Weekly Issue: Verizon is bulls up on 5G, paving the way for a Disruptive Innovator Leader position

Weekly Issue: Verizon is bulls up on 5G, paving the way for a Disruptive Innovator Leader position

As earnings season continues, the market catches a positive breather following Apple’s not as bad as it could have been December quarter earnings report. We still have several hundred reports to go, and the preponderance of companies are issuing weaker than expected guidance. As we navigate upcoming reports and puzzle what they mean for 2019 earnings expectation, the Fed will emerge from its latest monetary policy meeting today, and later this week we should learn how the latest round of US-China trade talks went. Verizon is bulls up on 5G, and that along with issues for China mobile company Huawei as well as bullish earnings report from Ericsson pave the way for a solid one from Disruptive Innovator Leader Nokia. That is prompting a call option trade in NOK shares ahead of that earnings report tomorrow.

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Weekly Issue: As earnings season continues, the market catches a positive breather

Weekly Issue: As earnings season continues, the market catches a positive breather

The market catches a positive breather following Apple’s not as bad as it could have been December quarter earnings report. We still have several hundred reports to go, and the preponderance of companies are issuing weaker than expected guidance. As we navigate upcoming reports and puzzle what they mean for 2019 earnings expectation, the Fed will emerge from its latest monetary policy meeting today, and later this week we should learn how the latest round of US-China trade talks went. Verizon is bulls up on 5G, and that along with issues for China mobile company Huawei as well as bullish earnings report from Ericsson pave the way for a solid one from Disruptive Innovator Leader Nokia.

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WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

During a busy week of earnings and start of the month economic data, Apple once again put the doomsayers in their place with another quarterly beat and an upsized capital return program that supports our $200 price target. Let’s talk the Fed ahead of today’s latest monetary policy press release, and we’re using the robust pullbacks in AXTI and LYTS to scale into these positions on the Tematica Investing Select List.

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Taking Some Profits on A Hyuuuuuuge Move in our Back to School Delivery Calls

Taking Some Profits on A Hyuuuuuuge Move in our Back to School Delivery Calls

Yesterday, we added calls to the Tematica Pro Select List soon after the market open on a Back to School angle. Just an hour after the market opened, the calls started to climb higher and at the close of trading yesterday, the calls reached 1.00, up more than 65 percent.

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Another Move that should deliver on Back to School Shopping

Another Move that should deliver on Back to School Shopping

In last week’s Tematica Pro we added two call option plays for the Back to School shopping season, both of which closed last night essentially unchanged from where we added them last week. As you may recall, clothing and accessories, as well as footwear are expected to be in high demand this Back to School season, and those positions offer us ample exposure.

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Getting some game-on for Back to School season

Getting some game-on for Back to School season

Despite the move higher in the domestic stock markets yesterday ( which we watched as Tematica CIO Chris Versace recovered from meniscal tear surgery and learned he’s got some arthritis in his right knee as well ) over the last five days two of the three of the major stock indices — the S&P 500 and the Dow Jones Industrial Average — moved lower between 0.5 percent and 1.18 percent, respectively.

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