Category Archives: Digital Lifestyle

Weekly Issue: We aren’t out of the woods just yet

Weekly Issue: We aren’t out of the woods just yet

This week we closed the books on the month of October, and what a month it was for the stock market. In short, the month of October wiped out most the market’s year to date gains as investors digested both September quarter earnings and updated guidance that spurred a re-think in top and bottom line expectations.

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Mondelēz taps into 3 more of our investment themes

Mondelēz taps into 3 more of our investment themes

Mondelez often floats to the top of the conversation whenever we dig into our Guilty Pleasures investment theme — Cadbury Creme Eggs, Oreos,  Nutter Butters, Toblerone . . . these pieces of heaven here on earth are all part of the Mondelez empire and are perfect representatives of those products and services consumers will buy no matter what the economic environment. But at the same time, the snacking giant focuses its business around a core concept of “empowering people to snack right by offering the right snack, at the right time, in the right way” and that is why this new initiative announced by Mondelez caught our attention because it taps into three more of our investment themes

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October Buy-the-Dip Trick or Treat?

October Buy-the-Dip Trick or Treat?

For months we have pointed out that US stocks have been outperforming the rest of the world and we warned that this earnings season would likely be a very bumpy ride as earnings would probably be decent, but guidance would not support the market’s multiples. Our concerns have proven warranted.

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Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.

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