Brazil is world renowned for its beaches, its potent caipirinhas and, of course, the Rio de Janeiro Carnival. And onto more serious topics, it is also a world leader in alternative energy production and happens to be sitting on one of the world’s largest supplies of traditional energy as well. Brazil’s deep-water Atlantic fields will [...]
“It’s hip to be square.” –Huey Lewis and the News It’s a funny world we live in. Investments that would have been considered the domain of widows and orphans a decade ago are now downright trendy. I’m talking, of course, about dividend-paying stocks. During the raging bull markets of the 1980s and 1990s and the [...]
Last month, we reported that the struggle for control of Turkcell’s (NYSE: TKC) board of directors was entering the last innings of what had proven to be a very long ballgame (see “Turkish Telecom on Brink of Big Move”). Alas, we have nothing new to report on this drawn-out pitcher’s duel. The case is still [...]
It seems like an eternity ago, but about four years ago the financial press was abuzz with a new catchphrase: decoupling. Western economies and Japan were in bad shape. No one yet knew just how bad the 2008 meltdown would be, but at the very least it appeared that growth in the developed world would [...]
If there has been one recurring theme in my investment recommendations over the past two years, it is this: If you want growth, you have to look to emerging markets. With the United States, Europe and Japan burdened with high levels of debt and aging demographics, growth in the developed world will be hard to [...]
As I wrote last week, I have emerging markets on my mind because—at least through the first of the year—I’m living in one. I’m writing this article from the bustling Peruvian farming and ranching town of Paijan, where, between attempting to follow the markets from afar and chasing after my two-year old son, I’ve managed [...]
Turkcell is Charles Sizemore’s recommendation for InvestorPlace’s “10 Stocks for 2012.” For more details and to view the other picks for the year, follow this link: 10 Stocks for 2012 Before falling to the Turks in 1453, Constantinople was known as the Queen of Cities across Europe and the Middle East. No other city in [...]
Perhaps it is my surroundings, but I have emerging markets on my mind this morning. I’m writing this article from, of all places, Paijan, Peru, where I’ll be spending the Christmas and New Year holidays with my inlaws (see map of Paijan). Paijan is a small farming and ranching town on Peru’s Pacific coast that [...]
Charles Sizemore, the winner of InvestorPlace’s “10 Stocks for 2011″ contest, offers his favorite stock for 2012. Read about Charles’ pick and the other contestants below. Wondering what the best stocks to buy for next year are? Well, look no further than the 10 Best Stocks for 2012. This InvestorPlace feature lists 10 long-term investments [...]
As we start another week, market attention will no doubt be focused again on Europe—as well it should be. The developments in Italy in the coming months may well determine whether the Eurozone survives in one piece (See “Italy and the Fate of the Euro”)—or whether the world economy enters a deep recession again for [...]
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 
