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Microsoft
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,”...
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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...
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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...
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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...
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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...
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