Weekly Issue: Factors making the stock market melt up a head-scratcher

Weekly Issue: Factors making the stock market melt up a head-scratcher

In this week’s issue, we dig into the latest shareholder letter from Warren Buffett, examine the growing number of dividend cuts and other factors make the year to date melt up in the stock market something of a head-scratcher. That best performance in 20+ years hinges on a successful trade deal with China, but there are other factors that we need to examine so we don’t fall prey to a “buy the rumor, sell the news” scenario. We recap the sharp move in Universal Display shares following its latest earnings report and touch on favorable news emanating from Mobile World Congress 2019 for Nokia.

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Weekly Issue: Favorable signposts have us adding a call option position

Weekly Issue: Favorable signposts have us adding a call option position

In this week’s issue, we dig into the latest shareholder letter from Warren Buffett, examine the growing number of dividend cuts and other factors make the year to date melt up in the stock market something of a head-scratcher. That best performance in 20+ years hinges on a successful trade deal with China, but there are other factors that we need to examine so we don’t fall prey to a “buy the rumor, sell the news” scenario. We recap the sharp move in Universal Display shares following its latest earnings report and touch on favorable news emanating from Mobile World Congress 2019 for Nokia. Those favorable signposts have us adding a call option position in Nokia shares this morning as we boost our stop loss on the Del Frisco calls.

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Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

The thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. In that light, we are using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably.

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Tematica Options+: A Thematic Look at 2019 and a New Option Trade

Tematica Options+: A Thematic Look at 2019 and a New Option Trade

As the stock market enjoys a strong start to 2019, a number of issues remain ahead of it that will likely lead to a challenging December quarter earnings season. At the same time, the thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. We using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably. We are also adding a call option play on Del Frisco’s (DFRG) shares.

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JP Morgan’s Jamie Dimon says cyber is the biggest vulnerability the financial system

JP Morgan’s Jamie Dimon says cyber is the biggest vulnerability the financial system

When Jamie Dimon, CEO of JPMorgan Chase one of the largest banking entities, speaks investors and the markets tend to listen and digest what he is saying. This week, Dimon reminded that cybersecurity, one of the tentpoles of our Safety & Security investing theme, is an area that individuals, institutions and the government need to […]

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WEEKLY ISSUE: Putting Some Defensive Calls in Play

WEEKLY ISSUE: Putting Some Defensive Calls in Play

As we prepare for the earnings onslaught to be had, we are adding some defensive call option positions to the Select List given rising concerns over the potential impact of tariffs on company earnings in the second half of 2018. We also recap some of the recent developments that relate to our call options in JPM, AMCX and DISCA shares.

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WEEKLY ISSUE: Positioning for Fed Stress Test Result

WEEKLY ISSUE: Positioning for Fed Stress Test Result

Ahead of the news on the next installment of the Fed’s stress test results for banks, we’re adding a call position in JPMorgan (JPM) and keeping our media M&A call option trades in play as Comcast (CMCSA) could make another bid for 21st Century Fox (FOXA)

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