Weekly Issue: Streaming Services and the Middle Class Squeeze

Weekly Issue: Streaming Services and the Middle Class Squeeze

As we approach the halfway market for the current quarter, stocks continued to rally as December quarter concerns appear to melt away. While the market is hopeful, we will continue to focus on the details and nitty-gritty. Several Thematic Leaders continue to trounce the market and upcoming economic data should put some favorable context around Costco Wholesale (COST) shares. With Middle-class Squeeze consumers struggling, we take a look at LendingClub (LC) shares.

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Weekly Issue: Another company poised to benefit from the Middle Class Squeeze

Weekly Issue: Another company poised to benefit from the Middle Class Squeeze

As we approach the halfway market for the current quarter, stocks continued to rally as December quarter concerns appear to melt away. While the market is hopeful, we will continue to focus on the details and nitty-gritty. Several Thematic Leaders continue to trounce the market and upcoming economic data should put some favorable context around Costco Wholesale (COST) shares. With Middle-class Squeeze consumers struggling, we take a look at LendingClub (LC) shares. On the options side, we are adding a new position in LendingClub ahead of next week’s earnings report, and we’re upping our stop loss on the Del Frisco’s (DFRG) calls that are up big vs. last week.

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A live concert in Fortnite shows why Netflix is right to be worried

A live concert in Fortnite shows why Netflix is right to be worried

We recently published a Thematic Signal in which we discussed the comment from Netflix management why it isn’t so worried about HBO, but rather Fortnite. If there was any doubt it was put to rest in the form a recent live concert held inside Fortnite that drew “25 times as many people that attended Woodstock in […]

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Weekly Issue: Verizon is bulls up on 5G, paving the way for a Disruptive Innovator Leader position

Weekly Issue: Verizon is bulls up on 5G, paving the way for a Disruptive Innovator Leader position

As earnings season continues, the market catches a positive breather following Apple’s not as bad as it could have been December quarter earnings report. We still have several hundred reports to go, and the preponderance of companies are issuing weaker than expected guidance. As we navigate upcoming reports and puzzle what they mean for 2019 earnings expectation, the Fed will emerge from its latest monetary policy meeting today, and later this week we should learn how the latest round of US-China trade talks went. Verizon is bulls up on 5G, and that along with issues for China mobile company Huawei as well as bullish earnings report from Ericsson pave the way for a solid one from Disruptive Innovator Leader Nokia. That is prompting a call option trade in NOK shares ahead of that earnings report tomorrow.

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Weekly Issue: As earnings season continues, the market catches a positive breather

Weekly Issue: As earnings season continues, the market catches a positive breather

The market catches a positive breather following Apple’s not as bad as it could have been December quarter earnings report. We still have several hundred reports to go, and the preponderance of companies are issuing weaker than expected guidance. As we navigate upcoming reports and puzzle what they mean for 2019 earnings expectation, the Fed will emerge from its latest monetary policy meeting today, and later this week we should learn how the latest round of US-China trade talks went. Verizon is bulls up on 5G, and that along with issues for China mobile company Huawei as well as bullish earnings report from Ericsson pave the way for a solid one from Disruptive Innovator Leader Nokia.

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Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders.

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Weekly Issue: Revisiting a Thematic High Flyer

Weekly Issue: Revisiting a Thematic High Flyer

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders. We also add a call option play on USAT shares.

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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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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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