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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Visa & Mastercard mandating contactless payment terminals

Visa & Mastercard mandating contactless payment terminals

New technology adoption can be driven, primarily, by two forces – bubbling up based on consumer demand or pushed down due to a mandate from companies or the government. With contactless payments, we’ve seen consumer uptake grow as mobile payments, like Apple Pay, have come to smartphones and wearables. Now Mastercard  (MA) and Visa (V) are mandating […]

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China and Trade – It’s Complicated

China and Trade – It’s Complicated

On Monday, August 14th I spoke with David Asman and Melissa Francis, hosts of After the Bell on Fox Business, about the recent moves in the market and the discussions around trade relations with China. I pointed out that while trade is often discussed in the media as a transaction in which there is a […]

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Applied Material’s Outlook for OLEDs Boosts Our Universal Display Price Target

Applied Material’s Outlook for OLEDs Boosts Our Universal Display Price Target

Shares of this Disruptive Technology play are once again climbing higher, likely due to bullish comments shared by compound semiconductor capital equipment company Applied Materials (AMAT) on the organic light emitting diode market on its earnings call last night.

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