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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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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SPECIAL ALERT – Adding Nokia shares to the Tematica Select List

SPECIAL ALERT – Adding Nokia shares to the Tematica Select List

After recently adding Nokia Corp. (NOK) shares to the Contender List, we are now adding them to the Tematica Select List given continued progress in its higher margin, intellectual property (IP) business.

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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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