Charles Sizemore's Opinion & Analysis
A complete archive of Charles Sizemore's articles, including current analysis & opinion - Page 6
I joined CNBC’s Pauline Chiou Sunday evening to discuss the FANG stocks: Facebook (NASDAQ:FB), Amazon (NASDAQ:AMZN), Netflix (NASDAQ:NFLX) and Alphabet (NASDAQ:GOOGL), née Google.The...
Every quarter, 45 days after the end of each quarter, big institutional money managers are required to disclose the stocks they bought or sold during the quarter. This is the so-called “smart...
Well, they did it. British voters opted to leave the European Union and in the process, sent financial markets into a tailspin. But the biggest victim here would appear to be the British pound. The...
Well, they did it. Brits have voted to leave the European Union. Now what?I wrote last month that Brexit could take a wrecking ball to your portfolio. And judging by the carnage in the markets last...
Well, they did it. British voters decided to “declare their independence” from the European Union. But before we start talking in grand terms about self determination, there are some...
I wrote earlier this year that the 60/40 portfolio is dead. Well, rumors of its death were not greatly exaggerated. The 60/40 portfolio that served retired investors so well over the past 30 years is...
I gave my thoughts to CNBC’s Martin Soong on Microsoft Corporation (NASDAQ:MSFT) $26 billion takeover of LinkedIn (NYSE:LNKD).
While I am a long-time Microsoft (MSFT) bull, the company has a...
Hedge funds don’t get a lot of love these days. They’ve underperformed for years, and their fees — the standard is 2% of assets and 20% of profits — make them pariahs in the...
I like getting paid in cold, hard cash. And frankly, who doesn’t?But stock dividends are more than just a quarterly paycheck. They are a way of doing things. I would go so far as to argue that...
It didn’t get off to a good start. But 2016 is shaping up to be a fine year for the Dividend Growth portfolio.
Source: Sizemore Capital, Data as of June 3, 2016.
Through June 3, the Dividend...