Weekly Issue: More trimming and more gains, this time with AXTI shares

Weekly Issue: More trimming and more gains, this time with AXTI shares

In this holiday week issue of Tematica Investing, we’re trimming back another profitable position and setting the stage for the upcoming holiday shopping season that kicks off later this week.

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Boosting OLED and AMAT price targets after AMAT’s latest beat and raise quarter

Boosting OLED and AMAT price targets after AMAT’s latest beat and raise quarter

Robust demand drivers discussed on last night’s earnings call has us once again boosting price targets for these two Disruptive Technology positions on the Tematica Investing Select List.

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SPECIAL ALERT: Some House Cleaning of the Tematica Select List

SPECIAL ALERT: Some House Cleaning of the Tematica Select List

To start the week off, we are scaling into one position, exiting another, boosting some price targets and sharing other Select List updates. This is all part of our process of cleaning up the Select List as we come down to the final stretch of 2017 and begin to prepare for 2018.

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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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