Weekly Issue: Insights on Apple, Cutting Trade Desk and a look at eGaming and Body Cameras

Weekly Issue: Insights on Apple, Cutting Trade Desk and a look at eGaming and Body Cameras

We cover a lot of ground in this week’s issue, shedding a name vulnerable to California wildfires as we discuss mobile gaming and body camera stocks and offer favorable iPhone X findings for our Apple shares.

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Is Our Connected Society a Little Too Connected?

Is Our Connected Society a Little Too Connected?

Mobile phones are making our Connected Society ever more connected as we become increasingly obsessed with that precious device. It is the first thing many of us look at in the morning and the last thing at night, but there is ample opportunity for a lot more folks around the world to join us addicts!

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After 20 years, Hershey introduces its first new candy bar

After 20 years, Hershey introduces its first new candy bar

In 2005, The Hershey Food Company renamed itself “The Hershey Company” and many saw this as indicating product changes to come following Apple Computer renaming itself simply Apple. Since then we’ve seen Hershey expand its offering into gum, mints and other candy categories, but also into jerky to catch a ride in our Food with […]

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Apple doubles down on Cashless Consumption with Apple Pay Cash

Apple doubles down on Cashless Consumption with Apple Pay Cash

Leveraging its smartphone install base and the popularity of messaging Apple is bringing its Apple Pay Cash feature to market with its iOS 11.2. Currently available to those in the iOS beta program, Apple Pay Cash will offer stiff competition to Venmo, owned by PayPal (PYPL) as well as other “send cash” apps like Zelle […]

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Today it’s the mobile web, tomorrow the voice-driven web

Today it’s the mobile web, tomorrow the voice-driven web

As we saw in 3Q 2017 earnings results from Asset-lite Business Model company Alphabet (GOOGL) and Connected Society company Facebook (FB), the current platform of chose among consumers is mobile. We are, however, seeing the seeds of the next technology revolution — voice-powered intelligent solutions — with more players entering the fray. The current leader […]

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Special Alert: Apple added to the Tematica Investing Select List

Special Alert: Apple added to the Tematica Investing Select List

Apple reports 3Q 2017 results this week. The focus will be on the company’s guidance not only on iPhone production commentary, but the timing around these models being launched in other markets. We see the Apple story far from over and are using this opportunity to make a move on the shares with an aggressive price target.

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Apple powers up its wireless charging plans by acquiring  PowerbyProxi 

Apple powers up its wireless charging plans by acquiring  PowerbyProxi 

  Apple (AAPL) has historically done a very great job of expanding its capabilities by cobbling together a series of nip and tuck acquisitions in order to bring its solution to market at the right time. At its most recent iPhone event, Apple teased it would be bringing wireless charging to the iPhone and Apple […]

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Weekly Issue: Keeping our eye on the ball as the market gyrates on earnings of the day

Weekly Issue: Keeping our eye on the ball as the market gyrates on earnings of the day

As the pace of 3Q 2017 reports increases, we are seeing the market swing back and forth based on whatever the news is of the day —‚ good and bad. As the market goes through its daily gyrations, we’ll continue to use our thematic lens to guide us through the earnings onslaught. In particular, we take a look at recently added Corning and its first earnings announcement since being added to the Tematica Select List.

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