Category Archives: Digital Lifestyle

As the Market Bounces Off Oversold Conditions, is this the Start of Another Bull Run?

As the Market Bounces Off Oversold Conditions, is this the Start of Another Bull Run?

So far in 2019, we are seeing a reversal of the heavily oversold conditions from the end of 2018. Those stocks that were hit the hardest in 2018 are materially outperforming the broader market in 2019. The fundamentals, however, both domestically and internationally are not giving us reason to think that this bounce is the start of another major bull run. With all the uncertainty out there, despite the market’s recent “feel good” attitude, we expect to see rising volatility in the months to come as these problems are not going to be easily sorted out.

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Domino’s taps four investment themes to double revenue in 6 years

Domino’s taps four investment themes to double revenue in 6 years

Earlier this week, we discussed how Pizza Hut will be digging deeper into our Guilty Pleasure tailwind by expanding its offering to include the delivery of beer. Today, we have Domino’s Pizza sharing that it looks to deliver significant growth as it expands its footprint. The details are below, but with expansion in India and […]

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Cash is less and less of a king

Cash is less and less of a king

Several new findings confirm what we have been observing over the last several quarters – the continued whittling down for the usage of cash. There is little question given the data that a key driver of this is the accelerating shift toward digital shopping be it delivered or picked up by the buyer at a locker or store location. The […]

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Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders.

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China accounted for nearly half of app downloads in 2018

China accounted for nearly half of app downloads in 2018

It’s not only the pace of the smartphone market that is slowing here in the US, so is the rate at which we are downloading apps even though Apple’s App Store and Google Play remain dominant platforms. A new report shows that China, India, Brazil, and Indonesia are the driving force behind app downloads and […]

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Walgreens partners with Microsoft to develop digital healthcare services 

Walgreens partners with Microsoft to develop digital healthcare services 

We have another sign that transformation is underway at the pharmacy, which over the years has morphed from pharmacy only to a mix of pharmacy, personal care products, and convenience store. Yes, I’ve been known to pick up holiday decorations and even some pre-movie candy. There has been another set of pivots, including the launch […]

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CES Reflects Impact of Aging Population

CES Reflects Impact of Aging Population

Artificial Intelligence, robotics, autonomous vehicles, smartphones, tablets, and cloud computing. These are the “sexy” Disruptive Innovators, Digital LIfestyle and Digitial Infrastructure theme gadgets that grab the headlines for the annual Consumer Electronics Show held each year in Las Vegas. What isn’t expected is the latest and greatest purchases we will make for Nana in 2019.

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Online fraudulent traffic increasing this holiday season

Online fraudulent traffic increasing this holiday season

We’ve seen a pronounced pickup, as expected, in the shift to digital shopping that is one of the central aspects of our Digital Lifestyle investing theme. New research shows that shift is also serving as a spark for cyber attacks, increasing the risk of malicious activity that is a tailwind for cyber spending and our Safety & Security investing theme.  

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