Archive by Author

On Straight Talk Money: A Conversation with a Short Seller

Earlier this week, Peggy Tuck and I interviewed short seller and forensic accountant John Del Vecchio. I call John the “Horatio Caine of finance” because he knows where the bodies are buried in the financial statements. We discuss what exactly short selling is and how it’s different in real life than how it might be […]

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Twitter Rumblings on the Retail Rout

Random musings on the meltdown in REIT prices: This is a bloodletting in triple-net REITs. $VER $O $NNN. — Charles Sizemore (@CharlesSizemore) May. 8 at 02:35 PM Glad to see $VER buying back shares. At current prices, that’s a better use of funds than buying pricey real estate: https://seekingalpha.com/pr/16832306-vereit-inc-announces-200-million-share-repurchase-program — Charles Sizemore (@CharlesSizemore) May. 15 […]

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On Straight Talk Money: A Cutthroat Battle In Men’s Razors

I joined Peggy Tuck today on Straight Talk Money. On the agenda? A cutthroat battle in men’s razors pitting Procter & Gamble (PG) against Unilever (UL). But the biggest lesson to be learned is that few competitive “moats” prove to be permanent. Warren Buffett was a major investor in razor blades and did well on […]

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On Straight Talk Money: Will Apple Be The First Trillion-Dollar Company?

I joined Peggy Tuck and Chase Robertson this morning on Straight Talk Money. First on the agenda, we discuss black swans. People who say they’re looking for black swans clearly don’t know what a black swan is. By definition they are unpredictable and unforeseen and can only be identified after the fact.   Up next […]

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Invest Like a Guru: How to Generate Higher Returns at Reduced Risk With Value Investing

I use the research site GuruFocus almost daily. It’s my go-to source for fundamental stock research, and the screeners and graphing tools alone would be well worth the subscription cost. So, I was thrilled to find out that GuruFocus founder Charlie Tian, PhD recently authored a book, Invest Like a Guru: How To Generate Higher […]

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10 Dividend Stocks That Will Deliver Double-Digit Returns Every Year

The following is an excerpt from 10 Dividend Stocks That Will Deliver Double-Digit Returns Every Year. Today we’re going to take a look at 10 dividend stocks that look like solid bets to generate double-digit total returns every year, or at least every year on average. A 10% annual return is obviously not get-rich-quick money. But […]

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Spring Cleaning Tips for Your Portfolio

  The following is an excerpt from a piece I wrote for InvestorPlace: 10 Spring Cleaning Tips for Your Portfolio I don’t personally do a lot in the way of spring cleaning. It seems that my wife actually takes pleasure in digging through my closet and throwing away clothes that have outlived their usefulness, so […]

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Lessons From the Greatest Hitter Who Ever Lived

Fun article here: Learning From the Greatest Hitter Who Ever Lived http://economyandmarkets.com/markets/investing/charles-sizemore-learning-greatest-hitter-ever-lived/ $STUDY — Charles Sizemore (@CharlesSizemore) May. 4 at 03:54 PM This article…

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On CNBC: Yum! Brands’ Growth All About Taco Bell

Yum! Brands’ (YUM) results were broadly positive, driven mostly by success at Taco Bell. EPS came in at 65 cents per share, about 8% higher than analysts’ estimates and up 17% from last year. Yum also beat revenue estimates, though by a smaller margin. Leading all of this was Taco Bell’s exceptionally strong performance, which […]

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Today on Straight Talk Money: Apple Earnings, Natural Gas Powered Cars and More

I joined Peggy Tuck on Straight Talk Money this morning to chat about Apple’s (AAPL) earnings, natural-gas-powered cars and more:       This article first appeared on Sizemore Insights as Today on Straight Talk Money: Apple Earnings, Natural Gas Powered Cars and More

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