WEEKLY ISSUE: Trade and Tariffs, the Words of the Week

WEEKLY ISSUE: Trade and Tariffs, the Words of the Week

With trade and tariffs being the market words of the week, we review the positioning and exposure for that on the Tematica Investing Select List. We’re cutting MGM Resorts (MGM) from the Select List, and are recasting our Rise & Fall of the Middle Class theme into two – the New Middle Class and the Middle Class Squeeze.

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Target adds AR, but still focused on stores

Target adds AR, but still focused on stores

Target has been one of those retailers that in our view has been lost between the shift to digital commerce offerings from Amazon (AMZN) and club/warehouse ones from Costco Wholesale (COST) and others. What we find interesting is how Target continues to baby step its way into the Connected Society with GPS maps being deployed […]

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Weekly Issue: Many Confirming Data Points from Retail Sales Report

Weekly Issue: Many Confirming Data Points from Retail Sales Report

The April Retail Sales report offered a number of confirming data points for several of our investment themes and a number of positions on the Tematica Investing Select List. We also preview what we’ll be listening for in upcoming earnings from Applied Materials (AMAT), and share what Apple (AAPL) CEO Tim Cook had to say about original content and Apple.

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Chico’s – if you can’t beat Amazon, join ’em

Chico’s – if you can’t beat Amazon, join ’em

We continue to hear about the retail apocolypse that is destroying brick & mortar retail. Each monthly Retail Sales report shows continued share gains by non-store retail sales, government speak for digital commerce, one of the core drivers of our Digital Lifestyle investing theme. Following the path blazed by Nike (NKE), Carter’s (CRI), Calvin Klein […]

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Amazon’s next target market – the  aging American population

Amazon’s next target market – the  aging American population

In his 2018 shareholder letter, Amazon’s Chairman and CEO Jeff Bezos cited the company’s “unrelenting customer obsession” and its aspiration to be “to be Earth’s most customer-centric company”  but also thanked the “hundreds of millions of divinely discontent customers around the world who push to make us better each and every day.”  With Baby Boomers […]

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Weekly Issue: Shift in Consumer Spending Continues

Weekly Issue: Shift in Consumer Spending Continues

In this week’s issue of Tematica Options+, we share why the March Retail Sales and some other new revelations are leading us to keep our short positions in FNKO and TGT intact. New Buy ratings and favorable price targets on DBX and SPOT shares, help soften the frustration with our GSVC calls. And we’re boosting our stop loss associated with our PCAR calls.

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WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

Earnings season for 1Q 2018 is underway, and while we’ve gotten off to a promising start, the season is only just getting started. We’ll continue to watch all the data as it comes in for 1Q 2018 to size up what we’re likely to hear in the coming weeks. We’ve got some bullish results from a competitor of Applied Materials, and we’re putting Habit Restaurant shares under the microscope.

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WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

As we wait for the results of the Fed’s latest monetary policy meeting later today, we’ll put an Aging of the Population company under the microscope and share some thought on what renewed privacy concerns are likely to bring about.

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Weekly Issue / Trade Alert: A New Put Play as Kids Stop Playing with Toys

Weekly Issue / Trade Alert: A New Put Play as Kids Stop Playing with Toys

While we may see a calm day or two between now and next Wednesday, odds are we are far more likely to see the recent market choppiness continue. This can make for a challenging market for stocks in the short-term, and even more so for options, particularly call options.

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Weekly Issue: Looking for Trump-Proof Companies

Weekly Issue: Looking for Trump-Proof Companies

Amid DC-centric uncertainty back in vogue, we are seeing renewed uncertainty in the market this week. We’ll stick to our thematic knitting, which should Trump-proof the Tematica Investing Select List. We also game out the pending bankruptcy for Toys R Us, the latest but certainly not the last company to fall victim to our Connected Society investing theme.

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