Category Archives: Disruptive Innovators

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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Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season

Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season

The 4Q 2018 earnings season has begun and thus far we’ve had a number of high profile companies, including Apple (AAPL), Samsung, Ford (F), Sherwin Williams (SHW), and Macy’s (M), preannounce weaker than expected results for the quarter. This follows the continued flow of economic data pointing to a slowing global economy. All of this makes for a tenuous earnings season as the velocity of those reports kicks into high gear over the next few weeks.

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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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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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Samsung partners with Audi to up the infotainment capacity in cars

Samsung partners with Audi to up the infotainment capacity in cars

In the coming years, the demand for chip processing power within cars is going to be enormous — even before fully autonomous vehicles even become a mainstay.  Lane control systems, adaptive cruise control, crash detection systems all place demands on the digital infrastructure inside and outside of a car, not to mention the ability for passengers to stream movies, music and other media as they pass the time.

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HTC’s AI, VR and blockchain applications only start in the healthcare sector

HTC’s AI, VR and blockchain applications only start in the healthcare sector

As the smartphone market matures, HTC’s efforts in artificial intelligence, augmented and virtual reality are bearing fruit initially in the healthcare sector, but that is just the beginning for these Disruptive Innovation applications.

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Volvo joins Tesla as it targets all-electric semi truck in 2019

Volvo joins Tesla as it targets all-electric semi truck in 2019

With Volvo, Daimler, Tesla and others testing electric trucks, before too long the move to electric vehicles is set to move beyond the car market driving demand for a number of newer technologies and solutions.

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Walmart, Philips and T-Mobile team with VA for telemedicine

Walmart, Philips and T-Mobile team with VA for telemedicine

An expansion of its telemedicine program with Walmart, T-Mobile and Philips to meet veteran needs, the Department of Veterans Affairs is one to watch for this aspect of our Digital Innovators investing theme, which has implications for two other investment themes.

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