One of my favorite investor’s is Bill Ackman of Pershing Square.  He develops a detailed investment thesis, builds a large position, and is willing to be very public about recommending changes create more shareholder value.  His effort on General Growth Properties was one of the best investments that I had ever seen.  This video provides...Read More

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...Read More

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....Read More

This was a rather bizarre video clip where an analyst predicts that RIMM will be out of business and that it will be a two horse race between Apple and Samsung.  It is the type of commentary that is common when a company is deeply out of favor, as it offers absolutely no data to...Read More

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...Read More

One of my favorite investors Wilbur Ross, was on CNBC this morning.  He discussed the dangers of long term bonds, the long term outlook for natural gas, and he talks about the banking sector as well.  Ross has a fairly large position in the natural gas company Exco Resources (XCO) which he is down on...Read More

Bank of America CEO Brian Moynihan was on Bloomberg this morning talking about the U.S. Consumer and his company. He mentions that Bank of America is past the stage of capital concerns, and now the issue is earnings. There are about $2 Billion of additional mortgage related expenses per quarter that will ease over time,...Read More