Category Archives: Clean Living

SpartanNash Introduces Clean Ingredient Initiative for Private Label Products

SpartanNash Introduces Clean Ingredient Initiative for Private Label Products

Grocery and fresh food distributor SpartanNash has introduced a Clean Ingredient Initiative for its Our Family and Open Acres private label brands that focuses on simpler products with reduced ingredient lists and clean, easy-to-read labels. SpartanNash is joining a growing movement among private label product companies to tap into our Clean Living investing theme and to […]

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You had me at chicken abnormalities and woody breast meat

You had me at chicken abnormalities and woody breast meat

Examining revenue growth at chicken-producing companies such as Tyson Foods and Sanderson Farms shows a surge in chicken consumption over the last several years. Some of this has to do with the consumer shift to healthier eating and alternative low-carb lifestyles that focus on protein consumption as well as rising demand associated with our New […]

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Venue for Coke’s New Beverage Announcement Speaks Volumes

Venue for Coke’s New Beverage Announcement Speaks Volumes

This past week, the Coca-Cola Company announced six new products to its beverage lineup, a lineup that has seen quite the evolution over the past decade as the company has shifted its strategy towards including more “healthy” and “natural” options to its brand portfolio. The proof of that transformation can be seen simply in the […]

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Doubling Down on Digital Infrastructure Thematic Leader

Doubling Down on Digital Infrastructure Thematic Leader

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on a Digital Infrastructure Thematic Leader.

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Weekly Issue: Factors making the stock market melt up a head-scratcher

Weekly Issue: Factors making the stock market melt up a head-scratcher

In this week’s issue, we dig into the latest shareholder letter from Warren Buffett, examine the growing number of dividend cuts and other factors make the year to date melt up in the stock market something of a head-scratcher. That best performance in 20+ years hinges on a successful trade deal with China, but there are other factors that we need to examine so we don’t fall prey to a “buy the rumor, sell the news” scenario. We recap the sharp move in Universal Display shares following its latest earnings report and touch on favorable news emanating from Mobile World Congress 2019 for Nokia.

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Ben & Jerry’s taps the non-diary and vegan market with Chocolate Chip Cookie Dough

Ben & Jerry’s taps the non-diary and vegan market with Chocolate Chip Cookie Dough

One of the key differences between a trend and a theme is seen when a company extends or pivots its business model in a response to changing behavior be it on the part of consumers or other businesses that it serves. In recent years we’ve seen consumers migrate away from dairy milk toward nut milks […]

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Procter & Gamble boosts ‘naturals’ lineup with acquisition

Procter & Gamble boosts ‘naturals’ lineup with acquisition

  One of strongest Thematic Signals we have been tracking as a proof point of the tailwinds behind our Clean Living investment theme has been the spree of acquisitions in the space.  Whether it’s the mainstream food production companies or consumer packaged goods companies, the list of take-outs of companies that have been serving the consumer […]

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Ep. 95: Short Selling Anyone

Ep. 95: Short Selling Anyone

While some issues that plagued the market towards the end of 2018 have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. Plus Thematic Signals from Apple, Netflix, Amazon, Facebook, PepsiCo, Hershey and Proctor & Gamble.

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Samsung ditching plastic packaging with environmentally sustainable materials, but who will pay for it?

Samsung ditching plastic packaging with environmentally sustainable materials, but who will pay for it?

One of the central aspects of our investment themes is the ensuing change in consumer behavior that can lead to a company changing its strategy or how it operates in order to attract that cohort of consumers. While it may not appear to be a big deal, Samsung changing the packaging on its products from […]

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