Weekly Issue: We aren’t out of the woods just yet

Weekly Issue: We aren’t out of the woods just yet

This week we closed the books on the month of October, and what a month it was for the stock market. In short, the month of October wiped out most the market’s year to date gains as investors digested both September quarter earnings and updated guidance that spurred a re-think in top and bottom line expectations.

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Consumers are getting smarter when it comes to sugar and leaving it behind

Consumers are getting smarter when it comes to sugar and leaving it behind

Consumers are embracing aspects of our Clean Living investing theme, which is putting pressure not only on sugar demand but forcing companies to alert their formulations while preserving taste and making M&A moves to better position their product portfolio.

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SodaStream to help Pepsico ride the Clean Living slipstream

SodaStream to help Pepsico ride the Clean Living slipstream

From reducing salt and fats from its snack business to the introduction of Bulby, its own line of flavored seltzer waters, PepsiCo continues to transform its business in line with shifting consumer preferences that are reflected in our Clean Living investing theme. With the acquisition of SodaStream, Pepsico takes several steps forward as it not only […]

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PayPal to acquire iZettle and challenge Square

PayPal to acquire iZettle and challenge Square

The world of cashless consumption continues to expand as PayPal (PYPL) makes a direct move to compete with Square (SQ) on its home turf by acquiring iZettle. This also brings it into competition with Verifone (PAY) and other payment/transaction hardware companies. Our view has been the mobile payments landscape, like many that are in their […]

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Voice Recognition Technology Hears Whispers of M&A

Voice Recognition Technology Hears Whispers of M&A

Earlier this month we had CES 2017 in Las Vegas, a techie’s mecca of new whiz-bang products set to hit the market, in some cases later this year, but in others in 2018 and beyond. A person tracking the CES trade shows over the years likely remembers the changes in inputs from clunky keyboards and […]

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KB Home unveils first-ever Apple HomeKit-enabled community

KB Home unveils first-ever Apple HomeKit-enabled community

We’ve all been waiting for the Connected Home market to hit the tipping point. With the news Samsung will acquire Harman International it looked like the Connected Car market would be the next one to take off, but KB Home’s Apple-centric HomeKit community looks to catapult the Connected Home into the limelight. Apple announced last month that […]

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Look out DirecTV Now, here comes Hulu’s live TV streaming service complete with ESPN

Look out DirecTV Now, here comes Hulu’s live TV streaming service complete with ESPN

The race to replace broadcast TV with streaming services has become even more competitive with Hulu tossing it’s hat in the ring alongside the soon to be launched DirecTV Now from AT&T that is likely to benefit from the announced Time Warner acquisition. To drive viewers, it’s all about the content and increasingly proprietary content […]

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Mastercard Data Show Chip Cards Are Worth the Wait When it Comes to Card Fraud

Mastercard Data Show Chip Cards Are Worth the Wait When it Comes to Card Fraud

  While we may not be enthused with the longer check out times associated with the move to chip cards, data from MasterCard shows a few more minutes is making all the difference when it comes to credit card fraud. Credit card fraud is down by more than 60% at Mastercard’s top five EMV-enabled merchants […]

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