Breaking News
Get 50% Off 0
📈 Q2 Earnings Alert! Critical earnings dates you can't miss
See Calendar

Charles Sizemore

  • Analysis & Opinion

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...
Gold: Hedging For What, Exactly?
By Charles Sizemore - Feb 17, 20162
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...
Bill Ackman And Some Perspective On The Index Bubble
By Charles Sizemore - Feb 05, 2016
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...
Apple Is So Cheap; But Is It An Obvious Buy?
By Charles Sizemore - Feb 04, 20161
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...
Why Chipotle Is An Orphan Stock
By Charles Sizemore - Feb 04, 2016
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...
Is Apple The Next Altria?
By Charles Sizemore - Feb 01, 20161
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...
What’s David Einhorn Into?
By Charles Sizemore - Jan 27, 2016
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....
4th Quarter 2015 Letter To Investors
By Charles Sizemore - Jan 24, 2016
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...
7 Dividend Stocks That Have Suddenly Become Bargains
By Charles Sizemore - Jan 24, 20161
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...