Sizemore Insights

By Charles Lewis Sizemore, CFA
  We’re now seven months into the contest, and I still have some catching up to do. My 6% year-to-date return in General Motors (GM) isn’t anything to be embarassed about… that is, until you see Albemarle (ALB), CoreSite Realty (COR) and Nvidia Corporation (NVDA) are all up well in excess of 30%. We still have...
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The following is an excerpt from 7 Blue-Chip Stocks You Shouldn’t Hold Anymore. Marriage should be for life. But stock ownership? Not so much. Yes, I understand that a long-term buy-and-hold strategy keeps fees and taxes low and has generally proven to be a solid plan. But not all stocks are keepers — even supposedly reliable...
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The following is an excerpt from Amazon.com, Inc. (AMZN) vs Alphabet Inc (GOOGL) – The Best 10-Year Bet If there has been one investment theme in 2017, it would have to be the “Amazon effect.” Amazon.com’s (AMZN) relentless push forward really went into overdrive this year with its planned purchase of Whole Foods Markets, Inc. (WFM),...
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Long-suffering Kinder Morgan (KMI) longs got some welcome news this week. After nearly two years of reduced payouts, Kinder Morgan will be aggressively hiking its dividend next year. Kinder will be bumping its annual payout from $0.50 to $0.80 next year, and plans to push it to $1.25 per share by 2020. That amouts to a...
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  The following is an excerpt from 7 Top Stocks That Would Survive an Apocalypse: My new Samsung Galaxy smartphone is waterproof … or at least the box says it is. I’m not so sure, myself. While I’m sure a little splash of water won’t hurt the phone, I’m not planning on taking it on any deep-sea adventures...
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