Sizemore Insights

By Charles Lewis Sizemore, CFA
I joined Peggy Tuck on Straight Talk Money this morning, and we had a blast applying the wisdom of baseball to investing. Hope  you have as much fun with it as we did.           
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I joined CNBC this evening to chat about Goldman Sach’s (GS) earnings miss. While the miss wasn’t that big (Goldman earned $5.15 per share vs. expectations of $5.33), this is the mighty Goldman Sachs we’re talking about. Goldman is the master of the universe, and it isn’t supposed to miss. So this had the effect of...
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I joined Peggy Tuck this morning on Straight Talk Money radio. First on the agenda: Some wise words from some of the smartest players on Wall Street:   And in the next segment… how does the U.S. government compare to America’s largest companies?        
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I joined Peggy Tuck and Ellias Stabinsky  on Straight Talk Money. First on the agenda, we talk about GDP growth and Netflix’s earnings release.   In the next segment, Ellias and I break down our respective strategies and explain what we look for in investments. Ellias runs a pure income portfolio using preferred stock, whereas I...
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I joined Chase Robertson and Peggy Tuck on Straight Talk Money yesterday, and we start out with a chat on global trade. Will a strengthening China and Europe help to push the U.S. economy to 3% growth or even better?   In the next segment, we talk about ValueAct’s decision to return cash to shareholders citing...
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