Sizemore Insights

By Charles Lewis Sizemore, CFA
Earlier this year, I commented that semiconductor titan Intel (Nasdaq:$INTC) was my favorite tobacco stock. I said this tongue-in-cheek, of course.  I am aware that Intel designs and manufactures microprocessors, not cigarettes.  But my point was simply that slow-growth (or even no-growth) investments, such as tobacco stocks, can be wildly profitable under the right conditions: There...
Read More
I recently gave my thoughts on Netflix (Nasdaq:$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 the...
Read More
If you’ve ever wanted to lose your hair, develop a stomach ulcer and put yourself at risk of an early heart attack, I have a recommendation for you: trade currencies! I say this (mostly) in jest, but currencies are an area that a lot of investors find baffling.  With stock market investments, you have something at...
Read More
In the event you are too busy to read a full article this morning, I’ll sum it up for you in one word: no. Yes, the S&P 500 and Dow have backed off of their recent highs, and the recent slew of earnings announcements have been a little underwhelming.  Goldmay be leading commodities into a full-blown...
Read More
Watch Charles discuss EBay’s (Nasdaq:$EBAY) earnings, the future of mobile payments, and Apple’s (Nasdaq:$AAPL) transition to an income-focused value stock on CNBC’s Asia Squawk Box. Can’t view the embedded media player? See Apple Looking a Lot Like Microsoft Charles Lewis Sizemore, CFA, is chief investment officer of the investment firm Sizemore Capital Management and the author of...
Read More
1 136 137 138 139 140 196