We continue to hear about the retail apocolypse that is destroying brick & mortar retail. Each monthly Retail Sales report shows continued share gains by non-store retail sales, government speak for digital commerce, one of the core drivers of our Digital Lifestyle investing theme. Following the path blazed by Nike (NKE), Carter’s (CRI), Calvin Klein […]
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Amid DC-centric uncertainty back in vogue, we are seeing renewed uncertainty in the market this week. We’ll stick to our thematic knitting, which should Trump-proof the Tematica Investing Select List. We also game out the pending bankruptcy for Toys R Us, the latest but certainly not the last company to fall victim to our Connected Society investing theme.
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On this week’s Cocktail Investing, we touch on issues that are plaguing fast food restaurants, better known as quick service restaurants. While some might focus on improving the food or getting in tune with consumers that are shifting their preferences more in line with our Food with Integrity investing theme, some QSRs like Pizza Hut, […]
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Data captured by Google Android to manufacture custom clothing, Facebook increasingly moving toward video programming, and 428 “shovel ready” projects spells opportunity for infrastructure player US Concrete (USCR) President and CEO Bill Sandbrook.
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The stock market is moving a little faster and more volatile over the last few days, far different than what we saw through most of the summer. Inside this issue we recap the drivers for the flip-flopping — it’s a technical term, trust us 😉 — of the market and what’s likely to be on investor radars next.
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In today’s issue of Tematica Investing, we adding a new position as we dig into falling food prices (which is a good thing for this company) and the consumer’s move towards Food with Integrity.
read more »We are issuing a buy on this stock as part of our Rise & Fall of the Middle Class theme, which stands to benefit from robust repair & remodel spending over the next few years.
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As expectations are reset, it can mean opportunity — opportunity for taking positions in companies we see as well-positioned from a thematic perspective, but at better prices than just a few weeks ago. We saw that last week with CalAmp Corp (CAMP), and we see it again this week with this nursing staffing company
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In this week’s issue of Tematica Investing we add to the Tematica Select List with a Connected Society player, as well as include updates other key holdings, including out thoughts “The Mouse”.
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