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29
Jan

AIG's Hancock Must Deliver But Value Is Obvious

January 29, 2016, , ,
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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29
Jan

A Blast From The Past – Financials, Portfolio Concentration, and Opportunity

January 29, 2016, ,
For many of you that have been with me for 5 years now, even prior to when T&T Capital Management (TTCM) was established, 2016 might feel a little bit like 2011.  In 2011, a global bear market and severe U.S. correction coincided with fears that a collapse of European Sovereign Debt would lead to a...
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27
Jan

MBIA: One of the Most Intriguing Reward-Risk Opportunities in Market

January 27, 2016, , ,
Read the latest research report by our Chief Investment Officer Tim Travis on MBIA Inc. (MBI) MBIA: One of the Most Intriguing Reward-Risk Opportunities In Market
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26
Jan

Assured Guaranty – Putting Puerto Rico In Perspective

January 26, 2016, , ,
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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25
Jan

A Perspective on Equities

January 25, 2016, ,
While the extreme volatility since the start of 2016 has been extraordinary, it is important to keep in mind some basic lessons on investing. Stocks are fractional shares of businesses. Every business has an intrinsic value, which is calculated by fundamental analysis of the balance sheet, cash flows, and qualitative measures such as competitive advantages...
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22
Jan

Morgan Stanley – A Superb Wealth Management Franchise Trading at 87% of Tangible Book

January 22, 2016, , ,
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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20
Jan

Howard Marks Memo: What Does the Market Know?

January 20, 2016, ,
I came across this amazing article and just had to share it with you.  It is a memo written by famous and incredibly successful value investor Howard Marks.  In the memo he articulates how little short-term market fluctuations really mean.  This is why I’ve been continuously stressing the fundamentals which are incredibly sound in our...
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20
Jan

The 2016 Crisis Playbook – Patience, Enhanced Income Via Covered Calls, Focus on Fundamentals

January 20, 2016, , ,
2016 has officially been the worst start to a year in history for equity markets.  Globally stocks are trading at levels they haven’t seen since 2013 or earlier depending on the market, and many markets are officially in bear markets defined by 20% declines.  Over the last 7 years of this bull market we have...
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20
Jan

JPMorgan Chase: Take Advantage of Short-Term Fears

January 20, 2016, , , ,
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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19
Jan

Sell-Off in Wells Fargo Creates Long-Term Buying Opportunity

January 19, 2016, , , ,
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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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

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