Sears Holdings 2013 Investor Letter

http://www.searsholdings.com/invest/index.htm#letter

TTCM Article on AIG- Written by Tim Travis

http://seekingalpha.com/article/1068791-america-loves-comeback-stories-and-there-is-none-greater-than-aig

TTCM Article on National Oilwell Varco - Written by Tim Travis

http://seekingalpha.com/article/1068441-national-oilwell-varco-continues-to-increase-its-competitive-advantages-and-the-price-is-right

TTCM Article on MetLife - Written by Tim Travis

http://seekingalpha.com/article/1068481-metlife-s-leverage-creates-both-opportunity-and-risks

TTCM Article on CSX- Written by Tim Travis

The following article is our most recent research report on CSX.  We feel that the difficult environment for coal has created a great opportunity to buy the railroads, which have historically relied on coal for a large part of their revenue.  I hope that you enjoy!

http://seekingalpha.com/article/1058121-csx-long-term-growth-prospects-and-attractive-valuation-make-it-a-buy?v=1355258971&source=tracking_notify

TTCM Article on Kohl's- Written by Tim Travis

Below is a research report on a stock we just began investing in today as it finally got cheap enough.  I hope that you enjoy!

http://seekingalpha.com/article/1050331-kohl-s-is-ripe-for-a-strong-rebound

TTCM Article on Berkshire Hathaway Written By Tim Travis

Below is our recent article on Berkshire Hathaway.  I believe it is a compelling long-term investment, and most market participants would be better off allocating a reasonable percentage of their portfolio to this security, than actively trading other stocks.

http://seekingalpha.com/article/1047751-berkshire-hathaway-is-loaded-for-long-term-appreciation