
Charles Lewis Sizemore, CFA
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, 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, GuruFocus and MarketWatch.
He holds a master's degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Charles lives with his wife Maria Jose and three children – Charles, Ian and Gabriela – and enjoys regularly traveling to his wife's native Peru.
Latest articles by Charles Lewis Sizemore, CFA
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7 Best Commodity Stocks to Play the Coming Boom
commodities These seven commodity stocks are poised to take advantage of a unique confluence of events. Just mind the volatility.
By Charles Lewis Sizemore, CFA Published
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10 Terrific Retirement Funds That Tackle Every Need
mutual funds Retirees and those nearing the end of their careers must consider growth, income and safety for their investments. Here are 10 mutual funds and ETFs that keep those requirements in mind.
By Charles Lewis Sizemore, CFA Published
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How to Go to Cash
investing What exactly does it mean to 'go to cash,' and what should you do once you have?
By Charles Lewis Sizemore, CFA Published
investing -
The Best and Worst Presidents (According to the Stock Market)
Markets Which American presidents oversaw the best stock market performances? Just for grins, let's see what a 'stock market Mount Rushmore' might look like.
By Charles Lewis Sizemore, CFA Published
Markets -
13 Best Infrastructure Stocks for America's Big Building Spend
stocks to buy These 13 infrastructure stocks represent several themes that could enjoy a boost now that America's $1.2 trillion infrastructure bill has become law.
By Charles Lewis Sizemore, CFA Published
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7 Best Ways to Play the Reflation Trade
stocks to buy The market is in the early stages of what appears to be a rotation into reflation-friendly stocks. Here are seven ways to play this shift.
By Charles Lewis Sizemore, CFA Published
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What Exactly Is a Short Squeeze?
investing A short squeeze is a quick path to getting a lot of juice out of a stock. We explain the phenomenon, and the short selling that fuels it.
By Charles Lewis Sizemore, CFA Published
investing -
20 Best Stocks to Buy for the Joe Biden Presidency
stocks to buy We examine 20 of the best stocks to buy to take advantage of President Joe Biden's existing and expected policy initiatives.
By Charles Lewis Sizemore, CFA Published
stocks to buy -
16 of the Most Popular Stocks Among Millennials
stocks We look at 16 of the most popular stocks among Millennials that have really captured widespread attention over the past few months.
By Charles Lewis Sizemore, CFA Published
stocks -
A Conversation with a Short Seller
Markets Short seller David Tice, new CIO of AdvisorShares Ranger Equity Bear ETF (HDGE), discusses short opportunities in a post-COVID world.
By Charles Lewis Sizemore, CFA Published
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20 of Wall Street’s Newest Dividend Stocks
dividend stocks Many companies have cut or killed their cash distributions in 2020, but these new dividend stocks have either started or kept up freshly initiated payouts.
By Charles Lewis Sizemore, CFA Published
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11 Emerging-Markets Stocks Showing Signs of Life
Foreign Stocks & Emerging Markets Emerging-markets stocks have broadly struggled in 2020, but like their U.S. counterparts, they're showing plenty of heart now.
By Charles Lewis Sizemore, CFA Published
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Bitcoin Halving: What Does It Mean for Investors?
Technology 'Mining' for this cryptocurrency just became a lot more expensive
By Charles Lewis Sizemore, CFA Published
Technology -
The Fed Is Buying ETFs. Now What?
ETFs The Federal Reserve's plan to hoover up $750 billion in bond funds could have some serious long-term consquences.
By Charles Lewis Sizemore, CFA Published
ETFs -
The 10 Best Chinese Stocks You Can Buy
Foreign Stocks & Emerging Markets China is long past the 'smokestack' stage of development. The best Chinese stocks to buy now are firmly planted in the technology of tomorrow.
By Charles Lewis Sizemore, CFA Published
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How to Invest in Oil Right Now
stocks Regular 25% swings in crude? Negative oil? Here's how to tackle this chaotic period for energy commodities.
By Charles Lewis Sizemore, CFA Published
stocks -
7 Stock Picks That Analysts Are Actually Upgrading Now
stocks The stock market is a mess of bearishness and volatility right now.
By Charles Lewis Sizemore, CFA Published
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How to Invest in This Bear Market
Markets
By Charles Lewis Sizemore, CFA Published
Markets -
The 11 Best (And 11 Worst) Stocks of the 11-Year Bull Market
stocks The 11-year bull market has created a host of winners returning 5,000% or more, but many stocks have not been so lucky. Here are the 2009-20 bull market's best and worst stocks.
By Charles Lewis Sizemore, CFA Published
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11 Defensive Dividend Stocks for Riding Out the Storm
stocks
By Charles Lewis Sizemore, CFA Published
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7 Dividend-Rich Sin Stocks to Buy Now
stocks Pop culture has always loved the bad boy.
By Charles Lewis Sizemore, CFA Published
stocks -
Apple Stock: The Dividend Investor's Guide
investing As AAPL dedicates increasing sums of cash to its dividend, does it belong in buy-and-hold income portfolios?
By Charles Lewis Sizemore, CFA Published
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5 REITs You Can Buy and Hold for Decades
REITs When it comes to your investments, a decade is a long time.
By Charles Lewis Sizemore, CFA Published
REITs -
10 Emerging-Markets Stocks That Will Survive the Trade War
Foreign Stocks & Emerging Markets The old saying goes: When America sneezes, the world catches a cold.
By Charles Lewis Sizemore, CFA Published
Foreign Stocks & Emerging Markets