Sizemore on Varney & Company: What Does the Cigarette Ban Mean for CVS?

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I joined Fox Business’ Varney & Company this morning to discuss the controversial decision by CVS Caremark (CVS) to stop selling [...] Continue Reading…

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Cheap and Getting Cheaper

We have a lot more going on in the portfolio than usual given this spate of market volatility. We’ve sold a total of six positions in the past month, so you probably have more cash than usual on the sidelines. That’s just fine. It’s good to have dry powder, because I expect us to get some real deals over the course of the next few months.

But there is also plenty to buy today. In this month’s issue, I’ve got two new REIT recommendations for you, plus a roundup of recent news that affect our current holdings.

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3 Tax Breaks the Big Guys Use

We’ve all seen the numbers. High-income earners are subject to higher marginal rates these days: 39.6% on incomes over $400,000 for single taxpayers and $450,000 on couples filing jointly on their 2013 returns. Additionally, single taxpayers with incomes over [...] Continue Reading…

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Investing in Mongolia? Yes, Mongolia.

On the outskirts of Ulaanbaatar, a nomadic family of herders is sitting outside their ger (the family tent commonly called a  “yurt” in the West)  watching Bloomberg TV…on a high-definition flat-screen television powered by a mobile solar generator and [...] Continue Reading…

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Sizemore on Varney & Co: Is the Fed’s Tapering Hurting Emerging Markets?

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I spoke to Varney & Company’s Charles Payne this morning about the emerging market selloff and what is driving it.

At its heart?

Current account [...] Continue Reading…

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