Author Archives: Chris Versace, Chief Investment Officer

About Chris Versace, Chief Investment Officer

I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."
Will Tax Cuts Translate into Consumer Spending & Business Investment?

Will Tax Cuts Translate into Consumer Spending & Business Investment?

By the time we close the week of Jan. 26, we should have pretty firm indications of the impact of tax reform on 2018 earnings expectations and soon after a clearer picture of where strategists see the S&P 500 going in 2018. In this week’s Monday Morning Kickoff we detail the earnings and economic data on tap this week that will help color in the lines of that picture.

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Is Diet Coke diluting and deluding itself with its latest move?

Given falling sales of soda, both the regular “sugary” kind as well as diet, Coca-Cola is once again trying to entice consumers with a new round of Diet Coke-branded beverages that will be available in the coming weeks. We’ve not tried them, and while we’re somewhat skeptical our preference for first-hand research means giving them a […]

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Once again Amazon expands its Dash program, removing shopping friction along the way

It used to be that if you ran out of laundry detergent, the dirty clothes would pile up. Those days may soon be over as Amazon (AMZN) is rolling out virtual  Dash buttons to third-party screens, like those now found on washing machines, dryers, dishwashers and other appliances. This further extends Amazon’s reach into the […]

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WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

2018 is off to a solid start and several positions on the Tematica Investing Select List are benefitting — as expected — from the announcements at CES 2018

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Rising consumer credit card debt to be a headwind to GDP in 2018

We are starting to get not only holiday sales results from the likes of Kohl’s (KSS) and others, but also December same-store-sales results from Tematica Investing Select List resident Costco Wholesale (COST) and its retail brethren. Thus far the results are positive and in some cases much better than expected, but when we see we […]

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