Tag

Finance
These last few weeks have been marred by extremely significant volatility as we prepare for the Brexit vote on June 23rd. While most of the impact of any Brexit wouldn’t likely be felt for several years at the minimum, the uncertainty that more countries would leave the Eurozone could mean more volatility for the market...
Read More
Investing is when one buys an asset with the expectation of a profit over time, based on fundamental analysis that provides a strong rationale for this expectation. It is also known that publicly traded securities, by definition, fluctuate and can change prices violently based on short-term emotions of market participants. There is a reason why...
Read More
  Since the extremely weak May jobs report, interest rates have plummeted across the globe. There are now over $10 trillion in bonds that are trading at negative interest rates. This is unprecedented as the buyers of these bonds are guaranteeing themselves losses if they hold until maturity. This has pushed asset prices up as...
Read More
It has been an interesting few weeks. While Federal Reserve officials have been hyping up the possibility of raising interest rates in June or July, Friday’s incredibly poor jobs report seems likely to delay any hike until September at the earliest. For many short-term oriented traders, bank stocks have become a trading tool to speculate...
Read More
The basic tenets to value investing and margin of safety are the following: Every stock is a fractional share of an actual business. Every business or stock has an “intrinsic value.” The “intrinsic value” of a business generally changes at a much slower rate than the price of a publicly traded stock can change. Over...
Read More
If one studies the history of financial markets, a consistent theme emerges. Short-term fads tend to dictate short-term performance, but long-term performance is determined by value and fundamentals. There are periods where prices flat out do not make sense, either for the market as a whole or for individual stocks and sectors. The current investment...
Read More
Yesterday, Assured Guaranty reported very strong 1st quarter earnings and once again saw an increase in both operating and adjusted book value. Over the last year, the company has grown both metrics by roughly 15%, despite adding material reserves for its Puerto Rico exposures and paying a respectable 2% dividend. The stock still trades at...
Read More
In perusing the WSJ today, an article caught my eye. The venerable Charles Schwab has become the latest company to discontinue offering load mutual funds, where investors pay what generally is a high commission in addition to regular fund fees, as a result of the new Department of Labor law requiring brokers to act as...
Read More
Follow the link below to read TTCM’s latest research report on JPMorgan: Maybe The Sky Isn’t Falling For The Big Banks. Please enjoy reading! JPMorgan: Maybe The Sky Isn’t Falling For The Big Banks  
Read More
Below is TTCM’s most recent research report on Assured Guaranty. We believe that Puerto Rico fears are greatly exaggerated for AGO. Follow the link to read more.  I hope you enjoy! http://seekingalpha.com/article/3964126-puerto-rico-fears-greatly-exaggerated-ago   Investing in AGO? You’ll want to read these exclusive PRO articles: Assured Guaranty – 50% Of Growing Adjusted Book Value by Tim...
Read More
1 3 4 5 6

Recent Comments

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784