Charles Lewis Sizemore
Chief Investment Officer, Sizemore Capital Managaement LLC
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.
Need Yield? Try These 5 Best BDCs for 2021
dividend stocks
Need Yield? Try These 5 Best BDCs for 2021
Business development companies (BDCs) are a small but high-yielding industry that effectively acts as private equity for the common man.
January 11, 2021
7 High-Yield MLPs to Buy as Oil Prices Climb
stocks
7 High-Yield MLPs to Buy as Oil Prices Climb
After close of a decade of uninterrupted bull market, it’s hard to find many stocks that truly qualify as cheap today.
May 8, 2018
This Market Indicator Suggests a Continued Bull Market
investing
This Market Indicator Suggests a Continued Bull Market
There’s not a lot of enthusiasm for trading with borrowed money, despite low interest rates. That’s a contrarian bullish sign.
October 3, 2017
Why Google and Facebook Get No Love from the Big Money
investing
Why Google and Facebook Get No Love from the Big Money
Neither company has been particularly friendly to dividend investors. And managers and activists know their votes hardly matter.
October 3, 2017
Advice to the Powerball Winner: Think About an Endowment
investing
Advice to the Powerball Winner: Think About an Endowment
You’ll be supporting worthwhile causes that are important to you, and getting a nice tax break.
August 24, 2017
A Grumpy Old Man’s Guide to 401(k) Investing
retirement
A Grumpy Old Man’s Guide to 401(k) Investing
It’s tough-love time: If you’re lucky enough to have a 401(k) plan, and you’re not filling it to the max, you’re making a rookie mistake.
February 2, 2017
How the Rich Can Save $100,000 Tax-Free for Retirement Every Year
retirement
How the Rich Can Save $100,000 Tax-Free for Retirement Every Year
Pensions are dead, right? Not if you are self-employed with cash to sock away.
February 2, 2016
What Are the Hedge Fund Masters of the Universe Buying?
investing
What Are the Hedge Fund Masters of the Universe Buying?
Here are five stocks that I think are worth a look. See if you agree with me.
December 30, 2015
Pump Up Your 401(k) Now
investing
Pump Up Your 401(k) Now
You’re not on track to hit the $18,000 maximum contribution limit? Here’s how to max out before the end of the year.
October 16, 2015
Great Value Sectors for Dividend Growth Investors
investing
Great Value Sectors for Dividend Growth Investors
My firm's Dividend Growth portfolio combines solid dividend-paying stocks with unique value opportunities slightly out of the mainstream. Have a look.
September 22, 2015
10 Market Predictions for the Rest of 2015
investing
10 Market Predictions for the Rest of 2015
Bond yields will end the year lower, REITs will rally, oil prices will find a bottom, but there’s more trouble ahead for Chinese stocks.
September 21, 2015
3 Core Dividend Stocks for Retirement
retirement
3 Core Dividend Stocks for Retirement
I like the Golden Arches, a REIT, and a company that has increased its dividend every year for 42 years. Take a look.
July 23, 2015
Beware the Boom in Stock Buybacks
investing
Beware the Boom in Stock Buybacks
They can mask transfers of wealth away from shareholders.
June 26, 2015