Sizemore Insights

By Charles Lewis Sizemore, CFA
On its face, Apple (AAPL) might not seem like your typical “income stock.” For one, AAPL’s dividend yield hasn’t eclipsed 2.4% at any point in the past five years. And a long rally in Apple stock has driven its current yield to a mere 1%. Apple’s revenue stream has long been lumpy and overly dependent on the iPhone...
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"Sin stocks" in politically incorrect sectors like energy and tobacco can offer enticing dividend yields.
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High overhead costs can be the death of your business. Make it asset-light and -- importantly -- make it a business, not a job.
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First-time parent or new baby on the way? Be sure to max out your 401k or IRA before investing in a college plan.
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If you're self employed and already maxing out your 401k plan, a one-man pension might be for you.
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