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Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
My book:
Learn to Treat Your Portfolio as a Business
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  • Cheapest Chinese Stocks Since 1997

    While fears of a Chinese slowdown have punished equity prices, it is very difficult for U.S. investors to participate in the Shanghai markets. Accounting problems have also been a huge issue, particularly for Chinese companies that have listed themselves on U.S. exchanges. Also due to the controlled nature of Chinese businesses, it is very difficult to forecast how government intervention will affect individual companies. For these reasons we at TTCM aren't too active in China, despite the fact that the stocks have come down a great deal in price.

    http://www.bloomberg.com/news/2012-10-07/cheapest-chinese-stocks-since-1997-not-enough-to-signal-rally.html

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: China
    Oct 08 10:26 AM | Link | Comment!
  • David Winters On WealthTrack

    This was an excellent interview with value investor David Winters on WealthTrack. He discusses Canadian Natural Resources (CA:CNQ) and several other securities that his fund is currently invested in.

    http://www.gurufocus.com/news/191787/david-winters-on-consuelo-mack-wealthtrack

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Oct 08 10:24 AM | Link | Comment!
  • Sprint Could Be Back In Contention For MetroPCS

    As we speculated yesterday, Sprint (S) might certainly jump into the game for MetroPCS (PCS). Consolidation is a priority in this industry and Spring and T-Mobile are vying for the number 3 spot, with Sprint having a considerable lead. If Sprint can use its stock as currency for this deal so that it isn't taking on additional debt, other than MetroPCS's existing debt, the deal could make sense. There will certainly be challenges so the company needs to be price conscientious. This fluid situation will be fun to watch but at this point I'm not interested in participating on an arbitrage.

    http://online.wsj.com/article/SB10000872396390444223104578036760862600552.html?mod=WSJ_hp_LEFTWhatsNewsCollection

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: S, TMUS
    Oct 05 10:47 AM | Link | Comment!
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