Adding downside protection and naming a new Thematic Leader

Adding downside protection and naming a new Thematic Leader

We are adding some downside protection to our holdings even as Samsung draws a line in the 5G sand and that has us calling Nokia shares up to the Thematic Leaders from the Select List. We also add shares of Skyworks Solutions to the Contender’s List and address recent cannabis rumors surrounding Altria.

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Weekly Issue: Economic reality is catching up with the stock market

Weekly Issue: Economic reality is catching up with the stock market

As expected economic reality is catching up with the stock market, leading to another volatile week as investors reset expectations. With more of the same likely on tap next week, I’m sitting back and collecting earnings-related data points to update our investing mosaic using our thematic lens as the risk to reward in stock prices becomes more favorable.

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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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One step closer to 5G as Nokia shares standard-essential patent licensing rates

One step closer to 5G as Nokia shares standard-essential patent licensing rates

We are nearing the commercial deployments of 5G, one of the next-gen technologies that fall under our Disruptive Innovators investing theme. By sharing its 5G essential patent licensing rates, Nokia is offering one of the firmest signals that 5G devices will soon be a reality. Initial shipments are expected to begin in 2019 and reach […]

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WEEKLY ISSUE: Scaling deeper into Dycom shares

WEEKLY ISSUE: Scaling deeper into Dycom shares

As we hit the midpoint of the current quarter, we acknowledge our quarter to date winners as well as those that are lagging the market. We also scale deeper into Dycom shares, examine the impact our Middle-Class Squeeze investing theme is having on the housing market and share a Digital Lifestyle company that could be the next Blue Apron.

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WEEKLY ISSUE: Confirming Thematic Data Points Continue to Pour In

WEEKLY ISSUE: Confirming Thematic Data Points Continue to Pour In

It’s a big issue this week as we once again boost our Apple price target, talk on the shifting stock market dynamic and provide updates on Nokia, AXT, and Habit Restaurant as we also explain why we remain bullish on Amazon and Costco shares.

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Nokia win with T-Mobile solidifies 5G infrastructure spending outlook

Nokia win with T-Mobile solidifies 5G infrastructure spending outlook

So far this earnings season we’ve heard positive comments for the outlook for 5G network spending, particularly in the US. That’s the forward view, but the for actual spending in 2Q 2018 was a little different as Digital Infrastructure companies that sell 5G components to mobile carriers didn’t deliver robust growth. As we’ve seen before, network […]

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Weekly Issue: Trade Meetings and Earnings Reshape Market Outlook

Weekly Issue: Trade Meetings and Earnings Reshape Market Outlook

This week we are in the throes of an earnings season and trade meetings that could shape the market outlook for stocks in the back half of 2018. Those same drivers will have the market trade day-to-day in the very near-term. We discuss that as well as share updates on Dycom (DY), Nokia (NOK), AXT Inc. (AXTI), Farmland Partners (FPI), Paccar (PCAR) and United Parcel Service (UPS).

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