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Tim Travis

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Cisco, Not Sysco Offers A Margin Of Safety And Considerable Upside
on Thu, May 16 • SYY, CSCO • 12 Comments
Assured Guaranty - Aggressive Stock Buyback At Discount To Net Asset Value Will Be Huge
on Tue, May 14 • CS, UBS, RDN • 9 Comments
Apache's Stock Has Strong Upside Potential And Management Is Finally Responding
on Fri, May 10 • APA • 11 Comments
AIG - America's Comeback Story Is Just Getting Started
on Sun, May 5 • AIG • 22 Comments
National Oilwell Varco: Widening Moat And Fair Price Make For A Compelling Long-Term Buy
on Sat, May 4 • APA, BP, DVN • 19 Comments
Devon Energy's Strong Management And Growth Prospects Make It A Strong Buy
on Fri, May 3 • DVN • 4 Comments
Barbarians At The Gate For Microsoft, But History Will Not Repeat
on Tue, Apr 23 • INTC, MSFT • 28 Comments
Morgan Stanley Continues To Progress As A Safer And Better-Capitalized Institution
on Fri, Apr 19 • BAC, MS • 7 Comments
Bank Of America: You'll Pay Up When The Consensus Gets Cheery
on Thu, Apr 18 • WFC, JPM, BAC • 12 Comments
Intel Valued As Though New Technologies Will Bust, But I Disagree
on Wed, Apr 17 • DELL, HPQ, MSFT • 81 Comments
Goldman Sachs: ROE In Weak Economy Bodes Well For Future Profitability
on Tue, Apr 16 • GS • Comment!
Citigroup - Focus On The Facts And Buy The Stock As Citicorp Becomes A Bigger Part Of The Picture
on Tue, Apr 16 • MS, WFC, C • 13 Comments
JPMorgan: Stock Still Cheap On An Absolute Basis
on Mon, Apr 15 • C, JPM • 1 Comment
Wells Fargo: Compounding At Double Digits
on Mon, Apr 15 • C, BAC, WFC • 13 Comments
General Motors: The Stars Are Aligned For A Double
on Thu, Apr 11 • GM • 16 Comments
An Investment Strategy For General Dynamics When Fiscal-Austerity Threatens Growth
on Fri, Apr 5 • GD • 5 Comments
Johnson & Johnson's Equity Doesn't Offer Compelling Margin Of Safety At Current Prices
on Thu, Apr 4 • BSX, WLP, JNJ • 1 Comment
Chesapeake Energy Needs More Change To Become A Successful Turnaround
on Tue, Apr 2 • CHK • 7 Comments
A Very Good Business At A Below Average Price Makes Intel A Strong Long-Term Buy
on Thu, Mar 28 • QCOM, ARMH, TSM • 20 Comments
BP - The Resolution Of Legal Issues Will Be The Catalyst To Propel The Stock Higher
on Wed, Mar 27 • BP • 30 Comments
Microsoft Is Far Too Cheap To Ignore Any Longer
on Mon, Mar 25 • DELL, YHOO, HPQ • 144 Comments
Lennar- A Case Study In Crisis Management But Fairly Valued Now
on Thu, Mar 21 • LEN • 1 Comment
Salesforce.com - Sometimes Hype Just Isn't Enough
on Tue, Mar 19 • CRM • 23 Comments
Chevron's Upside Potential Far Outweighs The Risks
on Fri, Mar 15 • CVX, APA • 8 Comments
WellPoint's Under-The-Radar Growth Story Continues To Be Hidden In Plain Sight
on Wed, Mar 13 • WLP • 4 Comments
An Attractive Risk-Adjusted Way To Invest In SandRidge Energy
on Mon, Mar 11 • SD • 10 Comments
Google Still Offers Reasonable Value But Only For Long-Term Investors
on Wed, Mar 6 • AAPL, FB, LNKD • 5 Comments
Berkshire Hathaway Still Trades At A Slight Discount To Intrinsic Value
on Tue, Mar 5 • BRK.A, BRK.B • 16 Comments
A Conservative Strategy And Investment Rationale For Apple Bulls
on Mon, Mar 4 • AAPL • 23 Comments
Assured Guaranty Trades 50% Below Intrinsic Value With Catalysts
on Fri, Mar 1 • CS, MCO, UBS • 5 Comments
A Conservative Way To Play The Disappointing Yet Undervalued J.C. Penney
on Thu, Feb 28 • DDS, SHLD, JCP • 36 Comments
A Value Investor's Perspective On The Opportunity In Priceline
on Wed, Feb 27 • GOOG, AMZN, FB • 3 Comments