Charles Sizemore's Opinion & Analysis
A complete archive of Charles Sizemore's articles, including current analysis & opinion - Page 8
Midstream oil and gas pipeline MLPs have been just about the most despised asset class in recent memory. Yet they just got a major shot in the arm from two legendary investors, Warren Buffett and...
After looking dull for years, gold is finally sparkling again. With the market in convulsions and Fed Chair Janet Yellen broaching the possibility of negative interest rates, the yellow metal is up...
He’s often controversial… and usually pretty brash. But Pershing Square’s Bill Ackman is also usually quite insightful. He’s been at this game a long time, and he’s had...
There is nothing more dangerous than an “obvious” investment. Markets being what they are, by the time an investment “obviously” looks good, most of the good news is already...
I gave my thoughts to on Chipotle (N:CMG) to Kyle Woodley for a story he wrote for US News and World Report. Chipotle is a great company and one of the great growth stories of the past decade. But...
It’s nice to see some level-headed analysis of…well…just about anything these days. Apple (O:AAPL) has taken its lumps over the past six months as investors fret that the company...
Greenlight Capital’s David Einhorn made a splash this week by seeking a seat on the board of troubled solar company Sunedison (N:SUNE). SunEdison’s stock is down nearly 90% since July,...
It seems that bond king Jeffrey Gundlach and I are reading from the same playbook. In the Barron’s Roundtable, he made his case for deeply-discounted closed-end bond funds and mortgage REITs....
I wasn’t sad to see 2015 end. It was called “the year that nothing worked.” And while that’s not entirely true – if you happened to be long the “FANG” stocks...
Bear markets aren’t a lot of fun to live through. In fact, I’m actually losing a little sleep over the current one. For whatever reason, this bear market just feels nastier than some of...