Doubling Down on Digital Infrastructure Thematic Leader

Doubling Down on Digital Infrastructure Thematic Leader

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on a Digital Infrastructure Thematic Leader.

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Adding two Middle-class Squeeze call option positions ahead of earnings this week

Adding two Middle-class Squeeze call option positions ahead of earnings this week

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on Dycom Industries (DY) shares, and later this week Costco Wholesale (COST) reports. Ahead of those earnings, we’re adding a call option position on COST shares as well as one on Ross Stores (ROST) ones – both are positioned to benefit given the pressures sapping consumer spending power.

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WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

We’ve got a full issue this week as we tackle the findings of the recent flash ISM Report and the Business Roundtable survey, get ready for the Fed’s expected rate hike later today and share one of the bigger changes taking place at S&P that will reverberate through mutual funds and ETFs. All that plus some good news for our AAPL and OLED shares.

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