Reasons To Be Cautious Ahead of Trump’s Feb. 28 Speech?

Reasons To Be Cautious Ahead of Trump’s Feb. 28 Speech?

Ahead of President Trump’s speech to a joint session of Congress on Tuesday, Feb. 28, investors should consider some defensive measures just in case the stock market gets a case of post-speech indigestion.

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Putting on Some Athletic Kicks and Grabbing Another Shot of Java Calls

Putting on Some Athletic Kicks and Grabbing Another Shot of Java Calls

We are likely to see current-quarter GDP forecasts ratcheted back some and the data out yesterday, today and tomorrow are likely to give Janet Yellen and the other Fed heads ample cover to wait a bit longer. Good for our dividend-paying stocks and opportunity for other option plays.

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Drop in Coffee Prices create an opportunity for Starbucks (SBX)

Drop in Coffee Prices create an opportunity for Starbucks (SBX)

Normally, we’d be tempted to add call options for companies that we consider to have strong upside in the share price over the coming months. For example, as consumers increasingly shift their purchasing online, we’d like to capture any and all key spending events, like Back to School, Halloween, Thanksgiving and Christmas holidays, that are likely to help spur that spending shift.

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As earnings kick into 5th gear expected volatility has us on sidelines, for now

As earnings kick into 5th gear expected volatility has us on sidelines, for now

As we’ve shared with you thus far, overall earnings expectations for the S&P 500 group of companies has continued to trend lower since the end of 3Q 2015. The expected volatility has us on the sidelines from jumping on new positions . . . for now. But that doesn’t mean we’re not busy sharpening our pencils and getting ready for the right opportunity.

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Wading deeper into earnings reports reveals growth expectations not living up to expectations

Wading deeper into earnings reports reveals growth expectations not living up to expectations

It’s earnings season, and with anywhere from a few hundred to more than a 1,000 companies reporting their results, this certainly makes for a volatile time with investors shooting first as results hit the tape and asking questions over the quality of those earnings later. As we navigate the maze of earnings reports to be had in the coming days, we’ll continue to refine our thematic shopping list and look to pounce on opportunities that offer a compelling risk to reward trade off.

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Entering Choppy Waters as Earnings Velocity Picks Up

Entering Choppy Waters as Earnings Velocity Picks Up

Earnings season kicks into high gear this week. Despite the headline print of the Dow Jones Industrial Average, which has climbed just over 1 percent over the last week given the moves in the 30 stocks that comprise the index, we’re seeing choppy waters emerge following March quarter results

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Content continues to be king as we add another position to Tematica Select List

Content continues to be king as we add another position to Tematica Select List

We are seeing a new era of content given the entrance of companies like Netflix (NFLX), Amazon (AMZN) and Hulu as well as the growing influence of gaming, which has already spawned several cross platform properties. New technologies bring challenges, but at the end of the day no matter where consumers are with whatever device they have in their hands, content is what they will be consuming in one form or another. It’s at this inflection point where we focus our investment strategy on one of the oldest content producers in the business.

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Adding option-play to Cash-Strapped Consumer position, continue hold on market hedge positions

Adding option-play to Cash-Strapped Consumer position, continue hold on market hedge positions

The market continues to melt up despite the arrival of economic data and the earnings reports from Alcoa (AA) and CSX (CSX) which confirm the mismatch between fundamentals and valuations. We hold on our market hedge positions while making an option play on a Cash-Strapped Consumer position.

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