WEEKLY ISSUE: Investment themes changing the diamond industry, Apple’s WWDC 2018 and more

WEEKLY ISSUE: Investment themes changing the diamond industry, Apple’s WWDC 2018 and more

In this week’s issue of Tematica Investing, we bump up our price target for Apple following WWDC 2018. MGM Resorts avoids the Las Vegas strike while Paccar shares catch an upgrade. We also examine the sudden decision by De Beers to accept lab grown diamonds, which has us looking at shares of Charles & Covard.

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Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

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Are Ink Sales Still an Economic Barometer? We don’t think so…

Are Ink Sales Still an Economic Barometer? We don’t think so…

While ink sales have started to rebound at HP, we have to question if something CEO Meg Whitman said in 2012 still holds. Back then Whitman shared ink sales served as a back of the envelope economic indicator with the though being the busier companies are, the more ink they consume. Our thinking today is […]

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KB Home unveils first-ever Apple HomeKit-enabled community

KB Home unveils first-ever Apple HomeKit-enabled community

We’ve all been waiting for the Connected Home market to hit the tipping point. With the news Samsung will acquire Harman International it looked like the Connected Car market would be the next one to take off, but KB Home’s Apple-centric HomeKit community looks to catapult the Connected Home into the limelight. Apple announced last month that […]

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