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Sizemore on CNBC: “Dell Wants to be IBM”

Charles Sizemore appeared on CNBC last night to discuss the Dell (Nasdaq:DELL) leveraged buyout. The $24.4 billion proposal to privatize U.S. technology giant Dell is part of founder Michael Dell’s efforts to transform the company into a ‘mini IBM’, said analysts, as the world’s third largest personal computer (PC) maker struggles to protect its market share […]

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Sizemore Capital February 2013 Model Commentary

2013 had one of the best Januaries in recent history, only to hit a rough patch in the first week of February.  Though the markets were due for a breather, events in Europe were the trigger. The two European countries most likely to cause the next phase of eurocrisis—Italy and Spain—both had potentially destabilizing political […]

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Fourth Quarter 2012 Letter to Investors

You can breathe now.  2012 has passed, and the world didn’t end.  And in fact, 2012 proved to be an excellent year for Sizemore Capital investors.  I am proud to announce that all of our model portfolios ended the year positive, and three of the four matched or outperformed the S&P 500. In another year […]

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