Adding downside protection and naming a new Thematic Leader

Adding downside protection and naming a new Thematic Leader

We are adding some downside protection to our holdings even as Samsung draws a line in the 5G sand and that has us calling Nokia shares up to the Thematic Leaders from the Select List. We also add shares of Skyworks Solutions to the Contender’s List and address recent cannabis rumors surrounding Altria.

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Adding a defensive consumer play to the trade blotter

Adding a defensive consumer play to the trade blotter

We are adding a defensive consumer play to the Tematica Options+ trade blotter to capitalize on the “retro” trade for inelastic consumer products, better known in thematic-speak as Middle-class Squeeze centric products and retailers.

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Weekly Issue: Economic reality is catching up with the stock market

Weekly Issue: Economic reality is catching up with the stock market

As expected economic reality is catching up with the stock market, leading to another volatile week as investors reset expectations. With more of the same likely on tap next week, I’m sitting back and collecting earnings-related data points to update our investing mosaic using our thematic lens as the risk to reward in stock prices becomes more favorable.

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WEEKLY ISSUE: Updates on Costco, Chipotle and Adding Altria Calls to the Mix

WEEKLY ISSUE: Updates on Costco, Chipotle and Adding Altria Calls to the Mix

Costco shares have been on a tear, leading us to book a big win on one call position as we add another one to the mix. We’re also adding a new call position in Altria and boosting the stop loss for our existing call position in Chipotle Mexican Grill.

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Issuing a Buy rating on (SH) shares while exiting (IPAY) shares

Issuing a Buy rating on (SH) shares while exiting (IPAY) shares

We had another bout of pain in the market as we entered February. While the market seems to have moved off oil prices for the moment, it remains concerned. Key reasons are slowing economic data (including the recent ISM Manufacturing and ISM Services reports and the Employment Report, all for January) and weaker-than-expected outlooks this earnings season from a growing number of companies. All of this has led to a rethinking of growth expectations and valuations, with growth stocks the hardest hit, as evidenced by the year-to-date move in the Nasdaq Composite Index, which is down almost 13%, compared to dips of 7% and 8% for the Dow Jones Industrial Average and the S&P 500 respectively.

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