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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Apple’s negative pre-announcement serves as a reminder to the number of risks that have accumulated

Apple’s negative pre-announcement serves as a reminder to the number of risks that have accumulated

Last night Apple fired an earnings flare across investor bows calling out the impact of not only the slowing global economy, and China’s in particular, but also the impact of the current US-China trade war. Those factors and several others are likely to weigh on corporate results and guidance to be had in the upcoming December quarter earnings season.

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Weekly Issue December 17 2018

Weekly Issue December 17 2018

As we get ready for the quiet holiday weeks for the stock market, we recap Costco’s latest earnings report as well as dig into several economic ones. While the November Retail Sales report is positive for several Thematic Leaders and Select List positions, the overall report adds to the growing list of data that points to slower growth ahead. We also share what to watch this week in the markets.

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Weekly Issue: Investor anxiety continues

Weekly Issue: Investor anxiety continues

In this issue, investor anxiety continues and we’ll hang onto our short S&P 500 position. Del Frisco’s shares garner some activity attention, but the fundamentals remain intact. Plus, what we should be focusing on in the week ahead.

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Weekly Issue: Looking Around the Bend of the Current Rebound Rally

Weekly Issue: Looking Around the Bend of the Current Rebound Rally

We’ve closed the books on a painful November, and while progress on the US-China trade front is popping the stock market today a number of issues remain that will likely come into focus as the relief rally fades. We recap the Thanksgiving through Cyber Monday holiday shopping, a boon for our Digital Lifestyle investing theme and discuss what investors should be watching this week as we kick off the last month of the trading year.

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Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Ahead of the Thanksgiving holiday, the stock market continued to take several gut punches this week, which erased the market’s year to date gains. While we saw this coming, it’s still a tough pill to swallow, but we’ll be patient and prepared as we listen to the confirming data that are our Thematic Signals. Inside this issue, we chart the key items to watch over the coming days, including Black Friday to Cyber Monday, the upcoming Fed minutes and the G20 Summit face-off between the US and China. We also take a look at WATT shares.

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Weekly Issue: The Changing Mood of the Market

Weekly Issue: The Changing Mood of the Market

The stock market continues to grapple with several headwinds across the geopolitical, economic and economic landscapes. Near-term the changing market mood will be challenging, but we continue to receive favorable signals that confirm our thematic approach.

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Adding a defensive consumer play to the trade blotter

Adding a defensive consumer play to the trade blotter

We are adding a defensive consumer play to the Tematica Options+ trade blotter to capitalize on the “retro” trade for inelastic consumer products, better known in thematic-speak as Middle-class Squeeze centric products and retailers.

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