The following is an excerpt from With the US Economy in a Deep Freeze, Is There Value in the REIT Wreck? REITs are normally a quiet corner of the market. Because they tend to pay high dividends, they’re a favorite of income-starved retirees. Well, I’m not speaking in hyperbole when I say they got their...Read More

Here’s a fun article by my colleague Bill Washinski to take your mind off of the coronavirus crisis for a while. Enjoy! — Charles When Star Trek the Next Generation (“TNG”) first came on the air in 1987, it had high hopes and big shoes to fill from the original Star Trek.  It also had...Read More

Macquarie Infrastructure eliminated its dividend yesterday. Shares are now undervalued by at least 50%. The company owns real assets that generate real cash flows. This article first appeared on Sizemore Insights as Macquarie Infrastructure (MIC) Post-Dividend CutRead More

The following is an excerpt from a piece first published on Money & Markets. I’m the first to admit I don’t know what happens next to stock prices. You could make a credible case that, while the economy might be in for its worst recession since the 1930’s Great Depression, the S&P 500 could hit new all-time highs by year’s end...Read More

I was recently quote by Vice’s Geoff Dembicki in “The Billionaires, Dollar Stores and Soup Companies Cashing in on Coronavirus.” Here’s an excerpt: There is no disputing that the coronavirus is a social and economic catastrophe—as many as 47 million Americans could lose their jobs amid a crash some experts fear could rival the Great Depression....Read More

As you know, we discontinued production of my Peak Income and Peak Profits newsletters. In the age of Covid-19, there’s a lot of disruption to go around. That said, I’m staying busy. If you’d like to know about some other projects I’m working on, please email me at info@charlessizemore.com or fill in the form below....Read More

The following first appeared on InvestorPlace. As I sit down to write this, my pick in InvestorPlace.com’s Best Stocks for 2020 contest — pipeline giant Energy Transfer (NYSE:ET) — is smack-dab in last place and nursing losses of over 60%. I’m not too thrilled about that, as you might imagine. But we’ve been here before. In the Best Stocks for...Read More

I’ll spare you yet another “Business Continuity Plan” email. You’ve no doubt gotten dozens of those by know from everyone from your banker to the local donut shop. You don’t need another one from me. That said, the Covid-19 lockdowns have been an interesting experience in seeing an business continuity plan in action. It’s nice...Read More

After rising more than 20% in three days, the Dow technically entered a new bull market. That doesn't mean the pain is over. A V-shaped recovery probably isn't realistic. The full economic impact of the lockdowns is still unknown. This article first appeared on Sizemore Insights as Is the Bear Market Over?Read More

Jeff Middleswart of Behind the Numbers is one my favorite stock analysts. I’ve always been very impressed with the depth of his research and his understanding of complex accounting. At any rate, I was interested to see Jeff initiate coverage of EPR Properties (EPR) with a rating of “Buy.” An excerpt from his recent report:...Read More