Sizemore Insights

By Charles Lewis Sizemore, CFA
After rising more than 20% in three days, the Dow technically entered a new bull market. That doesn't mean the pain is over. A V-shaped recovery probably isn't realistic. The full economic impact of the lockdowns is still unknown.
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Jeff Middleswart of Behind the Numbers is one my favorite stock analysts. I’ve always been very impressed with the depth of his research and his understanding of complex accounting. At any rate, I was interested to see Jeff initiate coverage of EPR Properties (EPR) with a rating of “Buy.” An excerpt from his recent report: We...
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My colleague Bill Washinski compiled some data on the COVID-19 crisis and shared his thoughts. Enjoy! —Charles It’s hard to find anyone who does not have a take on COVID-19.  The impact is unprecedented. I never imagined living in a world that has seen countries implement nationwide quarantines.  Its impact on the world has been nothing...
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More news from EPR Properties (EPR): EPR Properties Provides Update Regarding the Impact of COVID-19 Announces $150 Million Share Repurchase ProgramKANSAS CITY, Mo. — March 24, 2020EPR Properties (EPR) a leading experiential net lease real estate investment trust, today provided the following update regarding the evolving impact of COVID-19.Company CEO Greg Silvers stated, “As we are...
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“Convince me why I shouldn’t buy junk bonds.” It wasn’t a challenge. My colleague Kyle was looking at some of the juicy yields on offer in high-yield bonds and was legitimately wondering why he shouldn’t load up his IRA with them. I’m not saying he shouldn’t. Junk bond yields really do look ripe for the picking...
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