Then there are the other paramedics, played by John Goodman, Tom Sizemore, and Ving Rhames.
Sizemore Insights readers know that I have been a Big Tobacco fan for a long time.
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In fact, Diageo has been a core holding of the Sizemore Investment Letter for years for this very reason.
Her biggest film acting credit appears to be in Tom Sizemore's "Swindle, " a 2002 crime thriller, according to the IMDb.
This was my rationale for recommending Heineken in the Sizemore Investment Letter and why I continue to hold it today.
With all of this in mind, Sizemore Capital intends to continue its focus on income-producing securities such as dividend-paying stocks.
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Dividend-paying stocks were a major investment theme for Sizemore Capital in 2012.
Disclosures: Sizemore Capital is long AMJ in its Strategic Growth Allocation.
Like Heineken, Diageo is a core holding in Sizemore Capital portfolios as a long-term play on the rise of the emerging market consumer.
Charles Sizemore is the editor of The Sizemore Investment Letter.
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Disclosures: Sizemore Capital is long DDAIF, INTC, SAN, TKC, and TWO.
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Heineken is a long-term recommendation of the Sizemore Investment Letter precisely because of its exposure to emerging markets and specifically to Africa, the next great growth market.
In the Covestor Sizemore Investment Letter Model , I took positions in Spanish banking giants Banco Santander (NYSE: SAN) and BBVA (NYSE:BBVA), and my timing on these trades was better.
If you already own Diageo and you have a long time horizon (and Sizemore Capital does own Diageo in some client accounts), I think it is reasonable to hold on and reinvest your dividends.
Disclosures: Sizemore Capital is long MSFT and INTC.
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Had you tuned in during the first month, our expert panel would have alerted you to the impending demise of Brian Fuentes, Grady Sizemore and Carlos Pena, as well as the rise of Aubrey Huff, Colby Lewis and Mat Latos.
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Disclosures: Sizemore Capital is long MO.
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Disclosures: Sizemore Capital is long TUR.
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