Constellation Brands (NYSE:$STZ), the world’s largest publically-trading winery, took an absolute beating yesterday when the U.S. Department of Justice torpedoed the Grupo Modelo (OTC:$GPMCF) – Anheuser-Busch InBev (NYSE:$BUD) merger on anti-competitive grounds. Given the wide variety of alcoholic beverage choices, the government’s move seems a little absurd. Yes, roughly 80% of all beer drunk in the...Read More
Back in June, I mused that Diageo (NYSE:$DEO), the maker of Johnny Walker Scotch whisky and other brands, was “The Ultimate 12- to 18-Year Investment.” It was, of course, a reference to the length of time that Scotch needs to be aged in order to be marketable (or drinkable). Scotch can be officially be called “Scotch”...Read More
Watch me discuss Microsoft’s (Nasdaq:$MSFT) prospects and its potential financial lifeline to Dell Inc. (Nasdaq:DELL) with CNBC’s Bernie Lo. If you cannot view the embedded media player, see “Microsoft to Crush Google.” SUBSCRIBE to Sizemore Insights via e-mail today.Read More
I look forward to Barron’s Roundtable every January. It’s a collection of ten contrarian investors who seldom agree on anything—which is precisely why I find it valuable. Money managers and financial journalists are often prone to groupthink, and when they succumb to it they become useful only as contrary indicators. Market insights only have value when...Read More
Listen to Charles Sizemore discuss the Microsoft ($MSFT)-Dell ($DELL) deal, investing for income, the “Great Rotation” from bonds into stocks and more on Mike Robertson’s Straight Talk About Money. If you cannot view the embedded player, you can follow this link: Straight Talk About MoneyRead More
