There was no Monday Morning Kickoff this week, due to the Memorial Day Holiday. So we’ve got a few things to cover on this first day of June!

Year to date return, we’re looking at a whopping 2.58 percent for the S&P 500. Pulling the lens cap back even further, we’d see that over the last year, the S&P 500 is actually down 0.5 percent for the 12 months ending May 2016. Net net however, with the market rallying 2.3 percent last week, it was the best week for the S&P 500 over the last twelve.

And so, in this week’s edition of Tematica Investing, we are making two important moves. Here’s what you’ll find in this week’s report:

• We are initiating a BUY rating on SBUX shares with a long-term price target of $74. Because we aim to use weakness to our advantage, there is no stop-loss recommendation at this time. Read more >>
• We are issuing a SELL on American Capital Agency Corp. (AGNC) shares. Read more >>
• Updates, updates, updates on the Tematica Select List. Read more >>
• This week’s Ask Tematica tackles a question on stop losses. Read more >>
• We’ve got some good news on the Thematic Signals horizon! As you know there is no shortage of confirming data points for our thematic investing framework, but we’ve devised a more user friendly way for you to get them. Read more >>

Click the link below to download the full report