With the 10-year Treasury yield hitting new multi-year highs and all dividend-focused stock taking a beating as a result, income investors can be forgiven for feeling a little uneasy at the moment.  It’s unsettling to buy a REIT, MLPs or dividend-paying stock in the hopes of enjoying a nice 4-5% yield only to lose two...Read More

Jeff Reeves and I take a trip around the world, giving our thoughts on American, European and Chinese equities. From The Slant: There’s a lot of frothiness right now in U.S. stocks as equities continue to push higher despite earnings and revenue remaining challenged. Charles Sizemore, editor of the Sizemore Investment Letter, says he’s pretty neutral...Read More

It’s that time again.  Warren Buffett’s Berkshire Hathaway (BRK-A) released its quarterly 13F filing today, which details stock by stock what Buffett and his managers have been buying and selling. At the top of the list?  A 17.8-million-share position in Suncor Energy (SU), Canada’s biggest oil and gas producer.  Suncor is a major producer in the...Read More

Watch Jeff and I duke it out over Wal-Mart’s (WMT) earnings release. From Jeff Reeves at The Slant: Charles Sizemore, editor of the Sizemore Investment Letter, is a good friend and a great investor. But friends often disagree — as Charles and I do on Walmart (WMT) stock and Walmart earnings. Me, I see Walmart as a retailer...Read More

Even the greats make mistakes.  I wrote a piece two years ago with those words as the headline with a very specific purpose: to show that, over time, the market has a way of humbling us all.  Even investment demigods like George Soros or John Paulson. I bring this up because one of my favorite...Read More