Currently, we are dealing with a market that is seesawing around as it attempts to come to grips with slowing growth expectations, even though oil prices have continued to inch higher. But even more uncertainty is on the horizon. Looking ahead, there are a growing number of unknowns in the market, ranging from:

• The Brexit vote
• Prospects of the Fed boosting rates in June
• Aggressive growth expectations in the back half of 2016
• And the chaos of the 2016 presidential election

Taken alone, any one of these uncertainties is enough to jostle the market around. When combined, they have enough boom to take the wind out of the sails of the recent market rally. As the stock market remains choppy, with mounting uncertainties to be had, we continue to follow our thematic strategy, adding positions prudently only when the time is right.

In this week’s edition of Tematica Investing:

• We are issuing a Buy on Foods with Integrity play Chipotle Mexican Grill (CMG), taking the shares off the Contender list and placing them on the Tematica Select List with a $550 price target and a $390 stop loss. Read More
• We are doubling down on Disney (DIS) shares following a solid quarter earnings report that show’s the strength underlying this Content is King company. Our price target remains $125. Read More
• Keeping tabs on Costco Wholesale (COST) shares, with an eye to add more near $140.Read More
• Ask Tematica: This week’s question is about buybacks. Yes, they help improve EPS comparisons, but there is a deeper dark side to these programs that we as investors must we aware of. Read More

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