Weekly Issue: Adding to BABA and DRFG

Weekly Issue: Adding to BABA and DRFG

In this week’s packed issue of Tematica Investing, we are adding to our positions in Alibaba (BABA) and Del Frisco’s (DFRG), assessing the National Retail Federation’s 2018 Holiday Shopping Forecast, and previewing Costco’s (COST) earnings report that will hit after today’s market close.

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Weekly Issue: Adding Two Calls Ahead of the Holiday Season

Weekly Issue: Adding Two Calls Ahead of the Holiday Season

Yesterday, the National Retail Federation published its 2018 holiday retail sales forecast, which covers the November and December time frame and excludes automobiles, gasoline, and restaurants sales. On that basis, the NRF expects an increase between 4.3%-$4.8% over 2017 for a total of $717.45- $720.89 billion.

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WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

We’ve got a full issue this week as we tackle the findings of the recent flash ISM Report and the Business Roundtable survey, get ready for the Fed’s expected rate hike later today and share one of the bigger changes taking place at S&P that will reverberate through mutual funds and ETFs. All that plus some good news for our AAPL and OLED shares.

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Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Over the last several quarters, one of the few blemishes to be had with Disney has been ESPN as chord cutters moved away from the sports programming behemoth. While it took some time for Disney to get its digital offering together, which included some headcount pruning and other cost-saving measures, this past April it launched […]

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Amazon announcing Alexa-enabled hardware products including new security

Amazon announcing Alexa-enabled hardware products including new security

Last week all eyes were on Apple and Fall 2018 new model iPhone launch and this week Amazon is taking the new product spotlight as it announces a number of new Echo products and others that include its digital assistant, Alexa. These products confirm that our view several years ago that voice would be the […]

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Amazon eyes up to 3,000 cashierless stores by 2021

Amazon eyes up to 3,000 cashierless stores by 2021

If you’ve been in a checkout line – either one with a cashier or a self-checkout one – you’ve probably experienced the hassle of waiting in line, sometimes for what may seem like forever if coupons, checkbooks and the like are being fished for. One of the successful strategies employed by Amazon is its ability […]

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Adding more Del Frisco’s to our plate following several bullish data points

Adding more Del Frisco’s to our plate following several bullish data points

Following several bullish data points from last week, including ones found in the August Retail Sales report, we are adding to our position in Del Frisco’s Restaurant Group (DFRG). The August Retail Sales report was also positive for our Amazon, UPS, Costco Wholesale and McCormick & Co. shares.

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