The Sizemore Investment Letter

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

I recently gave my thoughts on Netflix (Nasdaq:$NFLX) and its business model to the E-Commerce Times’ Erika Morphy: Netflix all but invented the content-over-Internet model, which is quickly reshaping the way consumers view media, said Covestor Model Manager Charles Lewis Sizemore. “Netflix and its competitors are the biggest shake-up to media since paid cable TV,” he told [...]

Watch me give my thoughts on investing in the rise of the Echo Boomer generation on Fox Business: Watch the latest video at video.foxbusiness.com SUBSCRIBE to Sizemore Insights via e-mail today.

In the second half of the interview, Charles Sizemore discusses investing in the frontier markets of Africa, what the passing of Hugo Chavez means for Latin America, the bubble in farmland prices and more on Mike Robertson’s Straight Talk Money: If you cannot view the embedded media player, please follow this link.

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Listen to Charles Sizemore talk about the Cyprus crisis and what it means for investors on Mike Robertson’s Straight Talk Money: If you cannot view the embedded media player, please follow this link.

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Watch Charles Sizemore discuss the importance of social media in the modern investment advisory at Covestor’s Next Invest Conference. If you cannot view the embedded video, please follow this link.

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From Jeff Reeves’ The Slant: So the Federal Reserve threw investors for a loop with talk of quantitative easing programs ending sooner than expected. The dollar surged higher, gold collapsed, stocks sold off by triple digits … this was a big deal all around. But what exactly lies in store for investors going forward now [...]

The post On the Slant: What to Make of the Fed’s Tightening Talk appeared first on Sizemore Insights.

Charles Sizemore of Sizemore Capital Management and Jeff Reeves of InvestorPlace discuss Daimler AG (PINK:DDAIF), maker of the iconic Mercedes-Benz and Charles’ top pick for 2013, and chipmaker Intel (NASDAQ:$INTC), which Charles holds both personally and in his Dividend Growth Portfolio at Covestor. To briefly recap: Daimler remains a decent long-term buy with a 5% dividend and continued reliance of both upper-class customers as well [...]

The post On The Slant: Intel and Daimler Remain Top Buys for 2013 appeared first on Sizemore Insights.

Charles Sizemore gave his thoughts Erika Morphy of the E-Commerce Times on the shareholder revolt that is threatening to de-rail the leveraged buyout of Dell (NYSE:$DELL) by a group led by founder Michael Dell: These investors have valid points as they make their case against the LBO, said Charles Sizemore, manager of the Dividend Growth [...]

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From Jeff Reeves’ The Slant: After blowing out its earnings report after the bell on Thursday, LinkedIn (NYSE:$LNKD) popped 18% intraday on Friday and is challenging $150 a share. After offering at just $45 for its May 2011 IPO, shares have tripled in a little more than a year and a half for insiders — [...]

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