Energy Insiders Are Buying: Should You?

Trying to call the bottom in crude oil right now is like trying to catch a falling knife.  The WTI crude oil spot price was over $100 per barrel as recently as late July.  Today’s it’s below $80.

Energy stocks, […] Continue Reading…

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Not all MLPs beholden to oil prices

Behind the Numbers–one of my favorite research services–had some interesting comments on the MLP sector in today’s Thursday Thoughts.
For an asset class once known for stable dividends backed by recurring revenues from long term contracts, MLPs have turned into […] Continue Reading…

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This Week’s Sizemore Insights: How to Look at Insider Trading Data

“American Realty Capital Properties insider just disposed of 20,000 shares.”

I saw that headline come across my Twitter feed, and I was particularly jarring to me because I had specifically listed consistent insider buying as a reason to give American Realty Capital Properties (ARCP) the benefit of […] Continue Reading…

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The Economics of Disney’s Frozen

“Frozen fever” largely passed over my house.  As the father of two young boys, I’m a lot more likely to have Teenage Mutuant Ninja Turtles playing on my living room TV. Still, even my rowdy boys have watched Frozen […] Continue Reading…

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Going Against the Grain with American Realty Capital Properties

American Realty Capital Properties  (ARCP) is a company that will give you heartburn.  Since news of its accounting scandal broke last week, it’s lost nearly 40% of its value.  But these are precisely the kinds of situations that contrarian […] Continue Reading…

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