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VIDEO: Want a low risk trade? Short Japanese Bonds

Charles Sizemore discusses the latest trade in his Tactical ETF Portfolio with Covestor’s Mike Tarsala.

Disclaimer: 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 nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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Up Close and Personal with Charles Sizemore, Manager of the Dividend Growth Portfolio

Covestor produced the following video featuring Charles Sizemore, the manager of the Dividend Growth Portfolio and three other models at Covestor.

For more information, see the Dividend Growth Portfolio’s profile page, which includes performance and recent portfolio moves.

Disclaimer: 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 nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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Best Stocks of 2013: Intel, Daimler and More

The annual InvestorPlace contest has a host of double-digit winners, including $DDAIF and $INTC.

It has been an interesting ride for the stock market in 2013, with the S&P 500 up about 16% year-to-date.

So how are the stock pickers faring in our Best Stocks for 2013 feature, which was meant to provide 10 buy-and-hold picks that deliver big gains from Jan. 1 to Dec. 31?

As a whole, not bad. Here’s the rundown as of the closing bell Thursday, May 23:

  • Sherwin-Williams (SHW): +21%
  • Intel (INTC): +19%
  • Mylan (MYL): +16%
  • Two Harbors (TWO): +15%
  • Daimler (DDAIF): +11%
  • Fomento Economico Mexico (KOF): +10%
  • Global X Funds Greece ETF (GREK): +8%
  • Qualcomm (QCOM): +4%
  • Great Lakes Dredge & Dock (GLDD): -7%
  • Vale (VALE): -24%

Daimler is going strong with a nice dividend and upside potential in China’s luxury market, even if some data in the nation isn’t looking so hot.

As for Intel, the semiconductor company has a wide moat and a big market share even if it has mobile struggles in a post-PC age. We’ll have to see how the new CEO steps up to the plate.

It’s worth noting that collectively, the list has unperformed in 2013. But there still are many months left to go before the end of the contest … so stay tuned to see which pick wins!

This piece was originally published on The Slant.

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Disclaimer: 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 nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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VIDEO: China, Japan and their Demographic Time Bombs

China made waves with a bad manufacturing report this week, sending world equities–and particularly Japanese equities–sharply lower. But the issues in Asia go beyond just exports and currency rates. It’s about plummeting birth rates and demographics, and what it means for Chinese and Japanese investments. Jeff Reeves of InvestorPlace.com and I talk things over.




As I mentioned on the video, I would run away from Japan screaming right now, or at least I would run away screaming from Japanese equities.  The short yen / long Japanese equity trade has been the most profitable macro trade in recent years, but it is a short-term trade supported with very weak fundamentals. The next fortune to be made in Japan will likely be in shorting its bonds.

SUBSCRIBE to Sizemore Insights via e-mail today.

Disclaimer: 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 nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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What’s Next for Auto Stocks?

Watch me discuss General Motors’s earnings and the outlook for the auto sector with InvestorPlace’s Jeff Reeves.

 

Auto sales have enjoyed a nice bounce in 2013, with sales the strongest they’ve been in six years, but is it sustainable?

I argue that much of the sales surge is “catch up” buying that was postponed during the financial crisis.  The average age of cars on American roads has been stretched out to 11 years.  At some point, old vehicles have to be replaced, and that is what we are seeing.

Longer term, the picture for mass-market autos is not particularly good.  Quality improvements have stretched out the useful life of the average car, which means longer time between purchases.  And Echo Boomer (a.k.a. Generation Y) consumers are not embracing auto ownership to the same extent as past generations.  Modern communications and the internet have made a lot of routine driving unnecessary,  and America is re-urbanizing–which means more public transportation and less driving.

If there is a bright spot, it would be the luxury market, which is less affected by economic worries, enjoys higher profit margins, and has great exposure to emerging markets.

Stocks discussed in this video: $GM, $F, $TM, $DDAIF

Related video: Are Automakers a Buy in 2013?

Charles Lewis Sizemore, CFA, is chief investment officer of the investment firm Sizemore Capital Management and the author of the Sizemore Insights blog.

Disclaimer: 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 nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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