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

DoJ Shoots Down Constellation Brands’ Shooting Star

Feb. 1, 2013, 11:42 am EDT – The torpedoing of the Modelo-Bud merger has deprived Constellation Brands of a much-needed shot in the arm. More 

Diageo Sitting on the Cusp of a Whisky Boom

Jan. 31, 2013, 6:45 am EDT – A distillery boom under way in Scotland shows the strength of the Scotch boom -- a promising sign for Diageo, one of the best names in the business. More 

BB10 Will Stall — Not Stop — RIMM Bears

Jan. 22, 2013, 11:39 am EDT – Nimble short-term investors could have some fun with Research In Motion, but long-term investors should brush aside the BB10 hype and look elsewhere. More 

What Happens If Hugo Chavez Croaks?

Jan. 16, 2013, 8:33 am EDT – Should the Venezuelan president's health take a fatal turn for the worse, you should keep one eye on Cuba and global oil prices ... but you probably don't need two. More 

American Express Is Going Slumming

Jan. 15, 2013, 10:28 am EDT – American Express' travel division layoffs are the latest reason to worry that the high-end credit-card company is losing its way in a changing market. More 

Lesson Learned: Wait Before Lighting That Victory Cigar

Jan. 14, 2013, 7:15 am EDT – A last-minute surprise ending to a 2012 stock-picking contest was a frustrating reminder of three important investing lessons. More 

A Hangover Is Looming for Hard-Partying Booze Stocks

Jan. 10, 2013, 11:46 am EDT – 2012 was the party to end all parties for booze stocks. But with prices reflecting buyouts that just aren't coming, 2013 could be rough for BEAM, BF.B and others. More 

McDonald’s: Nothing Novel (And That’s OK!)

Jan. 10, 2013, 10:52 am EDT – As its Mighty Wings illustrate, McDonald's is like Microsoft in that it doesn't create -- it just copies and institutionalizes. But more often than not, it works. More 

My Favorite Tobacco Stock Is … Intel?

Jan. 8, 2013, 10:33 am EDT – Sure, INTC sells semiconductors, not smokes ... but the unassailable moat and huge dividends sure smell like Big Tobacco. More 

Make Dividend Achievers a Core Holding in 2013

Jan. 6, 2013, 9:00 am EDT – Dividend stocks, mutual funds and ETF's are a very good place to start looking for yield and appreciation into 2013. Here's a head start for investors. More