Here is Tim Travis’ research report on Intel Corporation (INTC) on Apr 17th 2013.   http://seekingalpha.com/article/1348281-intel-valued-as-though-new-technologies-will-bust-but-i-disagreeRead More

Here is Tim Travis’ research report on Intel Corporation (INTC) on Mar 28th 2013.   http://seekingalpha.com/article/1307281-a-very-good-business-at-a-below-average-price-makes-intel-a-strong-long-term-buyRead More

Here is Tim Travis’ research report on Intel Corporation (INTC) on Sep 21st 2012.   http://seekingalpha.com/article/880761-intel-an-obvious-opportunity-obscured-by-cloudsRead More

Today there is a very interesting article on http://www.bloomberg.com/news/2012-01-30/longest-s-p-500-valuation-slump-since-nixon-discounting-record-u-s-profit.html showing the immense pessimism priced into US equities, exhibited by the extremely low price/earnings ratios.  Markets go from periods of pessimism to periods of exuberance, but what is striking about the last several years is that at no point has the market rallied to a point...Read More

With 2011 coming to a close I think it is very important to lay out our views going into 2012, and how that will affect our investment strategies.  2011 was a very difficult year that saw some of the most successful investors Warren Buffett, Bill Gross, Bruce Berkowitz, John Paulson, Martin Whitman, among many others...Read More