Published Research on the Guilty Pleasures Investment Theme

As earnings expectations get cut for the first half of 2019, we remove Altria (MO) from the Thematic Leaders and discuss takeout speculation on USA Technologies. With earnings season kicking into high gear over the next week, volatility is likely to ensue and that keeps us on the sidelines this week with Tematica Options+.

One would think that with the explosion of the craft beer market would have driven overall beer consumption higher. Nope, that’s not what the data is showing us as wine consumption continued to its impressive string of more than 20 years of consecutive growth while beer consumption fell. What we are seeing is a change […]

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.

Tematica Research Membership

For Experienced Individual Investors and Financial Professionals

The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.

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 […]

Cocktail Investing Podcast Episode 93: Thematic Signals and the start of 4Q18 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.

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.

There are several food items that are hallmarks of American culture – hamburgers, hot dogs, and the combination of pizza and beer. Guilty Pleasures one and all, and in what can only be described as a sea change moment, Pizza Hut, which is owned by Yum Brands (YUM), is embracing (finally) the delivery of pizza […]

In order to look forward, you have to first assess what’s happened of late. With that in mind as we move past New Year’s Day and begin the 12-month march for 2019, we’re re-sharing the top 10 Cocktail Investing podcasts by the number of downloads for 2018.

In this issue, investor anxiety continues and we’ll hang onto our short S&P 500 position. Del Frisco’s shares garner some activity attention, but the fundamentals remain intact. Plus, what we should be focusing on in the week ahead.

Cocktail Investing Podcast Episode 86

This week on the Cocktail Investing podcast our resident mixologists – Chris Versace, Tematica Research’s Chief Investment Officer and Lenore Hawkins, Tematica Research’s Chief Macro Strategist – talk about major changes underfoot in the equity and bond markets as well as the major macro factors that are likely to impact investors in the months ahead.

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What is Thematic Investing

Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed.  Read More >>

What We Do at Tematica

Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies.  Read More >>