CFA
Contributor's Links: Sizemore Insights

Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent 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 ... more

ALL CONTRIBUTIONS

Black Friday 2014: What Are Retailers Expecting
The holiday shopping season seems to start a little earlier every year.
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What Are The Masters Of The Universe Buying?
You should never blindly follow the investment moves of anyone—not even masters of the universe like Carl Icahn or George Soros.
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Dividend Smackdown: Microsoft Vs. ExxonMobil
Both stocks are monster dividend payers with long histories of rewarding their shareholders.
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This Week’s Sizemore Insights: Hunting For Global Value
Expensive markets are supposed to correct, and cheap markets are supposed to rally as both revert to their long-term averages.
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Big Tobacco Launches A “Safer” Cigarette. It Won’t Stem The Decline
RAI made headlines this week by announcing the planned launch of the Revo, a “safe” cigarette that heats tobacco rather than burning it. PM has a similar product in the works for sale overseas.
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Interview: The Evolution Of Retirement
Today, Americans look at retirement as an entitlement – a reward for a lifetime of hard work – but that wasn’t always the case.
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STOCKS I FOLLOW

AAPL Apple Inc.
ABEV AmBev
AMZN Amazon.com Inc.
ARCP American Realty Capital Properties, Inc.
AXP American Express Company
BBRY BlackBerry Ltd
BRAQ Global X Funds
CHIQ GLOBAL X CHINA CONSUMER ETF
CHL China Mobile Limited
COH Coach Inc.
DEO Diageo plc
DFS Discover Financial Services
DGS WisdomTree Emerging Markets Small Cap Dividend Fund
DIS The Walt Disney Company
DLN WisdomTree LargeCap Dividend Fund
DTD WisdomTree Total Dividend Fund
DVY iShares Dow Jones Select Dividend Index Fund
EBAY eBay Inc.
ECON EGSHARES EMERGING MARKETS CO
EWZ iShares MSCI Brazil Index Fund
FB Facebook Inc
FXI iShares FTSE/Xinhua China 25 Index Fund
GLD SPDR Gold Trust ETF
GM General Motors Company
GRPN Groupon Inc.
HCN Health Care REIT Inc.
HON Honeywell International Inc.
IBLN Direxion iBillionaire Index ETF Stock Quote & Summary Data Read more: http://www.nasdaq.com/symbol/ibln#ixzz3DX8gX5Am
INTC Intel Corporation
JNJ Johnson & Johnson
KMB Kimberly-Clark Corporation
KMI Kinder Morgan Inc.
KORS Michael Kors Holdings Limited
LNKD LinkedIn Corporation
LO Lorillard Inc.
LTC LTC Properties Inc.
MSFT Microsoft Corporation
MTNOY MTN GROUP LTD SP ADR
NFLX Netflix Inc.
NLY Annaly Capital Management Inc.
O Realty Income Corporation
ORCL Oracle Corporation
PEY PowerShares High Yield Equity Dividend Achievers Portfolio
PFM PowerShares Exchange-Traded Funds Trust
PM Philip Morris International Inc.
PSEC Prospect Capital Corporation
RAI Reynolds American Inc.
RSH RadioShack Corporation
RSX MARKET VECTORS RUS ETF
SBMRY SABMILLER PLC SP ADR
SDY SPDR S&P DIVIDEND IDX FD
SNE Sony Corporation
STZ Constellation Brands Inc.
TGT Target Corporation
TKC Turkcell Iletisim Hizmetleri A.S.
TRUE True Car, Inc.
TUR iShares MSCI Turkey Investable Market Index Fund
TWTR Twitter Inc
V Visa Inc.
VIG Vanguard Dividend Appreciation ETF
WBMD WebMD Health Corp
WHX Whiting USA Trust
WMT Wal-Mart Stores Inc.
YELP Yelp Inc.
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PERSONAL BLOG

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Work Experience

Chief Investment Officer
Sizemore Capital Management
March 2008 - Present (13 years 6 months)
Sizemore Capital is a money management and financial advisory firm specializing in retirement (IRAs, IRA rollovers) and education planning for families and family offices.
Investment Analyst / Portfolio Manager
Dent Investment Management
January 2004 - March 2010 (6 years 4 months)
Performed research and security selection for the Dent Tactical ETF (Ticker "DENT") and Dent Strategic Portfolio mutual fund and managed the funds' trading Crafted asset allocation and security selection strategies for managed accounts as member of Investment Committee (heavy use of Excel and Access for modeling and backtesting) Allocated individual client mutual fund portfolios and monitored performance (heavy use of Morningstar Principia portfolio management software)
Capital Markets Reporter
Investment International
August 2003 - June 2005 (1 year 11 months)
Wrote monthly market commentary on world equity and bond markets for Investment International magazine in London.

Education

London School of Economics and Political Science
MSc Finance and Accounting
2003 / 2004
Texas Christian University
Bachelor of Business Administration in Finance
1996 / 2000

Publications