Looking past this week’s market relief rally

Looking past this week’s market relief rally

While we’re enjoying the post-mid-term election rebound in the market, several concerns remain and that means remaining cautious near-term. We’re also discussing earnings from Axon, Disney and Del Frisco’s as well as sharing what’s on ou radar screen for next week. Hint: Italy.

read more »
Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.

read more »
Breaking down the ISM Manufacturing Report plus Paccar and Costco updates

Breaking down the ISM Manufacturing Report plus Paccar and Costco updates

In this missive, we are breaking down the August ISM Manufacturing Report and its components, plus sharing a quick update on Paccar that keeps us bullish on the shares. We also remind subscribers that after tonight’s market close, Costco Wholesale shares its latest same-store-sales report.

read more »
Apple Pay now at Costco 

Apple Pay now at Costco 

The chicken or the egg problem that has been facing mobile payment adoption in the US continues to ease with Costco Wholesale joining the ranks of 7-11 and CVS Health to accept Apple Pay. It’s all about reducing transaction friction but I’d also add it’s a relief for someone like me that sometimes forgets his […]

read more »
Making thematic sense of the July Retail Sales report

Making thematic sense of the July Retail Sales report

We saw many confirming data points for Amazon, Costco Wholesale, Habit Restaurant and McCormick & Co. shares in the July Retail Sales report as well as in Walmart’s stellar July quarter results.

read more »
WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

In this week’s issue of Tematica Investing, we’re making some moves with the Tematica Investing Select List as we exit Starbucks shares and trim back our position in USA Technologies. We preview Costco’s earnings later this week and offer updates on our holdings in Apple, MGM Resorts, Paccar and Rockwell Automation.

read more »