Diabetes solutions tapping our Disruptive Innovators and Digital Lifestyle investing themes

Diabetes solutions tapping our Disruptive Innovators and Digital Lifestyle investing themes

When it comes to the market that is diabetes — it affects some 30 million Americans, more than 9% of the population, according to the CDC and rates of those diagnosed with diabetes rises with age, to 25% of those 65 and older — we are seeing a number of new products and services that […]

read more »
WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

As we wait for the results of the Fed’s latest monetary policy meeting later today, we’ll put an Aging of the Population company under the microscope and share some thought on what renewed privacy concerns are likely to bring about.

read more »
We expect Facebook will answer the call for more privacy safeguards

We expect Facebook will answer the call for more privacy safeguards

Shares of social media platform and Connected Society hub, Facebook, are being hit over renewed privacy concerns spinning out of more revelations concerning the 2016 presidential election. With the company already refocusing on quality interactions among its users, we expect it will answer the call for greater privacy safeguards as it expands its reach into video related content.

read more »
Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

After yesterday’s mixed earnings blitzkrieg that featured results from Apple, Amazon, Alphabet/Google and United Parcel Services, we’re boost several price targets and trimming one.

read more »
This week’s earnings season game plan

This week’s earnings season game plan

As earnings season for the Tematica Investing Select List heats up, in this post we break down what we’ll be watching in reports from six holdings in the coming days. In particular, given the recent melt-up in the market that has been fueled in part by favorable fundamentals and 2018 tax rate adjustments, we detail what we’ll be hoping to hear from these key companies and their forecasts for the coming quarter and beyond.

read more »
WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

2018 is off to a solid start and several positions on the Tematica Investing Select List are benefitting — as expected — from the announcements at CES 2018

read more »

Disney’s buying Fox has a Connected Society appeal

With consumers increasing shifting their content consumption to streaming services, be it online or via mobile, we are seeing a number of moves by companies to position themselves accordingly. AT&T (T) is looking to buy Time Warner (TWX), Alphabet (GOOGL) is expanding the reach of YouTubeTV and Apple (AAPL) is hiring programming talent. Amid all […]

read more »
Special Alert: Trimming Back our Amazon Call Position

Special Alert: Trimming Back our Amazon Call Position

The holiday weekend shopping data confirms our view on several Connected Society positions, including our Amazon call positions. Being prudent investors, we are going to book a hefty win and take half of those calls off the table this morning. .

read more »
Special Alert: Recapping bullish signals for our Connected Society theme as holiday shopping goes increasingly digital this year

Special Alert: Recapping bullish signals for our Connected Society theme as holiday shopping goes increasingly digital this year

The holiday weekend shopping data confirms our view on several Connected Society positions on the Tematica Select List, and the data is prompting us to book a hefty call option win for Tematica Options+ subscribers.

read more »