By

Charles Lewis Sizemore, CFA
Tadas Viskanta, editor of the must-read Absolute Returns blog, asked the following question: “Let’s say Warren Buffett re-ups his famous decade-long bet. (He’s not.) He takes the S&P 500. What would you take (and why)?” There were several really insightful answers (which you can read here). But the consensus seemed to be that the S&P...
Read More
Should Wal-Mart have used cash pile to take on Amazon? from CNBC. I joined CNBC this evening to discuss Walmart’s (WMT) investor day… and how the company is upping the ante in its arms race with Amazon (AMZN).
Read More
September was a solid month for the Dividend Growth portfolio, as it retuned 1.02% for the month. This underperformed the 1.93% return for the S&P 500, but the portfolio also started the month with a larger-than-usual allocation to cash. The portfolio remains moderately cash heavy, with 10% allocated to cash as of month end. But...
Read More
I joined Chase Robertson and Peggy Tuck yesterday on Straight Talk Money. First on the agenda, we discuss the market’s current valuation. It’s starting to look a little like 1997. Then, as now, stocks were extremely expensive. But they continued to get even more expensive for nearly three more years. Could we be looking at...
Read More
The following is an excerpt from 7 Stocks to Sell Before the Crash – And Tesla is #1! It’s been years since we’ve had a proper stock market crash. And while that doesn’t necessarily mean that you should be looking for stocks to sell because a crash is imminent, now’s not a bad time to...
Read More
1 42 43 44 45 46 195