2013 had one of the best Januaries in recent history, only to hit a rough patch in the first week of February.  Though the markets were due for a breather, events in Europe were the trigger. The two European countries most likely to cause the next phase of eurocrisis—Italy and Spain—both had potentially destabilizing political...Read More

Charles Sizemore appeared on CNBC last night to discuss the Dell (Nasdaq:$DELL) leveraged buyout. The $24.4 billion proposal to privatize U.S. technology giant Dell is part of founder Michael Dell’s efforts to transform the company into a ‘mini IBM’, said analysts, as the world’s third largest personal computer (PC) maker struggles to protect its market share...Read More

Last week, I wrote about the Barron’s Roundtable, commenting that its members rarely agree on anything.  I want to point out again that this is precisely why I enjoy reading the Roundtable comments every year.  Right or wrong, its members are anything if not independent, and this is what makes them valuable. In the second...Read More

Charles Sizemore was quoted in Karen Talley’s MarketWatch article: Gun Stocks May be Losing Their Firepower: There are reasons other than gun control to stay away from firearm stocks, some money managers say. “Today, gun stocks are definitely cheap, and they might make a fine short-term trade,” said Charles Sizemore, principal of Sizemore Capital. “But...Read More

Though it has been derisively been called “the river of no returns,” Amazon.com (Nasdaq:$AMZN) can call “scoreboard” on its critics.  Amazon is the last man standing of the generation of companies that rose to prominence during the 1990s tech boom. Sure, plenty of the dot-com darlings are still alive and well and generating more revenue...Read More