Sizemore Insights

By Charles Lewis Sizemore, CFA
This is part one of a two-part article that originally appeared on Kiplinger. See also “10 Best Stocks to Buy If Joe Biden Wins the Presidency.” It’s best to leave your politics at the door when investing. No matter how much you like or dislike the man in the White House, presidential policies generally matter a...
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The following article first appeared on Kiplinger. At some point in almost every investor’s life, they’ll be alerted to the fact that they’re collecting “qualified dividends.” That inevitably prompts the natural question: What are qualified dividends? Ultimately, the importance of this distinction has to do with how you’re taxed on your dividends. The tax rate on qualified dividends is 15%...
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High dividend yields are seductive. They can also be a siren song for income investors who buy in, only to get crushed when the high yields prove to be a value trap. Of course, not all high yields are a warning sign, and I regularly recommend high-yielders. Oftentimes, though, a huge dividend is one that’s about to...
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Around the office, people know me as the “income guy.” A large share of my investment research is geared toward generating money you can use now. Capital gains (aka rising stock prices) are ultimately outside of your control. Stocks tend to rise over time, or at least they have up until now. But you can’t make stock prices...
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Today, we’ll cover one of my favorite long-term dividend stocks: National Retail Properties (NNN). National Retail is a real estate investment trust focused on single-tenant, stand-alone retail properties. The COVID-19 pandemic has hammered REITs — particularly those focused on retail. Many retail tenants had to close their doors in the second quarter. Foot traffic and sales...
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