Charles Sizemore's Opinion & Analysis
A complete archive of Charles Sizemore's articles, including current analysis & opinion - Page 10
Well, it happened. Kinder Morgan (N:KMI) bowed to the inevitable and slashed its dividend by 75% after hours on Tuesday.Interestingly, KMI stock popped on Wednesday, as investors seemed genuinely...
Leave it to Warren Buffett to keep us guessing. The Oracle (N:ORCL) of Omaha just reported 8% stake in Seritage Growth Properties (N:SRG), a REIT spinoff of struggling old-line retailer Sears Holdings...
In a year in which the S&P 500 has ground sideways, stodgy, old Microsoft (O:MSFT) – the Big Tech company everyone used to love to hate – has quietly been hitting new 52-week highs and...
When it comes to investing, there are no bonus points for originality. Returns are returns, regardless of whether the trade was your idea or a hot tip from your brother in law.The good news is that...
Though we’re on opposite sides of the Kinder Morgan (N:KMI) tug of war, I find that the editors of Barron’s and myself tend to sing from the same songbook. We both tend to be contrarian...
Investing is one of those rare disciplines in which it really doesn’t pay to be original. This is money, not literature, and they don’t award Pulitzer Prizes for original work.You...
2015 Has Been The Year Of The 'FANGs'Investors have fixated on just a handful of glamorous tech stocks – Facebook (O:FB), Amazon (O:AMZN), Netflix (O:NFLX) and Google (O:GOOGL) (now Alphabet)...
Bill Ackman is known for having something of a nasty temper… and not responding well to criticism. His brawl with fellow hedgie Carl Icahn on live TV two years ago over Herbalife (N:HLF) might...
Forensic accountant John Del Vecchio likes to joke that he knows “where the bodies are buried” in the financial statements. In his line of work, you have to. John is a professional short...
What goes up must come down. Those were the words Sir Isaac Newton used to describe the forces of gravity. But more often than not, those words also can be used to describe high-flying momentum...