Here is Tim Travis’ research report on Citigroup (C) on April 16th 2012. http://seekingalpha.com/article/501541-citigroups-undervaluation-is-obvious-and-its-time-to-actRead More

Here is Tim Travis’ research report on Citigroup (C) on October 16th.       http://seekingalpha.com/article/1747352-citigroup-should-not-be-trading-at-a-discount-to-tangible-bookRead 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

It seems like Meredith Whitney might be trying to relive her glory days of predicting a dividend cut by Citigroup, as now she is saying that no CEO can fix Citigroup. I honestly have no clue what she is talking about.  Citicorp is posting 15% returns on tangible equity and Citi Holdings is only 9%...Read More

http://seekingalpha.com/article/845991-citigroup-other-banks-too-cheap-to-ignore INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Further evidence of the strength of Citigroup’s brand on a global scale is exhibited by the company being the first Western bank to issue credit cards in China without co-branding from a local financial institution.  China without a doubt offers the largest opportunity for credit card growth, and Citigroup’s participation in that growth is a...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

http://seekingalpha.com/article/729291-citigroup-s-undervaluation-is-obvious-and-it-s-time-to-act-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