Barron’s did an interview with Bond King Bill Gross in this weekend’s issue (see “Why Interest Rates Must Rise.”) While I find his incessant Fed bashing to be tiresome, Gross is still a living legend, and I take his views on market seriously. Here are a few nuggets from the interview I liked. On running...Read More

After looking dull for years, gold is finally sparkling again. With the market in convulsions and Fed Chair Janet Yellen broaching the possibility of negative interest rates, the yellow metal is up about 17% in 2016. Hey, I get it. People are scared. And justifiably so. Frankly, I’m a little scared about where all of...Read More

I gave my thoughts to Kyle Woodley for a recent article he wrote for US News and World Reports. Here is an excerpt: Dividend stocks are the bedrock for any long-term portfolio. That’s not news. If you’ve spent 30 minutes on any financial media website or Investing 101 primer, someone somewhere has assuredly told you...Read More

I tend to run a fairly concentrated portfolio at Sizemore Capital. My Dividend Growth portfolio – which is an income-focused long-only strategy – will generally have between 20 and 30 stocks at any given time. There is no particular “science” that goes into this number. It isn’t a magic number, and I haven’t run studies...Read More

The following is an excerpt from an article I originally wrote for InvestorPlace. There is nothing more dangerous than an “obvious” investment. Markets being what they are, by the time an investment “obviously” looks good, most of the good news is already priced in … and any whiff of less-than-perfect news can be enough to...Read More