Category Archives: New Middle Class

Weekly Issue: A number of Thematic Leaders delivered outsized returns during Q1

Weekly Issue: A number of Thematic Leaders delivered outsized returns during Q1

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.

read more »
Slowing growth and rising debt hit China luxury brand sales

Slowing growth and rising debt hit China luxury brand sales

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 […]

read more »
Weekly Issue: Talking Thematics, Boeing and Retail Sales

Weekly Issue: Talking Thematics, Boeing and Retail Sales

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.

read more »
You had me at chicken abnormalities and woody breast meat

You had me at chicken abnormalities and woody breast meat

Examining revenue growth at chicken-producing companies such as Tyson Foods and Sanderson Farms shows a surge in chicken consumption over the last several years. Some of this has to do with the consumer shift to healthier eating and alternative low-carb lifestyles that focus on protein consumption as well as rising demand associated with our New […]

read more »
New Global Middle Class and Digital Lifestyle Converge at Walgreens 

New Global Middle Class and Digital Lifestyle Converge at Walgreens 

A few days ago we ran across a story that probably didn’t make headlines in too many places. Here at Tematica, however, it was quickly shared with the team because it perfectly depicts the coming together of two of our investment themes: The New Global Middle Class and the Digital Lifestyle. Here is part of […]

read more »
Hilton capitalizing on China’s growing middle-class

Hilton capitalizing on China’s growing middle-class

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 […]

read more »
Weekly Issue: Del Frisco’s Sends Strong Signals of Potential Take Over Bid

Weekly Issue: Del Frisco’s Sends Strong Signals of Potential Take Over Bid

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.

read more »