I was on CNBC this week to discuss battered retailer JC Penney (JCP), commenting that the company “is on an express train to oblivion.” Activist investor Bill Ackman is widely blamed for running the company into the ground, and the criticism is justified.  Ackman installed former Apple (AAPL) retail guru Ron Johnson as CEO, and...Read More

I appeared on CNBC’s Capital Connection in Singapore this morning to discuss the Twitter IPO.   Suffice it to say, at 45 times trailing earnings, Twitter is highly speculative at current prices.  Could it go higher?  Abolutely.  But investors are pricing in a massive surge of revenue growth that may or may not materialize.  This...Read More

Last week, I spoke with Covestor’s Mike Tarsala to give my outlook for the rest of 2013. From Covestor’s Smarter Investing blog: “You can always talk your way out of investing,” Sizemore says. “The best antidote to that kind of thinking is to pick up a newspaper from a year ago. Look at the headlines...Read More

On my last trip to Baltimore, I sat down with InvestorPlace’s Alyssa Oursler to offer advice to young investors who are just getting started.  I shared some of the mistakes I made along the way–and they are legion!–and gave the single most important piece of advice I can give: start saving early. Every investor will...Read More

  On my recent trip to Baltimore, I sat down to chat with Jeff Reeves about “revolutionary” stocks, using streaming pioneer Netflix ($NFLX) as an example. Netflix has revolutionized media distribution.  It’s ironic, given that Netflix started as a mail-order DVD rental company, but Netflix’s streaming video service effectively killed the DVD as a format....Read More