I joined CNBC’s Bernie Lo to discuss Apple (AAPL) and IBM’s (IBM) announcement that they would be joining forces in the enterprise space. What does this move mean for Apple and its competitors?
We have a monthly issue due early next week, so this is going to be a short update. But we actually have quite a bit to discuss: We're buying one stock, selling another, and reexamining our Russian trade in light of the latest round of sanctions.
How can investors sift through all the news—much of which is simply noise—to find what’s really important, investable information? It’s a lot easier to do when you have a solid framework for your investing strategy, and you stick to it. So today I’ll give you my “cheat sheet” of criteria I use whenever I’m analyzing an investment, and that you can use to see whether your own holdings stand up to the test. Keeping those criteria in mind, in this month’s issue I have a new recommendation that taps into the rise of the world’s superwealthy.
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.