Tim Travis
Contributor since: 2011
Company: T&t capital management
Articles
AIG's Underwriting Improvement Will Ultimately Lead To A Higher Valuation
I Bought The Silly Selloff In Assured Guaranty Aggressively
NMI Holdings Is A Cheap Bet Against A Housing Cataclysm
Radian Group's Accretive Capital Return And Dividend Make For A Compelling Buy
A Coward's Way To Play LendingClub
Buy The Dip On Undervalued Cleveland-Cliffs While You Can
Ally Financial Offers A Sustainable 16-18% ROTCE And Trades Around Tangible Book
Bank Of America's Strong Credit Profile And Leverage To Higher Rates Make For A Buy
Wells Fargo's Transformation Provides Long-Term Upside Potential
Citigroup's Laughable Valuation Is Too Good To Pass Up
JPMorgan's Earnings Power May Allow It To Thrive Even In Recession
Kennedy-Wilson's 5.1% Dividend Yield And Attractive Valuation Make It A Buy
LendingClub's Earnings Power Is Only Beginning To Show
A 4.3% Dividend And A Large Discount To Tangible Book Value Make Jefferies A Buy
Cleveland-Cliffs Is The Baby Being Thrown Out With The Bathwater
Mr. Market Is Too Pessimistic On Lennar At Current Prices
Citigroup Attracted Berkshire And It Should Attract You Too
American International's Dramatically Improved Underwriting And Low Valuation Make It A Buy
Take Advantage Of Pessimism On Retail Sector And Buy Restoration Hardware On The Cheap
Google Offers An Amazing Business At A 30% Discount To Intrinsic Value
Don't Wait For Robins Once Again With Bank of America, Or Spring Will Be Over
Ally Financial's High ROTCE And Low Valuation Make For A Compelling Buy
Assured Guaranty Continued To Compound Intrinsic Value
Citigroup's Management Needs To Embrace The Opportunity With The Stock So Cheap
Puerto Rico's Debt Restructuring Nears Its End And Assured Guaranty Is Poised For Big Things
NMI Holdings Inc. Offers Strong Growth At A Reasonable Price
As Puerto Rico Saga Comes To An End, Assured Guaranty Is Poised For Profits
Citigroup Is The Most Fundamentally Undervalued Large U.S. Bank
Buy Citigroup Before Long-Term Margin Expansion Bears Fruit
SA Interview: Deep Value Investing With Tim Travis
Citigroup's Recent Dip Is Great Buying Opportunity
Assured Guaranty's Puerto Rico Settlement Has Changed The Game Materially
Puerto Rico Resolution Could Be In Sight, Brightening Outlook For Assured Guaranty
Ally Financial Is Too Cheap At 8.5x Earnings And 1x Tangible Book Value
AT&T's Single-Digit Earnings Multiple And 7% Dividend Make It A Current Bargain
Citigroup At 80% Of A Growing Tangible Book Value Is A Strong Buy
Why The Bear Argument On Assured Guaranty Is Wrong
At 27% Of Adjusted Book Value Per Share, Assured Guaranty Remains A Steal
Citigroup Is A Compelling Buy At 60% Of Tangible Book Value
Capital One: Discount To Tangible Book Value, Massive Earnings Power, Conservative Loan Loss Reserves And 40% Upside