December 5, 2013 on Fox Business: J.C. Penney faces an uphill battle for survival after a series of CEO debacles. Can Mike Ullman save the company who at one time was on the cutting edge of catalog sales? Or is it all too little, too late?
The holidays are here again, and so are inane expressions like "Santa Claus rally" and market supersitions. My advice? Ignore the nonsense, and focus on investable macro themes. In this update, I'll share how our portfolio is doing and where I see future opportunity.
We have a lot to cover this month. I have two great new recommendations that fit nicely into our macro themes, updates on some of our existing holdings, and a look at what's trending around the world, including an ingenious experimental delivery method for your holiday packages. But before I get into that, I want to say a few words about the broad market and stock valuations.
Charles Lewis Sizemore, CFA, founder and editor of Macro Trend Investor, is dedicated to finding superior investments backed by powerful macro trends—before you hear about them on the nightly news or read about them in the newspaper or on the Internet. He has been a repeat guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal and The Washington Post and is a frequent contributor to Forbes Moneybuilder and InvestorPlace.com.