The Sizemore Investment Letter

Watch me chat with Covestor’s Mike Tarsala about how to invest at the end of a 30-year bull market in bonds.  I discuss some of the ways I am playing the transition in my Dividend Growth Portfolio. To read Mike’s write up of the interview, see: Sizemore: How I’m playing the end of a 30-year [...]

Rumors flew over the weekend that AT&T ($T) had made an offer to buy Spain’s Telefonica ($TEF) for $93 billion—a roughly 50% premium to today’s market cap. Telefonica was quick to dispel the rumor, and AT&T had no comment as Monday afternoon. My gut reaction is that this rumor is exactly that: a rumor.  The [...]

Most of us would agree that Greece is not a “developed market” on par with the United States, Canada, or Western Europe.  Its instability, pitiful economic governance, corruption and cronyism—all of which contributed to its spectacular sovereign debt crisis—prove that the country is not quite ready for the big leagues. Morgan Stanley Capital International (“MSCI”), [...]

Back in March, I recommended that readers use the recent weakness in Daimler (DDAIF) shares to add to their positions.   American and Japanese automakers had enjoyed a fantastic first quarter while German automakers Daimler, BMW (BAMXY) and Volkswagen (VLKAY) had seriously underperformed. The reason for the rough ride? Investors had been punishing the German automakers [...]

Two weeks ago, I asked if the short yen / long Japanese stocks trade was over.   It appears that, indeed, it is. The Nikkei crashed by over 6% on Thursday, pushing it well into bear market territory.  It’s now down by more than a quarter from its recent highs. And the yen?  It has rallied [...]

June has been a rough month for a lot of investors.  The investing themes that have done well so far in 2013—everything from U.S. dividend-focused stocks to Japanese small caps—have gone sharply into reverse.   The market has started to get jitters that the Fed’s QE Infinity will actually be quite finite…and it appears that Abenomics [...]

June has been a rough month for a lot of investors.  The investing themes that have done well so far in 2013—everything from U.S. dividend-focused stocks to Japanese small caps—have gone sharply into reverse.   The market has started to get jitters that the Fed’s QE Infinity will actually be quite finite…and it appears that Abenomics [...]

Watch Charles Sizemore chat with CNBC’s Oriel Morrison about the Japanese markets and the potential for a full-blown capital markets meltdown.

Back in April, I asked if E-Cigarettes would relight Big Tobacco’s prospects.   I had my doubts. E-cigs seemed to be a more pleasurable version of a nicotine patch: something that an existing smoker might switch to for health reasons but not exactly an attractive or glamorous product for someone who doesn’t already smoke.  (Humphrey Bogart [...]

I first saw the Panama Canal in action in 2002.  Though nearly 90 years old at time (and soon to be 100 years old at time writing), it was an impressive piece of engineering to behold even by modern standards.  A series of locks lifts ships 85 feet above sea level and then lowers them [...]