The following is an excerpt from The 10 Best Stocks to Invest In for No-Doubt Dividends, originally published on Kiplinger’s. The legendary George Soros would reportedly reshuffle his portfolio whenever he would get back spasms. Whether it was his subconscious mind’s way of telling him he needed to make portfolio changes… or simply ridiculous superstition… Soros...Read More
I joined Peggy Tuck and Chase Robertson this morning on Straight Talk Money. In the first segment, we focus on earnings beats by Boeing (BA), Twitter (TWTR), Blackstone (BX) and others. In the next segment, we confront the elephant in the room: bond yields! With the 10-year Treasury note now yielding more than 3%, should...Read More
The following is an excerpt from a presentation I gave this week: [embeddoc url=”https://charlessizemore.com/wp-content/uploads/2018/04/Presentation.pptx” viewer=”microsoft”] Read More
Growth stocks — and specifically large-cap tech stocks led by the FAANGs — have utterly crushed value stocks of late. It’s been the dominant theme of the past five years. Even the first quarter of 2018, which saw Facebook engulfed in a privacy scandal, saw growth outperform value. Value stocks in general underperformed, and the cheapest...Read More
