Activist investor Carl Icahn has known to… ahem… talk his book. He’s been known to talk it quite loudly in fact. If “scream your book” was an expression, that would be an accurate description of what Carl Icahn does. So, we should probably take Mr. Icahn’s public love affair with Apple (AAPL) with a large...Read More

Carl Icahn is at it again.  After successfully lobbying (some might say “bullying”) Apple (AAPL) into aggressively repurchasing its undervalued stock, Carl Icahn penned another open letter to Apple CEO Tim Cook advocating more of the same, to “accelerate and increase the magnitude of share repurchase.”  By Icahn’s calculations, Apple is worth at least $203...Read More

Watch Charles discuss EBay’s (Nasdaq:$EBAY) earnings, the future of mobile payments, and Apple’s (Nasdaq:$AAPL) transition to an income-focused value stock on CNBC’s Asia Squawk Box. Can’t view the embedded media player? See Apple Looking a Lot Like Microsoft Charles Lewis Sizemore, CFA, is chief investment officer of the investment firm Sizemore Capital Management and the author...Read More

Last week, I suggested that Microsoft ($MSFT) would be the ultimate winner in the long war for dominance of the smartphone and tablet markets. Though Apple ($AAPL) dominates today, it has no real defensible “moats” that would prevent an aggressive competitor from muscling in on its turf.  Consumers are notoriously fickle, and there is little...Read More

Apple ($AAPL) is getting most of the attention this morning due to its earnings release late yesterday.  Two weeks ago, I asked “Is it time to dump Apple,” and I think the answer is increasingly “yes.”  Though the company remains wildly profitable, earnings missed estimates this quarter, and there is a sneaking realization that Apple’s...Read More