On Running a Concentrated Portfolio

I tend to run a fairly concentrated portfolio at Sizemore Capital. My Dividend Growth portfolio – which is an income-focused long-only strategy – will generally have between 20 and 30 stocks at any given time.

There is no particular “science” […] Continue Reading…

So, Bill Ackman Makes Some Good Points on the Index Bubble…

He’s often controversial… and usually pretty brash. But Pershing Square’s Bill Ackman is also usually quite insightful. He’s been at this game a long time, and he’s had his share of big wins… and big losses. Ackman has an […] Continue Reading…

Apple Is So Cheap, It’s Actually Ridiculous

The following is an excerpt from an article I originally wrote for InvestorPlace.

There is nothing more dangerous than an “obvious” investment. Markets being what they are, by the time an investment “obviously” looks good, most of the good news […] Continue Reading…

Chipotle is an Orphan Stock

I gave my thoughts to on Chipotle (CMG) to Kyle Woodley for a story he wrote for US News and World Reports. Chipotle is a great company and one of the great growth stories of the past decade. But […] Continue Reading…

Is Apple the Next Altria?

It’s nice to see some level-headed analysis of…well…just about anything these days. Apple (AAPL) has taken its lumps over the past six months as investors fret that the company is now “post-growth.”

I don’t believe that Apple is finished growing. […] Continue Reading…