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Research Report
Read the latest research report from our Chief Investment Officer Tim Travis on Voya Financial, Inc. (VOYA).   Voya is a Forgotten and Dramatically Mispriced Spin-Off
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The panic of 2016 is opening up opportunities that we haven’t seen since 2009.  Like Bruce Berkowitz of Fairholme Funds said in his last letter “My three decades of experience dictates that the seeds of great performance are planted during the toughest of times.  Above-average returns only seem painless in hindsight.  After all, if it...
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Read the latest research report by our Chief Investment Officer Tim Travis on American International Group Inc (AIG) AIG’s Hancock Must Deliver But Value Is Obvious
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Read the latest research report by our Chief Investment Officer Tim Travis on Assured Guaranty Ltd. (AGO) Assured Guaranty – Putting Puerto Rico In Perspective
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Read the latest research report by our Chief Investment Officer Tim Travis on Morgan Stanley (MS). Morgan Stanley – A Superb Wealth Management Franchise Trading at 87% of Tangible Book
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Read the latest research report by our Chief Investment Officer Tim Travis on JPMorgan Chase & Co (JPM) JPMorgan Chase: Take Advantage of Short-Term Ferms
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Read the latest research report by our Chief Investment Officer Tim Travis on Wells Fargo & Co. (WFC) Sell-Off in Wells Fargo Creates Long-Term Buying Opportunity
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Read the latest research report by our Chief Investment Officer Tim Travis on Citigroup (C). Citigroup: Bank on Mr. Market’s Unfounded Paranoia
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Read our latest research report by our Chief Investment Officer Tim Travis on Assured Guaranty Ltd. (AGO)   Puerto Rico Noise Temporarily Obstructing Assured Guaranty’s Value Creation
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This has surely been an interesting year in the equity markets.  The sheer amount of stocks that are down between 40-60% is absolutely incredible.  Part of that is due to the energy sector, which has been a clear disaster outside of the refining companies.  It is also a reflection of the high valuations that exist...
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