Category Archives: Cleaner Living

Impossible Foods Debuts Meatless Sausage with Little Caesars Pizza

Impossible Foods Debuts Meatless Sausage with Little Caesars Pizza

We’re pretty sure that almost everyone would agree that from the crust to the sauce, the cheese and the toppings pizza is a Guilty Pleasure, largely because it tastes so good. Yes, there can be bad pizza but that tends to be far and few between. Yet even the pizza market is looking to tap […]

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With Tax Breaks Set to Expire, Wind Projects Open Their Sails

With Tax Breaks Set to Expire, Wind Projects Open Their Sails

A record 13.3 gigawatts of new capacity from wind producers came online in 2012, which no so coincidentally coincided with an expiring tax credit program for that year. This year, 2019, the projection is for 12.7 gigawatts of new capacity to come online. Obviously, consumer demand for alternative energy, part of our Cleaner Living investment […]

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Getting Out into the Wilderness Doesn’t Have to Mean Destroying It Just to Get There

Getting Out into the Wilderness Doesn’t Have to Mean Destroying It Just to Get There

  The prototypical image most folks have when it comes to recreational vehicles (RVs) is that of the massive, bus-like, gas-guzzling vehicle motoring down the highway — oftentimes, it seems, to be riding in the left-hand line doing 10 miles under the speed limit. That last part might be an exaggeration, but you get the […]

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Weekly Issue: As trade concerns escalate, investors brace for an expectations reset

Weekly Issue: As trade concerns escalate, investors brace for an expectations reset

The market has embraced a new round of uncertainty as US-China trade took a route few were expecting just a few weeks ago. New rounds of tariffs have amped up trade talk tensions while leading investors to once again question growth expectations for the economy and earnings.

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Ep. 101: Why Apple Will Be the Only Smartphone Survivor

Ep. 101: Why Apple Will Be the Only Smartphone Survivor

We’re halfway through the March quarter earnings season and so far, aggregate earnings for the S&P 500 is running ahead of expectations, and that has helped drive the market to new highs. Yet, as evidenced by results from 3M, Tesla, Sherwin Williams, Gorman Rupp and others that are feeling the impact of the slowing global […]

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Walmart Store Revamp Checks Several Thematic Boxes

Walmart Store Revamp Checks Several Thematic Boxes

News coming out of Bentonville, AR this week details a series of store enhancements and renovations to 500 Walmart stores in the coming years. As we read through the discount retailer’s plans, the “ding” buttons were going off in our heads as many of them directly touch upon our investment themes. At a reported total cost of $11 billion, these plans are set to have a major impact on both store operations and the customer experience of shoppers. Here is a quick rundown of what we learned.

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Plant protein Impossible Foods inks a deal with Burger King?!?!?!

Earlier this week we posted a Signal that highlighted the change underway at the deli counter in the grocery store as part of our Clean Living investing theme. We are seeing another company respond to the changing landscape that is the shift to better for you, healthier foods as Burger King, which is owned by Restaurant Brands […]

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Food companies focusing on fresher cuts to win customers

Food companies focusing on fresher cuts to win customers

At the heart of many of our investment themes is a structural change that forces companies to respond to the changing landscape. We’ve seen that in full force with beverages, both hot and cold, as consumers look for healthier, better for you alternatives. We are now seeing that expand to the deli counter, and it […]

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