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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HTC’s AI, VR and blockchain applications only start in the healthcare sector

HTC’s AI, VR and blockchain applications only start in the healthcare sector

As the smartphone market matures, HTC’s efforts in artificial intelligence, augmented and virtual reality are bearing fruit initially in the healthcare sector, but that is just the beginning for these Disruptive Innovation applications.

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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: 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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Introducing The Thematic Leaders

Introducing The Thematic Leaders

Following the recasting of our investing themes over the last several, we are introducing The Thematic Leaders, which crystallize and embody their respective thematic tailwinds.

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Facebook’s Watch get the international treatment and amps the content arms race

Facebook’s Watch get the international treatment and amps the content arms race

Over the last few quarters, we’ve seen a growing number of streaming content services come to market to challenge the success had by Netflix and to a lesser extent Amazon’s Prime Video. And the new entrants are from over given the pending launch of Disney’s Disney Play, AT&T/Time Warner’s DC Universe, Walmart’s Vudu and of […]

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WEEKLY ISSUE: Scaling deeper into Dycom shares

WEEKLY ISSUE: Scaling deeper into Dycom shares

As we hit the midpoint of the current quarter, we acknowledge our quarter to date winners as well as those that are lagging the market. We also scale deeper into Dycom shares, examine the impact our Middle-Class Squeeze investing theme is having on the housing market and share a Digital Lifestyle company that could be the next Blue Apron.

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Even theme parks are spending millions on Wi-Fi to connect guests

Even theme parks are spending millions on Wi-Fi to connect guests

If we needed any confirmation that aspects of our Digital Lifestyle investing theme are bleeding over into in-person fun, here it is – theme parks are adding free Wi-Fi. Now, in some cases, it may be to stream videos, but more likely it’s to access maps, schedules, and tickets that one finds inside a theme park’s […]

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An all-in-one Apple media subscription plan could upset the content cart

An all-in-one Apple media subscription plan could upset the content cart

Apple CEO Tim Cook has been vocal about growing the company’s Services business as way to not only diversify its revenue stream, but in my view also make its iOS and other devices even stickier with consumers. As we have seen before Content is King is a key driver in our Digital Lifestyle investing them […]

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