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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Adding more Del Frisco’s to our plate following several bullish data points

Adding more Del Frisco’s to our plate following several bullish data points

Following several bullish data points from last week, including ones found in the August Retail Sales report, we are adding to our position in Del Frisco’s Restaurant Group (DFRG). The August Retail Sales report was also positive for our Amazon, UPS, Costco Wholesale and McCormick & Co. shares.

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Weekly Issue: Amazon Prime Day, Netflix Earnings, Controversy at Farmland Partners and June Retail Sales

Weekly Issue: Amazon Prime Day, Netflix Earnings, Controversy at Farmland Partners and June Retail Sales

As we get ready to drink from the earnings fire hose later this week, we share our thoughts not only the overall market but also on Amazon’s 2018 Prime Day, Netflix 2Q 2018 earnings report, what happened with Farmland Partners last week and how the June Retail Sales Report was a positive for our Habit Restaurant and Costco Wholesale shares.

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WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

Earnings season for 1Q 2018 is underway, and while we’ve gotten off to a promising start, the season is only just getting started. We’ll continue to watch all the data as it comes in for 1Q 2018 to size up what we’re likely to hear in the coming weeks. We’ve got some bullish results from a competitor of Applied Materials, and we’re putting Habit Restaurant shares under the microscope.

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WEEKLY ISSUE: Is Inflation Rearing Its Ugly Head or Not?

WEEKLY ISSUE: Is Inflation Rearing Its Ugly Head or Not?

Earlier this morning we received the January Consumer Price Index (CPI), one of the closely watched measures of that now dirty word – inflation. As a quick reminder, the market swings over the last two weeks were ignited by the headline wage data in the January Employment Report, as well as other signs, such as rising freight costs. This topic of resetting inflation expectations and what it may mean for the Fed and interest rates has been a topic of conversation amongst all investors this week.

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While the Apple event was a yawner, it does present opportunity elsewhere

While the Apple event was a yawner, it does present opportunity elsewhere

This week, following the snooze-fest that was the Apple Special event on Tuesday, September 12th, we are adding a new call option position on this display and semi-cap equipment company while we wait for the August Retail Sales report.

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July Retail Sales Contradict Retailers

July Retail Sales Contradict Retailers

Tuesday’s Retail Sales report from the Census Bureau for July surprised to the upside, with stronger than expected motor vehicles and parts sales which were in sharp contrast with the weak sales reported by the auto manufacturers themselves. The report also showed an increase in sporting good sales, which is also in contrast to what […]

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Friday’s Missed Shots: Retail, Inflation & Banks

Friday’s Missed Shots: Retail, Inflation & Banks

Thank God it was Friday, as after the disappointing Retail Sales, weaker-than-expected CPI and bank earnings, most likely needed a drink. (Personal choice on a hot summer night is Tanqueray® Rangpur & tonic with cucumber, lime, and some shaved ginger, in case anyone was in dire need.) Retail Sales Retail Sales missed for the second month […]

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