As we close the books on the barn burning March quarter for stocks, risks remain as we head into the March quarter earnings season. A number of Thematic Leaders delivered outsized returns during the March quarter, and we recap several positions that have been in the news including Apple, Universal Display and others.
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With the stock market seemingly once again ignoring the growing risks that could lead to a rocky March quarter earnings season, we are making sure subscribers have downside protection amid their holdings.
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Over the last several months, we’ve received several pieces of data that not only point to a slowing global economy, particularly at Europe and China but also to growing worries over the consumer’s ability to spend. We’ve covered the US data points rather thoroughly on this episode of the Cocktail Investing Podcast as part of […]
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The driver for the market so far this week has been retail and Boeing, and we tackle what’s going on with both. We’re adding a new Disruptive Innovator to the Select List and holding steady with Del Frisco shares following good earnings, but not a word on its strategic initiatives.
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As we discussed on a recent Cocktail Investing podcast, a growing number of data point tell us the tailwind for our Middle-class Squeeze investing theme continues to blow, but on the oppositive of the consumer spectrum, a new report suggests the same for the ultra-wealthy aspect of our Living the Life investing theme. What strikes us […]
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Quarterly earnings season tends to be a frenetic time as hundreds if not a few thousand companies report their results and update their outlooks. It tends to be a plethora of good, not so good and sometimes bad news as these are mashed up against investor expectations. Along the way, however, one can find a […]
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The US stock market rallied in January and continues to move higher in February even as earnings expectations for the market continue to slump. While caution is warranted near-term, opportunities are emerging with Thematic King Amazon being a shining example. A Board additional to Living the Life company Del Frisco’s signals it is seriously evaluating takeover bids.
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While some issues that plagued the market towards the end of 2018 have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. Plus Thematic Signals from Apple, Netflix, Amazon, Facebook, PepsiCo, Hershey and Proctor & Gamble.
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While China’s economy may be slowing now, the long-term implications associated with our Living the Life, Rise of the New Middle-class and Digital Lifestyle investing themes in that market will continue to be felt. Even if China’s economy slows to something between 5%-6%, the economic reality is it will continue to grow far faster than […]
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We can pretty much agree the Digital Lifestyle tailwind continues to change consumer behavior and shake up how companies do things. Early on it was with commodity items – books, CDs, DVDs, and the like – but as consumer became increasingly comfortable with digital shopping and the quick delivery times, the kinds of products they are […]
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