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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Samsung focuses innovation efforts on the next industry to be disrupted – autos

Samsung focuses innovation efforts on the next industry to be disrupted – autos

  With innovation stalling, at least for now, in the smartphone market, we see companies shifting their R&D investments in technologies that are poised to disrupt other markets. One of those receiving the most attention these days is the automotive industry. While the guts of cars and trucks have become littered with chips and sensors, […]

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Boosting Our Price Target on this Disruptive Technology Company Again

Boosting Our Price Target on this Disruptive Technology Company Again

We are once again boosting our price target on this Disruptive Technology company that is benefitting from the adoption of organic light emitting display technology across a growing number of consumer electronic and automotive applications.

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Osram Scales It’s Disruptive Security Technology for Samsung Smartphones

Osram Scales It’s Disruptive Security Technology for Samsung Smartphones

As we shift more of our digital lives into the smartphone, security becomes increasingly important and that is giving rise to new technologies. Apple brought its TouchID into them mainstream with the iPhone, but Osram is scaling up its infrared iris-scanning technology for Samsung. We’re thinking these disruptive technologies are likely to move past smartphones […]

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Feeling Sick? Check Your Wearable To Be Sure

Feeling Sick? Check Your Wearable To Be Sure

Exercise and movement tracking as well as messaging have been cited as some of the top reason people buy wearable devices like the Apple Watch, Fitbit Flex or Charge, or others from Samsung, Huawei, Sony and even Tag Heuer. As we’ve seen with the smartphone, there are far more applications than originally thought and this […]

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KB Home unveils first-ever Apple HomeKit-enabled community

KB Home unveils first-ever Apple HomeKit-enabled community

We’ve all been waiting for the Connected Home market to hit the tipping point. With the news Samsung will acquire Harman International it looked like the Connected Car market would be the next one to take off, but KB Home’s Apple-centric HomeKit community looks to catapult the Connected Home into the limelight. Apple announced last month that […]

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IDC survey finds Samsung Galaxy Note 7 users switching to iPhone 

IDC survey finds Samsung Galaxy Note 7 users switching to iPhone 

No one wants a self-combusting smartphone let alone one that could result in a larger explosion. With airlines banning the Note 7, and more questions around Samsung’s exploding washing machines the brand image could use some help… in the meantime, it looks like Apple and Whirlpool Corp. could benefit from consumer switching. IDC surveyed 1,082 […]

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Android’s Customizability Makes Quadrooter and Other Safety Patches a Challenge

Android’s Customizability Makes Quadrooter and Other Safety Patches a Challenge

The more capabilities incorporated into smartphones and other devices means increasingly complex software under the hood to enable them. Much like Microsoft’s Windows that by necessity needed to be open to so many devices (mice, keyboards, monitors, game controllers, printers, scanners and the like), Android’s fragmented ecosystem with nearly every smartphone manufacturer customizing the OS […]

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