Category Archives: Cash-Strapped Consumers

Size Matters – When it Comes to Employment

Size Matters – When it Comes to Employment

I have written quite a few posts this week about our investing theme of the Cash-Strapped Consumer, sharing data that explains why so many are still struggling and how this economic pain point creates investing opportunities. Yesterday I showed how the growth in income since the financial crisis has been well below historical norms, which […]

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What could go wrong with consumer borrowings back to record levels and a Fed bent on boosting rates?

What could go wrong with consumer borrowings back to record levels and a Fed bent on boosting rates?

Coming out of the Great Recession, consumers scaled back spending to get their financial houses in order, and reduce their outstanding debt that was run up over the prior years. This was prompted in part by the shedding of jobs during the recession that put consumers in a financial bind, and it hit the economy in […]

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Subscription service comes to Volvo’s cars, but how serious is it?

2017 has been a year for subscription services ranging from razor blades, underwear, bacon and smartphones. Now we’re seeing it expand into upper-end cars with Volvo. While this is an interesting twist and includes insurance as well as maintenance, the monthly price point boxes out those in our Cash-Strapped Consumer and most in the Rise […]

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Weekly Issue: Black Friday, Tax Reform and Boosted Dividends in Time for the Holidays

Weekly Issue: Black Friday, Tax Reform and Boosted Dividends in Time for the Holidays

In this week’s issue, we once again boost our Amazon (AMZN) price target and offer several updates alongside yet another annual dividend increase from McCormick & Company

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Lord & Taylor teams with Walmart to drive digital commerce sales

Lord & Taylor teams with Walmart to drive digital commerce sales

It’s starting to accelerate, the shift to digital commerce from brick & mortar that is part of our Connected Society investing theme, and it’s giving way to some interesting partnerships and business models. In this case, it’s Walmart, traditionally a retailer that meshes with our Cash-Strapped Consumer investing theme, partnering with Lord & Taylor, a retailer […]

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Restaurant traffic continued to fall in October

Restaurant traffic continued to fall in October

Recent earnings reports from Red Robin Gourmet Burgers (RRGB) and DineEquity (DIN), parent of IHOP and Applebee’s, showed continued same-store sales declines, which in our view reflects our Cash-Strapped Consumer investing theme. As these rear-view mirror results continue to come in, we’re focusing on more recent data that point to some improvement, but while some may […]

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