Sizemore Insights

By Charles Lewis Sizemore, CFA
Listen to Charles Sizemore discuss European Central Bank President Mario Draghi’s market-moving comments, the impact on America of the aging of the Baby Boomers, and the best areas for investment for the remainder of 2012 on Mike Robertson’s Straight Talk About Money.
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Europe may be mired in crisis and global growth may be slowing, but it is business as usual at Turkish mobile giant Turkcell Iletisim Hizmetleri ($TKC). Turkcell released second quarter results late last week that beat expectations. Group revenues rose by 13 percent and Turkish revenues were up 9 percent—not bad at all given that the...
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Moody’s announcement last week that Germany was at risk of losing its AAA credit rating should have come as no surprise. The slow-motion Eurozone train wreck leaves no “good” outcome for Germany. If Germany acquiesces to bailouts of the size and scope that are needed to restore market confidence, government debt is going to rise to...
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In the interests of brevity, I can make the answer short. No. There is not a bubble in dividend-paying stocks. This is not to say that defensive sectors of the market are not modestly overpriced relative to more cyclical sectors or that, when faced with paltry rates on bonds, some investors have not taken to chasing...
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One evening two years ago, I logged in to Facebook ($FB) to upload new photos of my son (if memory serves, he was bouncing in a Jumperoo) and I got an announcement that John had just planted corn on some videogame I had never heard of.  Why anyone would have found that piece of information interesting...
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