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Research Report
While banks have been our worst performers year-to-date, it is not because they aren’t performing well from a fundamental basis or improving their financial strength materially. In a stock market that is very expensive and where market participants are taking incredible risks through paying 35-40% higher than historical averages for certain sectors and companies, financials...
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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...
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As earnings season continues to develop, we have seen a bit of divergence in favor of value stocks. Companies that have been out of favor, due to difficult short-term business conditions, and that have incredibly low valuations have outperformed glamor stocks that trade at high multiples, based on the perception of safety. It is essential...
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Please enjoy TTCM’s latest research report on Bank of America: Valuation And Earnings Growth Potential Make BofA A Buy
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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  
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Today, Assured Guaranty announced its acquisition of fellow bond insurer CIFG.  This is now the 3rd acquisition AGO has made of another bond insurance company.  The others, which were FSA and Radian Asset, have been very successful thus far.  While this acquisition is a bit smaller, it looks very safe and should add a nice...
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I spent my weekend catching up on some of the recently released annual reports of the big banks. The more I read, the less I could explain current share prices, which are down quite a bit on the year. Despite these companies growing in intrinsic value each year over the last 5 years, some of...
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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...
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Warren Buffett was interviewed today on CNBC and as always, he provided a great deal of insight into investing.  What is so great about Buffett and value investing in general is the consistency of the method used to make money investing.  It is about buying fractional shares of a business at material discounts to the...
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Read the latest research report from our Chief Investment Officer Tim Travis on Fiesta Restaurant Group, Inc. (FRGI)   Fiesta’s Spinoff Strategy Will Lead to Accelerated Growth
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