Restaurants ring up Big Data to drive sales

Restaurants ring up Big Data to drive sales

We’ve said it before and odds are we will say it again – applications for our Disruptive Innovators can come from a number of areas, including ones that are less than obvious. Big Data and its use in the restaurant industry is such an example as those companies look to overcome flat traffic trends and […]

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WEEKLY ISSUE: Updates on Costco, Chipotle and Adding Altria Calls to the Mix

WEEKLY ISSUE: Updates on Costco, Chipotle and Adding Altria Calls to the Mix

Costco shares have been on a tear, leading us to book a big win on one call position as we add another one to the mix. We’re also adding a new call position in Altria and boosting the stop loss for our existing call position in Chipotle Mexican Grill.

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WEEKLY ISSUE: A Guilty Pleasure or a Habit? In this case it’s the same

WEEKLY ISSUE: A Guilty Pleasure or a Habit? In this case it’s the same

This week we are adding shares of a quick-service restaurant chain as part of our Guilty Pleasure investing theme , while also boosting our price target on a recently added name to the Tematica Investing Select List following robust margin performance in the March quarter and strong prospects for more realized synergies.

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May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

The latest May jobs creation and cuts reports confirms out views on several Tematica Select List positions

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Chipotle’s burritos, not an Affordable Luxury item… just wait for a few more price increases

Chipotle’s burritos, not an Affordable Luxury item… just wait for a few more price increases

While we love noshing on a Chipotle burrito, the company has boosted prices at more than 20 percent of its locations. With an average burrito price around $8-$9, it’s a modest increase to one’s wallet that may not have a dramatic impact on the Cash-strapped Consumer. It certainly doesn’t mean Chipotle’s burritos are now an […]

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Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Restaurants stocks are challenged by consumer spending and a shift in eating preferences. That same preference shift bodes very well for two “buy the bullets, not the gun” companies on the Tematica Select List

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