Sizemore Insights

By Charles Lewis Sizemore, CFA
“Gimme what I need, uh, MasterCard or Vi-suh.” From Wyclef Jean’s “Perfect Gentleman” The U.S. consumer is in a bit of a pickle.  Jobs are not particularly easy to come by—the June jobs report showed unemployment sticking at 8.2% and only 80,000 new jobs created for the month—and the economy remains sluggish.  True, the average American...
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Crack open a cold one, and watch Charles Sizemore give his thoughts on international beer stocks on Bloomberg TV.   If you cannot view the video, please follow this link to Bloomberg’s site: Playing the World of Beer Stocks Stocks mentioned: Boston Beer ($SAM), Anheuser-Busch InBev ($BUD), Heineken ($HINKY), Molson-Coors ($TAP) If you liked this article, consider...
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It’s not often that a stock with a $5 billion market cap soars by over 20% in a single trading day, but such is the case for Constellation Brands ($STZ), the largest publically-traded wine merchant, and now the sole distributor in the United States of Corona and Grupo Modelo’s other Mexican beer brands. Constellation was the...
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Not to play on stereotypes, but if Turkcell ($TKC) were a government and not a private company, a cabal of stone-faced Turkish generals would have surrounded its headquarters with tanks months ago and forcibly taken over its board of directors. And if they had, you could bet that the share price would have enjoyed a nice...
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One of my favorite scenes in Martin Scorsese’s The Departed is the exchange where Jack Nicholson asks Leonardo DiCaprio what a nice kid like him was doing in the South Boston projects. “And if I can slander my own environment, it makes me sad, this regression.” Unfortunately, I find myself asking the same question about my...
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