With more earnings on the way, getting ready for a shortened week for stocks

With more earnings on the way, getting ready for a shortened week for stocks

We’ve got a shortened week for the stock market, but there will still be some economic data that will bring some clarity on inflation, the recent scourge of the stock market. We also have two holdings on the Tematica Investing Select List reporting earnings this week, and we share what’s expected and what we’re looking for.

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WEEKLY ISSUE: The Shakeout from Market Volatility on the Select List

WEEKLY ISSUE: The Shakeout from Market Volatility on the Select List

The recent reset for domestic stocks following a rapid ascent over the last few month has removed some of the froth from the market. Of course, as valuations levels have drifted back to earth from the rare air they recently inhabited there are opportunities this new market dynamic bring, but there have also been several casualties.

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Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

After yesterday’s mixed earnings blitzkrieg that featured results from Apple, Amazon, Alphabet/Google and United Parcel Services, we’re boost several price targets and trimming one.

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Weekly Issue: After the close corporate earnings anything but “steady as she goes”

Weekly Issue: After the close corporate earnings anything but “steady as she goes”

As earnings heat up and volatility returns to the market, we are standing pat with our existing call options positions. As we do this, we’re sharing a very speculative idea with subscribers that leverages the growing mobile banking market in India

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Cash-strapped consumer want more digital coupons

In a recent Thematic Signal post, we shared that Apple (AAPL) is making in roads with Apple Pay as smartphones account for a growing percentage of digital commerce. We lamented on the lack of loyalty program support in Apple Pay, but it is becoming increasingly clear that shoppers want digital couponing. Currently there are third […]

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Apple playing the long-game with Apple Pay

The current headlines are rumor mongering over iPhone X production cuts for the first half of 2018, but Apple continues to improve the stickiness of iPhone by tapping into the exploding world of mobile payments with Apple Pay. Initially off to a slow start, Apple Pay is now reportedly accepted in 50% of US retail […]

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This week’s earnings season game plan

This week’s earnings season game plan

As earnings season for the Tematica Investing Select List heats up, in this post we break down what we’ll be watching in reports from six holdings in the coming days. In particular, given the recent melt-up in the market that has been fueled in part by favorable fundamentals and 2018 tax rate adjustments, we detail what we’ll be hoping to hear from these key companies and their forecasts for the coming quarter and beyond.

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Having Siri and Alexa join you in the shower

It used to be there were a handful of places on could retreat to find some downtime, but it looks like we are on the verge of losing one as Moen is bringing the connected home and virtual assistant connectivity into the shower. Based on the price points, this functionality will mesh with our Affordable […]

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