Sizemore Insights

By Charles Lewis Sizemore, CFA
For the past year, it’s been a swinging-from-the-chandeliers party in booze stocks.  High-end alcohol distillers have kept investors buzzed in an otherwise sobering stretch. Diageo (NYSE: $DEO), the biggest and best diversified of the lot, is up 37% over the past 52 weeks.  But Pernod-Ricard (Pink:$PDRDY) and Beam, Inc. (NYSE:$BEAM) are both up more than 20%,...
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Yes, you read that correctly.  My favorite “tobacco stock” is Intel Corp (Nasdaq:$INTC). Lest you think I’ve lost my mind, I am aware that Intel does not sell or market cigarettes or other tobacco products. Intel is the world’s premier designer and manufacturer of computer processors. But while Intel is not a tobacco company, it most...
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This piece orginally appeared on InvestorPlace as Charles Sizemore’s submission for the 10 Best Stocks of 2013 contest. The auto industry is a truly wretched business to be in.  You have high labor costs and the constant threat of labor unrest.  You have vicious competition among existing competitors.  And perhaps worst of all, you have enormous...
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Global equity markets finished 2012 with a bang, and the S&P 500 ending the year up 13.4%.  But what you might have forgotten is that virtually all of those gains came in the first quarter.  The S&P 500 rose 12.0% in the first three months of last year and only managed to squeak out another 1.4%...
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With the 2012 InvestorPlace Best Stocks contest completed, the contestants are gearing up for 2013.   Listen to Charles Sizemore and Jeff Reeves discuss their 2013 picks and offer their outlook on the year ahead. If you cannot view the embedded video player, please follow this link. SUBSCRIBE to Sizemore Insights via e-mail today.
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