Category Archives: Guilty Pleasures & Affordable Luxury

Amazon (AMZN) — the many thematic tailwinds pushing it forward

Amazon (AMZN) — the many thematic tailwinds pushing it forward

  Amazon.com Inc plans to meet on Wednesday with a dozen U.S. ranchers, seeking to expand distribution of organic and grass-fed meats as it takes over Whole Foods Market Inc, according to the meeting’s organizer.Analysts and investors have speculated that Amazon is aiming to combine its expertise in order fulfillment with the grocer’s facilities to […]

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Amazon popping the cork on its wine business

Amazon popping the cork on its wine business

Trader Joe’s has Two Buck Chuck. Amazon? A new wine label called Next with bottles costing $20, $30 and $40 a pop.The company recently announced that it helped develop this new wine brand produced by King Vintners, a subsidiary of Oregon’s King Estate Winery, and had started selling it on Amazon.com. In a press release, […]

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WEEKLY ISSUE: Making a Measured Bet on this Guilty Pleasure Gaming Company

WEEKLY ISSUE: Making a Measured Bet on this Guilty Pleasure Gaming Company

Our Guilty Pleasure investing theme examines a variety of companies and businesses that range from alcohol, beer and spirits to chocolate, tobacco and gaming. We examine each of these, and when the time is right, meaning a thematic tailwind is blowing and there is sufficient net upside to be had, we’ll add shares to the Tematica Select List. That’s what we’re doing today with

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WEEKLY ISSUE: As April starts off more like March than January and February, we tighten up several price targets

WEEKLY ISSUE: As April starts off more like March than January and February, we tighten up several price targets

It looks like April is at least starting off more like March than January or February. As we discussed in this week’s Monday Morning Kickoff, we are in what we call No Man’s Land — that time period after the quarter close and before companies start reporting their earnings. It tends to be a time of reduced trading volume, something we’ve seen at both NYSE and Nasdaq listed stocks, as investors wait for tell-tale signs of what’s to come. Another way to phrase it is to say they are waiting for the first signs of what is likely to come.

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Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Your resident mixologists, Chris Versace and Lenore Hawkins, break down the latest moves in the markets and what they see going on beneath the headlines on this episode of Cocktail Investing — from FedEx’s insight into the economy, to what we are seeing in consumer credit card debt, to what used car sales tell us about the state of households.

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Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

It was quite a week that started off with winter storm Stella, a Fed interest rate increase and finished up with St. Patrick’s Day. Your resident mixologists, Chris Versace and Lenore Hawkins, were busy sharing their thoughts on all of that as well as the February Retail Sales report this week and break it all down for you on this episode of Cocktail Investing.

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