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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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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With new antennas, Qualcomm signals 5G smartphones are coming “soon”

With new antennas, Qualcomm signals 5G smartphones are coming “soon”

We’re also looking for confirming data points for our investment themes, especially those that are poised to disrupt existing business models. In the case of 5G mobile technology, one of the meaningful questions is when we will see commercial deployments of both 5G networks and 5G devices. After all, a 5G network is pretty hard […]

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WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

During a busy week of earnings and start of the month economic data, Apple once again put the doomsayers in their place with another quarterly beat and an upsized capital return program that supports our $200 price target. Let’s talk the Fed ahead of today’s latest monetary policy press release, and we’re using the robust pullbacks in AXTI and LYTS to scale into these positions on the Tematica Investing Select List.

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Weekly Issue: After the close corporate earnings anything but “steady as she goes”

Weekly Issue: After the close corporate earnings anything but “steady as she goes”

As earnings heat up and volatility returns to the market, we are standing pat with our existing call options positions. As we do this, we’re sharing a very speculative idea with subscribers that leverages the growing mobile banking market in India

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SPECIAL ALERT – Adding Nokia shares to the Tematica Select List

SPECIAL ALERT – Adding Nokia shares to the Tematica Select List

After recently adding Nokia Corp. (NOK) shares to the Contender List, we are now adding them to the Tematica Select List given continued progress in its higher margin, intellectual property (IP) business.

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Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Restaurants stocks are challenged by consumer spending and a shift in eating preferences. That same preference shift bodes very well for two “buy the bullets, not the gun” companies on the Tematica Select List

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