2015 Investment Outlook

I gave a presentation to the Robertson Wealth Management team this week outlining my investment outlook for 2015, and I’m posting the presentation here. I don’t have a complete transcript prepared, but most of the charts are pretty self-explanatory. […] Continue Reading…

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Where to Look for Cheap Stocks in 2015: CAPE Around the World

2014 was a lousy year for global value investors. Cheap markets, as measured by the cyclically-adjusted price/earnings ratio (“CAPE”) got even cheaper, while expensive markets got even pricier. (Note: the CAPE takes a ten-year average of earnings as a […] Continue Reading…

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How to Pick the Right Robo Advisor

I gave my thoughts on Robo-Advisors to Joanne Cleaver, writing for U.S. News and World Reports:
“Robo-advisors are to investment advisors what TurboTax is to tax preparers,” says Charles Sizemore, founder of Sizemore Capital Management LLC in Dallas. “If you […] Continue Reading…

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This Week’s Sizemore Insights: Looking for Income and Value in 2015

Charles Sizemore is the Chief Investment Officer of Sizemore Capital. Please contact us today to discuss your investments. 

In October, I wrote that mortgage REIT dividends had stabilized and that many were trading below book value. As we enter 2015 much […] Continue Reading…

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Why I’m Bullish on Auto Stocks

December was a solid month for American automakers. General Motors Company (GM) had its best December sales month since 2007, with sales up 19.3% over last year. Full-year sales were up a respectable 5.3%. Ford Motor Company (F) had […] Continue Reading…

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.