Sizemore Insights

By Charles Lewis Sizemore, CFA
The past week has been a little less than exciting on Wall Street.  Stocks have been flat or mildly down every day for the past week.  It’s the sort of market that would lull a day trader to sleep. Not that I’m complaining.  2012 has been another roller coaster of a year, and a little sideways...
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Bond is back.  And so are the product placements. Skyfall—the latest film in the James Bond franchise—opens in theaters next month, but the marketing blitz has already begun.  This week’s Economist opened with a two-page advertising spread for an Omega Seamaster watch—“James Bond’s Choice”—featuring Daniel Craig. Not only does Craig endorse the Omega brand personally (see...
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Back in April, I wrote favorably about Molson Coors ($TAP) (see “Beer Stocks: Crack One Open”), noting that the brewer was significantly cheaper than Anheuser Busch InBev ($BUD) and SABMiller (SBMRY) and that it paid the best dividend of any major brewer.  At 3.1%, its dividend yield at the time was nearly double that of Anheuser...
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Brain damage can create superior investment results, at least according to James O’Shaughnessy in his classic What Works on Wall Street. O’Shaughnessy refers to a study by Baba Shiv of Stanford University that found that people that had suffered damage to the amygdala or the insula regions of their brains made better investment decisions and had...
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In recent weeks, I’ve urged readers to maintain positions in some of the potentially most volatile markets in the world, including emerging markets (see “Bullish on India” and “Access to Africa”) and crisis-wracked countries such as Spain (see “ECB Could Trigger Monster Rally in Spanish Stocks”). My rationale was simple enough.  In a market being goosed...
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