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Stocks
http://www.bloomberg.com/news/2012-05-03/zuckerberg-facebook-backers-plan-to-sell-5-5-billion-in-stock.html INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Earnings are getting a lot stronger in the home builder industry as increased traffic and closings is certainly helping financial performance.  Profits are still lagging due to the lack of pricing power and lower volumes, but I certainly wouldn’t be surprised to see volume pick up quite dramatically over the next two years.  The large...
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AOL is up big this morning off of the news that they sold about 800 patents to Microsoft for over $1 billion.  This is a tremendous monetization of assets for AOL and will likely lead towards a special dividend for shareholders.  While you may have missed the opportunity in AOL I think the best investment...
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Consistent with the evolution of Sears (SHLD) the company is endeavoring to license three of their key brands to other products and retailers.  Kenmore, Craftsman, and Diehard will be sold at other stores and the brand names can be licensed for other products.  While their exclusivity drove traffic to Sears, the return on invested capital...
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Bill Ngyren is a respected value investor who manages in excess of $10 billion in the Oakmark Fund.  In this interview he discusses the attractiveness of financials and stocks that are buying back stock at discounts to intrinsic value.  Some of the stocks that they own are JPM, COF, WFC, AAPL, KSS, NOC, and DTV....
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Jeremy Siegel is a little bit more bullish than I am on the overall market.  He does correctly understand that because of this extremely low interest rate environment stocks are the best relative value.  Bond funds are a huge concern subjecting investors to tremendous interest rate risks.  While at T&T Capital Management we may not...
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Once again another fun article written by Geoff Gannon for you to enjoy. http://www.gurufocus.com/news/170053/how-warren-buffett-thinks-about-stocks INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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This article http://www.forbes.com/sites/ericsavitz/2012/03/21/6-reasons-why-i-dont-invest-in-the-u-s-stock-market/3/ in Fortune shows some key differences in how non-value investors look at the market versus how we do.  I’m going to address the authors 6 reason below: 1) Retirement Savings- The author cites the fact that the market has been flat over the last 15 years because so much retirement money has come into...
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Famed value investor David Dreman is still finding attractive opportunities in both energy and financials.  Dreman takes a more diversified approach then we advocate at TTCM, where we tend to take more concentrated positions.  The psychology has changed in the markets over the last few years and pessimism is still highly prevalent even after the...
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This article was pretty interesting in that most of these companies are rarely talked about by the financial media, but have been unbelievable investments.  It really goes to show that if you buy something at the right price and are willing to hold it substantial returns can be made.  Obviously for some of the tech...
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