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…."
Thematic Reads: Week of January 20, 2020

Thematic Reads: Week of January 20, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment

 


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.

 


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.

 



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • After the 2019 year-end holidays, Tematica’s Lenore Hawkins decided to get herself a late Christmas present of the reMarkable tablet, and to put it mildly, she is loving it!. As an avid notetaker and a chronic traveler, this device is utterly perfect. First off, the sensation really is as close to writing on paper as possible, but it is even a wee bit better as rather than using an eraser when my handwriting inexplicably goes off the rails, a simple tap on “undo” and that wayward writing never even happened. Notes can be organized into notebooks and folders, all are synced in the cloud, and for those who are so inclined, it can translate written notes into typed text. The wonderful device allows the obsessive note-taker to have all their notes with them, wherever they go, while only taking along one very light device. It also allows for annotation of PDF documents, what more could one want? Lenore sums it up this way, “This one is definitely a winner for me.”.
Thematic Reads: Week of January  13, 2020

Thematic Reads: Week of January 13, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

Feel Secure With This Big Special Dividend

Feel Secure With This Big Special Dividend

This cybersecurity company will likely draw you in with its special $12 dividend, and then keep you for a while.

In the last few days, NortonLifeLock (NLOK), the company formerly known as Symantec before selling its enterprise business to Broadcom (AVGO), announced a $12 per share special dividend. Before discussing that eye-popping special dividend, let’s touch on what the “new” Norton Lifelock is — its remaining business is “dedicated to helping secure the devices, identities, online privacy, and home and family needs” for consumers. Needless to say, as the above connectivity expansion occurs and the number of vulnerable access points increase, in my view, Norton’s business will have a long-term tailwind behind it, especially as data privacy becomes a key issue following the European Union’s General Data Protection Regulation and similar laws that are developing in the U.S., including the California Consumer Privacy Act.

Circling back to the $12 per share special dividend…

Read more here

Disclosure: At the time of publication, NLOK shares were a constituent in the Foxberry Tematica Research Cybersecurity & Data Privacy Index.C

Thematic Reads: Week of January 6, 2020

Thematic Reads: Week of January 6, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • As we move deeper into 2020, and in some cases face cool to cold temperatures, we are thoroughly enjoying the ease and flavor associated with Nespresso, especially in those early morning hours as we assemble the Daily Markets note for Nasdaq. If you’re new to Nespresso, we’d recommend at least starting with Cosi.
Daily Markets: Bull Market May Have Met Its Bear

Daily Markets: Bull Market May Have Met Its Bear

The seemingly unstoppable upward movement of equity markets may have met its match last night. Yesterday, the first day of trading in 2020, saw the Nasdaq 100 rise 1.6%, the Nasdaq Composite gain 1.3%, the Dow 1.2%, and the S&P 500 0.8% driven in large part by the news that China’s central bank cut reserve requirements, unleashing a material level of liquidity.

This morning things have changed. US equity futures are in the red on the news that General Qassim Soleimani, Iran’s top commander who led a special forces unit of Iran’s elite Revolutionary Guards and has been a key figure in Middle East politics, was killed by a US drone strike in Baghdad. As we warned in yesterday’s piece, this comes after a New Year’s Eve attack by Iran-backed militias on the US Embassy in Baghdad. The Defense Department’s statement, issued last night at 10 pm ET, can be read here, and a response on Twitter from Iran’s Foreign Minister Mohammad Javad Zarif is here.

This could get very ugly.

Read more here

I’m Ringing in 2020 With This Smartphone-Powering Stock

I’m Ringing in 2020 With This Smartphone-Powering Stock

As 5G fires up across the nation and beyond, this chip-maker will likely be called on to let phones connect to new and old generations of networks.

As the smartphone market has matured, it has become increasingly tied to replacement demand.

Look at these statistics: As of December 2019, there are 5.175 billion unique mobile subscribers across the globe, according to the Global System for Mobile Communications, or GSM Association. As surprising as it may sound, the last big quarter for smartphone shipments was the fourth one in 2016. So, despite the seasonal pattern for stronger smartphone sales in the back half of the year, the 1.4 billion units shipped in 2018 was relatively unchanged year-over-year. Prospects for shipments in 2019 also point to modest growth year-over-year.  

As we move through 2020, mobile operators will light up their next generation 5G networks that will likely be…

Read more here 

3 Boomer-Inspired Drug Plays With Dividend Appeal

3 Boomer-Inspired Drug Plays With Dividend Appeal

Bristol-Myers Squibb, Amgen and Abbott Labs all recently raised their dividends and should prosper amid the aging population.

One of my investment themes, as I look for structural changes tied to the evolving economic, demographic, technological and psychographic landscapes, is the Aging of the Population. It’s no secret that several countries are experiencing a demographic shift in their populations that skews older. Here in the U.S., the first baby boomers started turning 70 in 2016, but in the coming years, the percentage of the U.S. population that is 65 years or older will explode.

By 2030, all baby boomers will be older than age 65. This will expand the size of the older population so that one in every five residents will be retirement age. At the same time, we are living longer, with the most recent data published by the Census Bureau showing average U.S. life expectancy rose to 78.6 years in 2017, up from 68 years in 1950. According to data published by Care Patrol, which focuses on safer senior living, by 2020 roughly 15 million of the elderly population in the U.S. will have some form of disability and by 2030, “more than 6 of every 10 boomers will manage more than one chronic condition.”

More people living longer is a development that will give rise to greater and in some ways different demands…

Read more here 

Thematic Reads: Week of December 16, 2019

Thematic Reads: Week of December 16, 2019

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • As we get ready for the Christmas break that see Thematic Reads returning on Jan. 2, we wish all a very Merry Christmas, Happy Holidays and all the best as you ring in 2020. Thanks to Spotify and its list of “100 Greatest Christmas Songs Ever” to help everyone get into the holiday spirit! See you in 2020!