Barron’s Gets Behind our OLED, AMAT and DIS Positions

Barron’s Gets Behind our OLED, AMAT and DIS Positions

Over the weekend, Barron’s published two favorable articles offering confirming data points for several positions on the Tematica Select List

read more »
Many Reasons to be Bullish on This Semi-Cap Company

Many Reasons to be Bullish on This Semi-Cap Company

It’s been a while since we’ve seen the TV ad touting cotton as the fabric of our lives. Over the last few years, as we’ve been migrating more and more into the digital society, we’ve thought the new fabric of our lives is chips. As we know from our devices, be it a laptop, smartphone, tablet, we are facing the need for more computing power, greater connectivity speeds and more connections into more things (cars, homes, and that Internet of Things thing).

read more »
Applied Material’s Outlook for OLEDs Boosts Our Universal Display Price Target

Applied Material’s Outlook for OLEDs Boosts Our Universal Display Price Target

Shares of this Disruptive Technology play are once again climbing higher, likely due to bullish comments shared by compound semiconductor capital equipment company Applied Materials (AMAT) on the organic light emitting diode market on its earnings call last night.

read more »
Cocktail Investing Ep 3: Trump, Infrastructure and Bill Sandbrook of US Concrete

Cocktail Investing Ep 3: Trump, Infrastructure and Bill Sandbrook of US Concrete

Data captured by Google Android to manufacture custom clothing, Facebook increasingly moving toward video programming, and 428 “shovel ready” projects spells opportunity for infrastructure player US Concrete (USCR) President and CEO Bill Sandbrook.

read more »
KB Home unveils first-ever Apple HomeKit-enabled community

KB Home unveils first-ever Apple HomeKit-enabled community

We’ve all been waiting for the Connected Home market to hit the tipping point. With the news Samsung will acquire Harman International it looked like the Connected Car market would be the next one to take off, but KB Home’s Apple-centric HomeKit community looks to catapult the Connected Home into the limelight. Apple announced last month that […]

read more »
Facebook Messenger Brings PayPal Payments Home To Roost

Facebook Messenger Brings PayPal Payments Home To Roost

The payments landscape continues to evolve with partnerships being inked that bring payment capabilities to platforms that consumers are favoring be it for entertainment (smartphones) or communication (like Facebook’s Messenger). With Apple expanding its iMessage capabilities, we suspect it is only  a matter of time before its filling the Apple Pay love. PayPal is deepening […]

read more »
Aetna’s New Health & Wellness Move Includes the Apple Watch

Aetna’s New Health & Wellness Move Includes the Apple Watch

We’ve heard of a number of health & wellness programs being embraced by Corporate America as a way to mitigate rising healthcare costs. Some of these programs have included fitness trackers and other wearables, usually from Fitbit (FIT), but Aetna’s (AET) new program with the much higher priced Apple Watch is likely bringing a smile to […]

read more »

FOX Sports GO Live Streaming App Offers MultiView on Apple TV 

Another step in the appification of TV that also offers the ability to watch multiple games at the same time. Paired with the new Papa John’s ordering app also on Apple TV, it’s another reason not to get off the couch once NFL season kicks into gear. With FOX Sports GO, Apple TV users who […]

read more »
Papa John’s Confirms the Appification of TV Is Underway

Papa John’s Confirms the Appification of TV Is Underway

The pizza industry has been one of the early adopters of digital and mobile technology compared to the rest of the restaurant industry with  Papa John’s (PZZA) at the forefront. This new order app on Apple’s tvOS powered Apple TV  confirms the sea change that is upon when it comes to TV into a consumption […]

read more »
Hyundai The First To Embrace Amazon’s Alexa? 

Hyundai The First To Embrace Amazon’s Alexa? 

The Connected Car market lurched forward as Hyundai now offers the ability to use Amazon’s (AMZN) Alexa voice interface to control the car. Voice controls inside the car have been around for some time in products from the Honda Motor Company (HMC) and others, but the voice technology has made even Apple’s (AAPL) Siri look […]

read more »