Category Archives: Guilty Pleasures

Weekly Issue: Investor anxiety continues

Weekly Issue: Investor anxiety continues

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.

read more »
EP. 86 Major Market Disruptions and What Everyone is Missing

EP. 86 Major Market Disruptions and What Everyone is Missing

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.

read more »
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

read more »
McDonald’s takes steps to offer better burgers

McDonald’s takes steps to offer better burgers

While we would pause to say McDonald’s is a contender for our Clean Living investment theme, the company continues to overhaul its food offerings, making them a “better” Guilty Pleasure choice for consumers. Yes, it would be a stretch to call those now artificial ingredient free burgers “healthy” but we do applaud McDonald’s efforts to […]

read more »
Cannabis-infused beverages catch growing attention, including Coca-Cola’s

Cannabis-infused beverages catch growing attention, including Coca-Cola’s

Cannabis is catching a lot of attention this week following the news that even Coca-Cola is considering cannabis-infused drinks. While Coca-Cola isn’t the first company to consider tapping into the increasingly legal market, much like the tobacco company Altria (MO), home of Marlboro cigarettes, it is facing a waning market for its core sugary and […]

read more »
Hershey’s transformation continues with the purchase of Pirate’s Booty but…

Hershey’s transformation continues with the purchase of Pirate’s Booty but…

With sugar under attack as well as the overall shift toward healthier for you foods, snacks, and beverages that are part of our Clean Living investing theme, it comes as little surprise to us that candy company Hershey continues to scoop up companies outside of its bread and butter candy business. The thing is Hershey is […]

read more »
Guilty Pleasures: the affordable treats that bring a moment of happiness

Guilty Pleasures: the affordable treats that bring a moment of happiness

The inelastic nature of the products produced by these guilty pleasure companies has enabled them to weather price increases better than other products and services that are considered to be more of a commodity in nature. One in particular, as unfashionable as it might be, has us adding it to the Tematica Select List this week.

read more »