From Sizemore Insights

Triple-Dip Recession in France…What Now?

The numbers came in last week: France is in recession again, for the third time in five years.  A triple-dip recession. Sacre bleu! There is some debate as to whether this is a double-dip or a triple-dip recession; that mini-recession in 2012 was questionable.  But there is no escaping the broader point here.  France has [...]

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Want Dividend Growth? Go for Big Tech Over Utilities

Investors are starved for yield.  It’s not exactly breaking news.  With traditional savings vehicles such as savings accounts, CDs, and bonds yielding next to nothing, investors have been flocking to dividend-paying stocks for years. On the surface, this makes all the sense in the world.  Unlike fixed income investments, dividend-paying stocks tend to enjoy rising [...]

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And the Masters of the Universe Say…

In my last article, I noted that “Big Money” managers was wildly bullish on U.S. stocks—74% were bullish and only 7% were bearish. But what about those legendary masters of the universe—the global macro hedge fund managers who, if their reputations are to be believed, hold the fates of companies and even entire countries in [...]

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And the Masters of the Universe Say…

In my last article, I noted that “Big Money” managers was wildly bullish on U.S. stocks—74% were bullish and only 7% were bearish. But what about those legendary masters of the universe—the global macro hedge fund managers who, if their reputations are to be believed, hold the fates of companies and even entire countries in [...]

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The Deflating of the Apple Bubble, the Decline of Sony, and More on Straight Talk Money

Listen to Charles Sizemore, Peggy Tuck and Mike Robertson talk about the deflating of the Apple ($AAPL) bubble, the rise and fall of Japanese electronics giant Sony ($SNE)–the company that should have been Apple, Japan and “Abenomics” and more on Straight Talk Money Radio. SUBSCRIBE to Sizemore Insights via e-mail today.

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ETFs, “Doom and Gloom,” and More on Straight Talk Money

Listen to Charles Sizemore, Peggy Tuck and Mike Robertson give their thoughts on ETF investing, “doom and gloom” forecasters, and Samsung ($SSNLF) vs. Apple ($AAPL) in the smartphone wars on Straight Talk Money radio. SUBSCRIBE to Sizemore Insights via e-mail today.

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Marijuana Stocks: You Would Have to be High to Buy Them at Current Prices

I’ve been a big believer in vice investing—and particularly tobacco stock investing—for a long time.  I turned bearish on tobacco stocks late last year, but this was based purely on price.  In my view, tobacco stocks had simply gotten too expensive relative to other dividend-paying options—and I would reiterate that view today. But if ol’ [...]

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How Long Can the Bull Market Run?

The Dow over 15,000…the S&P 500 over 1,634…the Nasdaq at highs not seen since the 1990s Tech Boom… Any way you slice it, we’re in a bull market. Alas, we’ve been here before, and it didn’t end well.  So, is it time to worry? My answer is “no,” or at least “not yet.”  The conditions [...]

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Review: The Most Important Thing

If Warren Buffett, Christopher Davis, Joel Greenblatt and Seth Klarman recommend a book, it might—just might—be worth reading.   It certainly got my attention. Warren Buffett calls Howard Marks’ The Most Important Thing “that rarity, a useful book.”  And as a researcher with a library of a couple hundred books myself, I couldn’t agree more. For [...]

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The Windows 8 Flop: What Does it Mean for Microsoft?

Windows 8 was the revolution that wasn’t.  But don’t count Microsoft (Nasdaq:$MSFT) out just yet.  In a lot of ways, the boring, button-down software giant was just a little ahead of its time. After a storm of criticism from frustrated long-time Windows users, Microsoft announced that it would be making significant changes to its Windows [...]

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