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S&P
At T&T Capital Management, (TTCM) our core competencies are research and money management. The first step in our investment process is identifying deeply undervalued securities...
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As I write this, the Dow has experienced its longest losing streak since 2011. Nearly 1/4th of the way into 2017, we are finally seeing some real volatility and more attractive investment opportunities are popping up each day.
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Over the last month, we have begun to see financial stocks outperform the overall market.  If one was to ask why, most market participants would say that the perception that interest rate hikes are more likely to be forthcoming in 2016 is driving the stocks.  In a market where short-termism is the status quo, these...
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“Successful Investing takes time, discipline and patience.  No matter how great the talent or effort, some things just take time:  You can’t produce a baby in one month by getting nine women pregnant.”- Warren Buffett The bull market that started in March of 2009 is now on the verge of its 6th and a half year,...
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I’ve been writing extensively about the incredible undervaluation of the big banks relative to intrinsic value. Financials in general are by far and away the cheapest and most attractive area of the stock market.  Remember banks have been around for many centuries, and the reason for that is it’s a pretty good business to be...
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  I’ve written and talked a lot about the overall stock market being slightly overvalued and bonds being in a massive bubble. With that said, many stocks and industries have sold off dramatically over the last year and a half and are in their own bear markets. It is somewhat surprising that the index itself...
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Last Thursday’s Brexit vote led to a historically nightmarish day in the financial markets: Indexes across the globe were down between 3-10%. The British pound dropped from a high of $1.50 to $1.32, before finally recovering to $1.37, down an enormous 9% for the currency. European banks stocks were down between 15 and 20%. S....
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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...
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