Sizemore Insights

By Charles Lewis Sizemore, CFA
Mike Burry is the smartest investor you’ve never heard of. Well, I say that. If you saw the movie The Big Short, you’ve heard of him. Burry was the eccentric hedge fund manager played by Christian Bale and one of the select few people that both saw the 2008 mortgage crisis coming and managed to profit...
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If you’re on track to max out your 401(k) this year, congratulations! You’re building your next egg while sticking it to the tax man. Pat yourself on the back! But before I go any further, let’s make sure we’re on the same page. I’ve chatted with dozens of people who told me with a straight face...
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The following first appeared on Kiplinger’s as 25 Stocks Every Retiree Should Own. Retirement is a major life milestone, eclipsed only by marriage or the birth of your first child in terms of financial impact. For many, it’s an exhilarating leap into the unknown. In your working years, you can take investing setbacks in stride, as...
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The following first appeared on Kiplinger’s as 11 Stocks to Buy That Prove Boring Is Beautiful. Stocks aren’t all that different than cars, in some ways. Sure, the Ferrari is a lot of fun to drive, and you look cool sitting behind the wheel. But it’s also going to cost you a fortune, and high-performance cars...
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The following first appeared on Kiplinger’s as 13 High-Yield Dividend Stocks to Watch High-yield dividend stocks have gained even more allure lately in the face of shrinking bond yields. However, while a handful are ready buys right now, several more sport alluring yields – at least 5%, and up into the double digits – but need...
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