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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Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.

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Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Over the last several quarters, one of the few blemishes to be had with Disney has been ESPN as chord cutters moved away from the sports programming behemoth. While it took some time for Disney to get its digital offering together, which included some headcount pruning and other cost-saving measures, this past April it launched […]

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Introducing The Thematic Leaders

Introducing The Thematic Leaders

Following the recasting of our investing themes over the last several, we are introducing The Thematic Leaders, which crystallize and embody their respective thematic tailwinds.

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Booking some gains, boosting stop losses levels and new call recommendation as well

In this week’s issue, we’re adding a new call option position in Alibaba shares, booking some wins in our Costco Calls as well as boosting our stop losses levels on the remaining Costco calls as well as our layered Netflix call option strategy.

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Facebook’s Watch get the international treatment and amps the content arms race

Facebook’s Watch get the international treatment and amps the content arms race

Over the last few quarters, we’ve seen a growing number of streaming content services come to market to challenge the success had by Netflix and to a lesser extent Amazon’s Prime Video. And the new entrants are from over given the pending launch of Disney’s Disney Play, AT&T/Time Warner’s DC Universe, Walmart’s Vudu and of […]

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Weekly Issue: Adding a layered approach to our Netflix strategy and new position in IFF

Weekly Issue: Adding a layered approach to our Netflix strategy and new position in IFF

In this week’s issue we are adding a layered approach to our Netflix strategy, adding a new call position for IFF shares and following a huge run in our Costco calls, adding a stop loss to lock in a minimum of double-digit gains.

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WEEKLY ISSUE: Taking Positions Off the Board and Reallocating Into Existing Positions

WEEKLY ISSUE: Taking Positions Off the Board and Reallocating Into Existing Positions

As the current bull market is poised to make history, the Tematica Investing Select List continues to deliver above market returns. Ahead of the post Labor Day race to the end of 2018, we’re pruning shares of Paccar, Rockwell Automation and GSV Capital and scaling into shares of Applied Materials and Netflix at current levels.

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