This week the annual Electronic Entertainment Expo—or “E3” among gamers—kicks off, and all eyes are on Microsoft (MSFT) and Sony (SNE), makers of the Xbox One and PlayStation 4 game consoles, respectively.  The focus this year for Microsoft—which presented first—was on getting back to basics of gaming. In this latest battle in the “console war,”...Read More

Microsoft (MSFT) unveiled its Surface 3 tablet on Tuesday, and I joined CNBC’s Adam Bakhtiar to discuss what it might mean for Microsoft’s prospects.  The good news: It’s a fantastic product that blows the iPad out of the water.  The bad news: Given the slowdown in the growth of the tablet market, I fear it’s...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

From Jeff Reeves at The Slant: It was a rough Thursday for PC stocks Microsoft (NASDAQ:MSFT), Intel(NASDAQ:INTC), Hewlett-Packard (NYSE:HPQ) and the like. That’s because late Wednesday, IDC reported PC sales slid nearly 14% in the first quarter, well below the 7.7% decline that was expected and the worst drop since the firm began tracking the sector in 1994. Ouch. To add insult to...Read More

Back in December, I recommended that readers “watch their ash” when investing in tobacco stocks.  In their hunt for yield in a seemingly yield-less world, investors had bid the price of most tobacco stocks to levels that no longer made sense. Tobacco is a no-growth business and an industry in terminal decline.  As a case...Read More