In looking at two companies in the same sector, would you prefer to have a stock that pays a 2.7% dividend or one that pays a 3.1% dividend? The answer might seem obvious at first; all else equal, who wouldn’t take the higher cash payout? But before you answer, take a look at Figure 1. [...]
Beware of Chasing High Dividend Yields
What’s the easiest way to find a stock with a 10% dividend yield? Find a stock yielding 5% and watch its price get cut in half. I say this mostly in jest, but this is precisely what happened to investors in RadioShack (NYSE:$RSH), the iconic electronics and gadgets chain still found in most American shopping [...]
Charles Sizemore on America’s Wealth Management Radio
Listen to Charles Sizemore discuss investing for income and more with Dean Barber, Shane Barber and Bud Kasper on America’s Wealth Management radio show. Dean is a nationally-syndicated radio host and the principal of Barber Financial Group. To listen, select: Part 1 Part 2
Visa, MasterCard Still Charging Forward
Credit card rivals MasterCard (NYSE:$MA) and Visa (NYSE:$V) released earnings on Wednesday, and both knocked the ball out of the park. We’ll start with MasterCard. This smaller of the two rivals enjoyed earnings growth of 25% in the first quarter and a 17% increase in worldwide purchase volumes. Not to be outdone, Visa announced a [...]
What Says the Big Money?
It’s that time of year again, dear reader. Twice per year, Barron’s does a survey of large professional money managers to get their outlook for the market (see “Reason to Cheer”). I get a lot of value out of reading the survey results, but not necessarily for the reasons you might think. This is a [...]
Sizemore Capital Allocation Change: Dividend Appreciation
Sizemore Capital is making a strategic allocation shift for all ETF portfolios with U.S. large cap exposure. This affects the Tactical ETF Portfolio and the Strategic Growth Allocation. To be consistent with Sizemore Capital’s focus on dividend growth, we are eliminating our long-term positions in the iShares S&P 500 Index (NYSE:$IVV) and replacing them with [...]
5 Boring Stocks, 5 Sexy Yields
Investing is not all that different from choosing a spouse. At some point in every man’s life, he has to make a choice. Does he go for the alluring but volatile young vixen who will ultimately put him in an early grave, or does he take the more rational course of action and choose a [...]
Investing in Switzerland
Switzerland will always have a special place in the hearts of doom mongers. For decades its franc has been the “go to” safe haven currency when the world got dicey. The meticulous Swiss gnomes have always had a well-deserved reputation as prudent stewards of wealth—and a well-deserved reputation for discretion and privacy. And importantly, their [...]
Investment Lessons from a Peruvian Horse Show
Ah, to be back in South America. Long-time Trading Deck readers might recall that I spend a fair bit of time in Peru (see “Going Long Two Beaten Down Euro Stocks”). When you marry a Peruvian, you don’t really have a choice. Not that I’m complaining. I can say in all seriousness that I’ve never [...]
Military Spending by Country
With outstanding U.S. debt fast approaching 100% of GDP and budget deficits continuing to yawn stubbornly wide, the next president and congress will have some unpleasant decisions to make. Spending will have to be cut. But from where? Social Security and Medicare will come under debate, as will most discretionary spending. But the elephant in [...]
Charles Sizemore on Planning for Prosperity Radio
Listen to Charles Sizemore discuss the Social Security funding crisis, bonds vs. dividend stock investing and more with Dean Barber and Bud Kasper on Planning for Prosperity radio. To listen, click here.
Dean is a nationally-syndicated radio host and…
Time to go Bargain Hunting
With volatility erupting out of Europe again, investors are left to wonder: Is this an opportunity to buy at attractive prices all of those great stocks that “got away from you” in the first quarter run-up, or is it portent of nasty things to come? It would appear to be a little of both. Even [...]
Charles Lewis Sizemore, CFA is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. He also serves as the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. (Read More)
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