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Charles Sizemore on Straight Talk Money, Part II

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:

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Charles Sizemore Discusses the Cyprus Crisis on Straight Talk Money

Listen to Charles Sizemore talk about the Cyprus crisis and what it means for investors on Mike Robertson’s Straight Talk Money:

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Charles Sizemore Talks Social Media at Covestor’s Next Invest

Watch Charles Sizemore discuss the importance of social media in the modern investment advisory at Covestor’s Next Invest Conference.

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On the Slant: What to Make of the Fed’s Tightening Talk

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 that the headlines have hit?

Charles Sizemore of Sizemore Capital Management talked with me for a bit in this latest podcast about what investors can expect. In a nutshell, Charles doesn’t think that it is anything more than a short-term headwind because there’s still little action on the part of Ben Bernanke & Co. … even if the discussion has taken a slightly more hawkish tone.

Much ado is being made of the statement that the “risks of asset purchases might well lead the Committee to taper or end its purchases before it judged that a substantial improvement in the outlook for the labor market had occurred.” However, without some true hawkish action, it’s not going to mean much.

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On The Slant: Intel and Daimler Remain Top Buys for 2013

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 as emerging market consumers. Europe’s GDP troubles and broader economic software around the globe aren’t grand, but Germany’s Daimler just posted strong earnings and is selling at a good clip.

Intel remains a decent long-term play based on its 4% dividend yield and massive market share of the semiconductor business. Furthermore, the post-PC negativity is overdone since there remains a good utility in laptops and PCs even if tablets are on the rise. Maybe it hasn’t figured out mobile yet, but it is rolling out chips that will work with Google(NASDAQ:$GOOG) Android devices soon that could make a big splash.

You can get all the details by listening to the above podcast.

And check out the complete list of Best Stocks for 2013 on Current frontrunners include the REIT Two Harbors (NYSE:$TWO), which is up about 13% year-to-date, and Great Lakes Dredge & Dock (NASDAQ:$GLDD) up about 11% YTD.

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.