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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Apple making the iPhone even more connected

Apple making the iPhone even more connected

The iPhone is not only one of the most addictive devices around, something that is becoming even more so thanks to Fortnite, it is also one of the most connected. As tends to be the case, however, Apple will lag the overall market with features until a tipping point is at hand. It appears that […]

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SPECIAL ALERT: Calling this Disruptive Technology Company back up to the Select List

SPECIAL ALERT: Calling this Disruptive Technology Company back up to the Select List

On the news that Apple plans to fully transition its iPhone lineup to organic light emitting diode displays, we are adding back shares of Disruptive Technology company Universal Display (OLED) to the Tematica Investing Select List.

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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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With more earnings on the way, getting ready for a shortened week for stocks

With more earnings on the way, getting ready for a shortened week for stocks

We’ve got a shortened week for the stock market, but there will still be some economic data that will bring some clarity on inflation, the recent scourge of the stock market. We also have two holdings on the Tematica Investing Select List reporting earnings this week, and we share what’s expected and what we’re looking for.

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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.

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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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Apple playing the long-game with Apple Pay

The current headlines are rumor mongering over iPhone X production cuts for the first half of 2018, but Apple continues to improve the stickiness of iPhone by tapping into the exploding world of mobile payments with Apple Pay. Initially off to a slow start, Apple Pay is now reportedly accepted in 50% of US retail […]

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