Weekly Issue: Adding Two Calls Ahead of the Holiday Season

Weekly Issue: Adding Two Calls Ahead of the Holiday Season

Yesterday, the National Retail Federation published its 2018 holiday retail sales forecast, which covers the November and December time frame and excludes automobiles, gasoline, and restaurants sales. On that basis, the NRF expects an increase between 4.3%-$4.8% over 2017 for a total of $717.45- $720.89 billion.

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WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

We’ve got a full issue this week as we tackle the findings of the recent flash ISM Report and the Business Roundtable survey, get ready for the Fed’s expected rate hike later today and share one of the bigger changes taking place at S&P that will reverberate through mutual funds and ETFs. All that plus some good news for our AAPL and OLED shares.

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WEEKLY ISSUE: Taking Positions Off the Board and Reallocating Into Existing Positions

WEEKLY ISSUE: Taking Positions Off the Board and Reallocating Into Existing Positions

As the current bull market is poised to make history, the Tematica Investing Select List continues to deliver above market returns. Ahead of the post Labor Day race to the end of 2018, we’re pruning shares of Paccar, Rockwell Automation and GSV Capital and scaling into shares of Applied Materials and Netflix at current levels.

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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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WEEKLY ISSUE: Amid an air of uncertainty we revisit a Cashless Consumption player

WEEKLY ISSUE: Amid an air of uncertainty we revisit a Cashless Consumption player

As the stock market continues to see-saw back and forth based on the latest headlines emanating on the geopolitical front, we’re adding back shares in this Cashless Consumer company to the Tematica Investing Select List, and checking in on several other Select List positions. With 1Q 2108 earnings season kicking off next week, we’re likely to see the uncertainty of the last few weeks play out in corporate guidance, making the market volatility to continue. Our perspective should be it’s a chance to scoop up well thematically positioned companies at better prices.

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Surprises From Market Breadth with Record Margin Debt

Surprises From Market Breadth with Record Margin Debt

As we discussed earlier, heading into the third quarter earnings season, we have above average level of positive guidance in terms of both top line sales and earnings as well as lower-than-average negative earnings guidance. We  pointed out yesterday, however, that an uncomfortable portion of that guidance is driven by gains from a weak dollar […]

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Something more than Harvey and Irma have Goldman Sach’s CEO “unnerved” about the current stock market?

Something more than Harvey and Irma have Goldman Sach’s CEO “unnerved” about the current stock market?

Goldman Sachs CEO shares his view the current stock market is unnerving, and we explain why he probably things that.

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