Pie Tops Sneakers Are More Sizzle Than Steak

Pie Tops Sneakers Are More Sizzle Than Steak

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, […]

read more »
Cocktail Investing Ep 3: Trump, Infrastructure and Bill Sandbrook of US Concrete

Cocktail Investing Ep 3: Trump, Infrastructure and Bill Sandbrook of US Concrete

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.

read more »
Using Market Flip Flops to Scale Several Positions and Add a New One As Well

Using Market Flip Flops to Scale Several Positions and Add a New One As Well

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.

read more »
Getting this nursing stock off the bench and into the game

Getting this nursing stock off the bench and into the game

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

read more »
It’s 11am, do you know where your car is? If not the stock we’re adding this week probably does

It’s 11am, do you know where your car is? If not the stock we’re adding this week probably does

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”.

read more »