Corning beats, but smartphone comments will be the near-term guide for the shares

Corning beats, but smartphone comments will be the near-term guide for the shares

This morning this Disruptive Technologies company delivered better than expected December quarter results, but with the market priced to perfection, investors will be drilling into its smartphone comments to determine the near-term direction of the shares. We’ll be buyers on weakness given the long-term prospects for the adoption of the company’s products.

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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.

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Special Alert: Apple added to the Tematica Investing Select List

Special Alert: Apple added to the Tematica Investing Select List

Apple reports 3Q 2017 results this week. The focus will be on the company’s guidance not only on iPhone production commentary, but the timing around these models being launched in other markets. We see the Apple story far from over and are using this opportunity to make a move on the shares with an aggressive price target.

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WEEKLY ISSUE: Glass Demand Gets an Apple-Related Boost

WEEKLY ISSUE: Glass Demand Gets an Apple-Related Boost

With glass demand set to rise given Apple’s new smartphone models as well as larger format TVs and fiber to the home deployments, we’re adding a new call position to the Select List.

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Here’s what we’ll be watching for at today’s Apple special event

Here’s what we’ll be watching for at today’s Apple special event

Several of the Disruptive Technologies investment theme companies on the Tematica Select List will play a key role in the Apple Special Event scheduled for Tuesday, September 12th, even if the companies themselves are never mentioned. With expectations once again running high ahead of this Apple event, here’s what we’ll be watching for as it pertains to the Tematica Select List.

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