Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living is a company that is positioned to benefit from our Aging of the Population investment theme. But we must determine whether those thematic tailwinds are enough for its stock to earn a buy rating at this point in time.

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WEEKLY ISSUE: Nike offers several points of confirmation; Boosting two price targets

WEEKLY ISSUE: Nike offers several points of confirmation; Boosting two price targets

As we close out Q317, Nike’s earnings results reinforce several as our investment themes as well as our recent comments on the dollar.

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WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

We are in the thick of things this week, amid several hundred earnings reports, anxiously awaiting the latest Fed commentary coming out of its monetary policy meetings, and of course, there all that is coming out of Washington D.C. these days. In this week’s issue we walk through the implications of each as well as dig into thematic data points coming out of earnings reports.

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Cocktail Investing Ep 4: Yellen, South Korea & Plastic Surgery and Mobile Advertising with Digital2Go

Cocktail Investing Ep 4: Yellen, South Korea & Plastic Surgery and Mobile Advertising with Digital2Go

On this week’s episode of Cocktail Investing, we welcome Digital2GO CEO Mike Canevaro, who not only adds his perspective to the economic and Thematic Signals discussion but then gives us a deep dive on Digital2Go and on how mobile is shaking up the advertising industry.

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