started after the Financial Crisis, consists of much higher regulatory and capital requirements.  This has reduced returns in the industry but arguably has made the banking system more financially sound.  It should come as no surprise that smaller banks have been more negatively impacted and are losing market share,...
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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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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-values
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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-robins
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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-execution
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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...
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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.
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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.
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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...
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