Weekly Issue: Streaming Services and the Middle Class Squeeze

Weekly Issue: Streaming Services and the Middle Class Squeeze

As we approach the halfway market for the current quarter, stocks continued to rally as December quarter concerns appear to melt away. While the market is hopeful, we will continue to focus on the details and nitty-gritty. Several Thematic Leaders continue to trounce the market and upcoming economic data should put some favorable context around Costco Wholesale (COST) shares. With Middle-class Squeeze consumers struggling, we take a look at LendingClub (LC) shares.

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Weekly Issue: Another company poised to benefit from the Middle Class Squeeze

Weekly Issue: Another company poised to benefit from the Middle Class Squeeze

As we approach the halfway market for the current quarter, stocks continued to rally as December quarter concerns appear to melt away. While the market is hopeful, we will continue to focus on the details and nitty-gritty. Several Thematic Leaders continue to trounce the market and upcoming economic data should put some favorable context around Costco Wholesale (COST) shares. With Middle-class Squeeze consumers struggling, we take a look at LendingClub (LC) shares. On the options side, we are adding a new position in LendingClub ahead of next week’s earnings report, and we’re upping our stop loss on the Del Frisco’s (DFRG) calls that are up big vs. last week.

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Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders.

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Weekly Issue: Revisiting a Thematic High Flyer

Weekly Issue: Revisiting a Thematic High Flyer

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders. We also add a call option play on USAT shares.

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Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

The thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. In that light, we are using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably.

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Tematica Options+: A Thematic Look at 2019 and a New Option Trade

Tematica Options+: A Thematic Look at 2019 and a New Option Trade

As the stock market enjoys a strong start to 2019, a number of issues remain ahead of it that will likely lead to a challenging December quarter earnings season. At the same time, the thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. We using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably. We are also adding a call option play on Del Frisco’s (DFRG) shares.

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Weekly Issue: We aren’t out of the woods just yet

Weekly Issue: We aren’t out of the woods just yet

This week we closed the books on the month of October, and what a month it was for the stock market. In short, the month of October wiped out most the market’s year to date gains as investors digested both September quarter earnings and updated guidance that spurred a re-think in top and bottom line expectations.

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Caution still warranted as we book a big win with Chipotle

Caution still warranted as we book a big win with Chipotle

We are booking a hefty win in our Chipotle calls this week, putting the initial capital and big profits into the war chest as we wait out the next leg of the September quarter earnings season, the one that wiped out most of the market’s year to date gains.

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Weekly Issue: Economic reality is catching up with the stock market

Weekly Issue: Economic reality is catching up with the stock market

As expected economic reality is catching up with the stock market, leading to another volatile week as investors reset expectations. With more of the same likely on tap next week, I’m sitting back and collecting earnings-related data points to update our investing mosaic using our thematic lens as the risk to reward in stock prices becomes more favorable.

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