November 2013 Portfolio Outlook

In the July issue of my newsletter, The Sizemore Investment Letter, I made three predictions for the remainder of 2013. Europe would come “back from the dead” and lead the U.S. market. Emerging markets would enter a new bull market. Income-oriented investments would recover from the beating they took during the summer “Taper Tantrum.” I […]

Wine shortage? Doesn’t matter. Liquor beats wine as an investment.

A wine shortage? Say it ain’t so. Alas, one might be upon us. Production has been falling since 2005, even while demand has held steady. The result has been a widening gap between supply and demand that gave us a shortfall of about 300 million cases last year, according to Morgan Stanley. The culprits? Rising […]

Daimler Firing on All Cylinders—And it’s Not Too Late to Buy

After one of the best market days this year on Thursday, my recommendation of Daimler (DDAIF) in the Best Stocks of 2013 contest finally popped above the 50% mark for the first time this year, including dividends. For a stodgy, old German automaker, that’s not a bad return at all.  It’s proof that you don’t […]

Is Apple Going the Way of Microsoft?

Apple’s (AAPL) share price has been on the rebound ever since Carl Icahn’s infamous tweet reignited interest in the company.  Still, the stock is down 30% from its all-time highs hit last year, and there is a general consensus that the company’s days of rapid growth are behind it. A common question I hear asked […]

October 2013 Portfolio Outlook

To everything there is a season.  After trailing the market for the first half of the year, the Sizemore Global Macro Portfolio has come roaring back with a vengeance.  According to returns data compiled by Covestor, the portfolio was up 17.0% in the 90 days to October 1 vs. a gain of 4.9% on the […]

Daimler and the Best Stocks of 2013

With one quarter left to go, the Best Stocks of 2013 contest is settling into a two-horse race. Daimler AG (DDAIF) is in the lead with a 48% year-to-date return including dividends. Rick Pendergraft’s pick Mylan (MYL) is still well within striking distance at 39%. With three months to go, this race is still far […]

Is the E-Cigarette Revolution Getting Stubbed Out?

Earlier this year, I asked if e-cigarettes would relight Big Tobacco’s prospects. My answer was an unequivocal “no.” Rather than being a durable growth business for Altria (MO), Reynolds American (RAI) or Lorillard (LO), e-cigarettes seem to be yet another way to help people stop smoking—a trendier version of a nicotine patch or Nicorette gum, […]

It’s Time to Buy China

In recent weeks, I’ve advocated buying European stocks and REITs.   I’m still wildly bullish on both, but today my attention is turning to emerging markets and specifically to China. I first mentioned China about a month ago, noting that Chinese stocks were cheap and that they had quietly been outperforming the S&P 500. Well, Chinese […]

Twitter IPO: It’s Exciting, But How Can You Profit?

This time last year, “social media” was an expletive in financial circles. The Facebook (FB) IPO had long since gone down in flames, as had other new technology IPOs like Groupon (GRPN) and Zynga (ZNGA). At this point last year, Facebook, Groupon and Zynga were off 55%, 83% and 85%, respectively, from their previous highs. […]

China Opening Its Telecom Market: Who Benefits?

China made news this week by announcing that it would allow censorship-free access to Facebook (FB), Twitter, and many Western news sites in its Shanghai Free-Trade Zone. Though China is still a long way from implementing anything resembling American freedom of speech, the fact that the government is loosening its grip on information at all […]