Surprises From Market Breadth with Record Margin Debt

Surprises From Market Breadth with Record Margin Debt

As we discussed earlier, heading into the third quarter earnings season, we have above average level of positive guidance in terms of both top line sales and earnings as well as lower-than-average negative earnings guidance. We  pointed out yesterday, however, that an uncomfortable portion of that guidance is driven by gains from a weak dollar […]

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WEEKLY ISSUE: Nike offers several points of confirmation; Boosting two price targets

WEEKLY ISSUE: Nike offers several points of confirmation; Boosting two price targets

As we close out Q317, Nike’s earnings results reinforce several as our investment themes as well as our recent comments on the dollar.

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Lackluster Demand for the Apple iPhone 8 Puts Pressure on OLED and others

Lackluster Demand for the Apple iPhone 8 Puts Pressure on OLED and others

Apple shares have slipped since the company’s lackluster September special event as investors question iPhone 8 model demand ahead of the early November launch of the iPhone X. That slip in Apple shares has overflowed and resulted in the same downward pressure on our Universal Display (OLED) shares, but there is potential upside still to be had.

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COCKTAIL INVESTING: Panera Challenges McD’s, Apple Watch flubs, and the SEC gets hacked

COCKTAIL INVESTING: Panera Challenges McD’s, Apple Watch flubs, and the SEC gets hacked

What’s the story behind Panera Bread CEO Ron Shaich challenging McDonald’s, Wendy’s and other fast food companies? The answer ties into our Food with Integrity investing theme and if you’ve seen the documentary Super Size Me you can guess where this is going. You can practically see Lenore roll her eyes at the response from McDonald’s.

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WEEKLY ISSUE: Shedding Dycom Shares, Remaining Bullish on UPS and Facebook

WEEKLY ISSUE: Shedding Dycom Shares, Remaining Bullish on UPS and Facebook

Our latest weekly issue of Tematica Investing sees us shedding one position, but offers confirming data points for several others on the Tematica Select List.

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No Sleepy End of  Summer in Sight

No Sleepy End of  Summer in Sight

As the country turns the page on the eclipse, political maneuvering retakes center, all while the battle lines between Wal-Mart and Amazon are being set for the future of retail. Of course, we have our sleeper pick too that is strengthening its position while everyone else focuses on WMT and AMZN.

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Markets Reach New Highs, But Why?

Markets Reach New Highs, But Why?

Thursday the Dow hit its 7th straight record close, despite the news that Special Counsel Mueller has impaneled a grand jury in the Russia election tampering probe. While many are attributing the market’s gains to president Trump’s administration, this divergence calls that into question. As does the reality that President Trump’s approval rating has hit new lows with disapproval ratings reaching new highs while the market has continued to rise.

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WEEKLY ISSUE: A Company in Transition Can Be an Opportunity When the Time is Right

WEEKLY ISSUE: A Company in Transition Can Be an Opportunity When the Time is Right

Historically September has been one of the worst performing months for the market, and given our concerns about earnings expectations vs. the market’s valuation, the pending normalization of the Fed’s balance sheet and speed of the economy not to mention continued drama in DC and North Korea, we want to dress the investing table properly ahead of entering the last month of the quarter.

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WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

We are in the thick of things this week, amid several hundred earnings reports, anxiously awaiting the latest Fed commentary coming out of its monetary policy meetings, and of course, there all that is coming out of Washington D.C. these days. In this week’s issue we walk through the implications of each as well as dig into thematic data points coming out of earnings reports.

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Cocktail Investing Ep 26: Amazon adds “Buying While Under the Influence” to business model as Markets Wobble and the FOMC blames cord cutting & drugs

Cocktail Investing Ep 26: Amazon adds “Buying While Under the Influence” to business model as Markets Wobble and the FOMC blames cord cutting & drugs

In this week’s program, Tematica’s investing mixologists, Chris Versace and Lenore Hawkins discuss the week’s economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals.

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