Charles Sizemore's Opinion & Analysis
A complete archive of Charles Sizemore's articles, including current analysis & opinion.
Mike Burry is the smartest investor you’ve never heard of.
Well, I say that. If you saw the movie The Big Short, you’ve heard of him. Burry was the eccentric hedge fund manager played by...
The late Sir John Templeton once commented that “the four most expensive words in the English language are ‘this time it’s different.’”No truer words have ever been...
The following is an excerpt from Best Stocks for 2019: LyondellBasell Is Set for a Strong Second QuarterAs we near the end of the first quarter, the competition is fierce in InvestorPlace’s Best...
I’m old school, and I like my dividends.Yes, I know. I’m being hopelessly stodgy. Dividends are almost inconsequential these days compared to the returns realized from rising stock prices....
One word: Plastics. There’s a great future in plastics. Movie buffs will recognize that line from the 1967 classic The Graduate, starring Dustin Hoffman. But it’s just as relevant today as...
Perhaps we should all give thanks that the market was closed for Thanksgiving. It gave us a chance to recover from quite a beating – and for some, time to wish for a “Santa Claus...
Most think of it as the “bull market in everything.” But the past decade has been anything but a bull market for my favorite sector.In fact, prices today are sitting at 2006 levels and...
A 14% return is nothing to be ashamed of in a year where the S&P 500 is up only 8%. Yet it looks awfully meager when my competition in the Best Stocks contest is up 144%.As I write, blue-chip...
I’ll be blunt: I hate AT&T.But before you chime in with an enthusiastic “me too,” I’m not referring to AT&T’s mobile phone service or home internet service (both...
Rumors are circling that Walmart (NYSE:WMT) might be acquiring Humana (NYSE:HUM) or, at the very least, deepening its partnership with the health insurer.I have my own thoughts on the matter. As I...