It didn’t get off to a good start. But 2016 is shaping up to be a fine year for the Dividend Growth portfolio. Through June 3, the Dividend Growth portfolio was up 17.3% in 2016, including dividends and allowing for a 1.5% management fee. That compares to a 2.7% return for the S&P 500. And...Read More

Photo credit Donkey Hotey I wrote a tongue-in-cheek piece for InvestorPlace on 12 Stocks Fit for a President. The following is an excerpt: We’re in the middle of a presidential election year, and what a campaign it’s been so far. It’s looking like our choices will be two of the most polarizing political figures in...Read More

Photo credit: Adam Dooley I recently gave my thoughts on Ford (F) and General Motors (GM) to US News and World Reports’ Lou Carlozo: “Ford and GM have both had excellent runs operationally,” says Charles Sizemore, a portfolio manager on Covestor and founder of Sizemore Capital Management in Dallas. “Sales have been robust and profits...Read More

Amazon (AMZN) is firing on all cylinders right now. In a market really searching for a growth story, Amazon is providing it. After smashing earnings estimates last month on the back of better than expected results from Amazon Web Services — and posting its most profitable quarter ever — the news kept on rolling in...Read More

Photo credit: Owen Moore In a world in which very little is cheap and most mainstream stocks and bonds offer little in the way of expected returns, closed-end funds have been a fantastic source of value. I’ve been writing about closed-end funds for the better part of a year (see Closed-End Bond Funds Near Their...Read More