Charles Sizemore
Charles Sizemore (RSS)
Editor, The Sizemore Investment Letter

Charles Lewis Sizemore, CFA is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. He also serves as the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor.

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Recent Articles

France Needs Hollande to Keep His Word on Economic ‘Offensive’

May. 20, 2013, 10:47 am EDT – As France enters a triple-dip recession and the German economic engine stalls, is there any hope left for the eurozone? More 

Marijuana Stocks: None of Tobacco’s Sinful Qualities … Just Smoke

May. 14, 2013, 8:28 am EDT – The likes of Medical Marijuana Inc. and Cannabis Science are speculative plays without any of the same benefits of Big Tobacco. More 

Cautious Optimism Is the Latest News From Europe

May. 9, 2013, 8:00 am EDT – Europe is slowly coming back from the brink, and our analysis shows why the governments might finally be on the right track More 

What Is Buffett up to With DaVita?

May. 8, 2013, 10:00 am EDT – Berkshire Hathaway has a major investment in healthcare provider DaVita, and I can see why: stable growth and strong cashflow combined with a must-have product. More 

Microsoft Will Survive Its ‘New Coke’ Moment

May. 7, 2013, 1:21 pm EDT – Why do I love Microsoft? Because it can absorb a massive fundamental screw-up like its Windows 8 mea culpa and still keep plugging along. More 

Don’t Chase Visa or MasterCard Any Higher

May. 3, 2013, 12:49 pm EDT – The growth in credit cards is impressive and the profit margins are so high as to be absurd, but it's still not worth overpaying for V and MA given the rate of change in this space. More 

Warren Buffett’s Biggest Mistake

Apr. 30, 2013, 1:29 pm EDT – Warren Buffett has a reputation for being open about his strategies, successes and failures. But his worst investment might surprise you. More 

Can E-Cigarettes Relight Big Tobacco?

Apr. 30, 2013, 8:20 am EDT – E-cigarettes are hailed by some as the potential savior of Big Tobacco, but it's possible they'll be unable to offset slowing cigarette sales ... or worse, they might speed up tobacco's long-term decline. More 

VIDEO: The New Vice Stocks

Apr. 25, 2013, 7:00 am EDT – Soda and cigarettes might seem worlds apart, but soft drinks are increasingly being eyed by regulators, and growth is already slowing. More 

Coca-Cola Is the New Tobacco

Apr. 24, 2013, 9:10 am EDT – No one will confuse the sugary taste of cola and a cigarette drag, but from an investment standpoint, these products' makers are becoming increasingly similar. More