By

Charles Lewis Sizemore, CFA
Rodney Johnson has some interesting comments on the rise of robots as a labor replacement.  Robots have been replacing assembly line workers for decades.  But now, they’re starting to replace retail clerks too…sort of: Just as desktop computing, voicemail, and email erased much of the need for secretaries, robots are quickly gaining ground in areas...
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If you can’t beat ‘em…buy ‘em out.  That’s the approach Big Beer is taking in combatting the rise of microbrewing.  Anheuser-Busch InBev (BUD) announced last week it would be buying 10 Barrel Brewing Co., a microbrewery based on Bend, Oregon.  This follows BUD’s move earlier this year to buy Blue Point Brewing Co. It’s easy...
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“American Realty Capital Properties insider just disposed of 20,000 shares.” I saw that headline come across my Twitter feed, and I was particularly jarring to me because I had specifically listed consistent insider buying as a reason to give American Realty Capital Properties (ARCP) the benefit of the doubt after its accounting bomb was dropped earlier this week.  Ten different ARCP insiders—including...
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“Frozen fever” largely passed over my house.  As the father of two young boys, I’m a lot more likely to have Teenage Mutuant Ninja Turtles playing on my living room TV. Still, even my rowdy boys have watched Frozen a few times, and I’ve caught my wife singing Let It Go more than once.  Frozen is the...
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Remember, remember the Fifth of November, The Gunpowder Treason and Plot, I know of no reason Why the Gunpowder Treason Should ever be forgot. Guy Fawkes, Guy Fawkes, ’twas his intent To blow up the King and Parli’ment. Three-score barrels of powder below To prove old England’s overthrow; By God’s mercy he was catch’d With...
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