Boeing’s 737-Max issues highlight index construction issues
The construction and weighting of the indices that power the major market indices as well as ETFs make all the difference as highlighted by Boeing’s current 737 aircraft issues.
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Weekly Issue: Del Frisco’s Sends Strong Signals of Potential Take Over Bid
The US stock market rallied in January and continues to move higher in February even as earnings expectations for the market continue to slump. While caution is warranted near-term, opportunities are emerging with Thematic King Amazon being a shining example. A Board additional to Living the Life company Del Frisco’s signals it is seriously evaluating takeover bids.
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Weekly Issue: Making a strategic move on Del Frisco’s options
The US stock market rallied in January and continues to move higher in February even as earnings expectations for the market continue to slump. While caution is warranted near-term, opportunities are emerging, with Thematic King Amazon being a shining example. A Board additional to Living the Life company Del Frisco’s signals it is seriously evaluating takeover bids. We are adding a call option play to capture takeout upside to be had with DFRG shares.
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Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON
The thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. In that light, we are using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably.
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Tematica Options+: A Thematic Look at 2019 and a New Option Trade
As the stock market enjoys a strong start to 2019, a number of issues remain ahead of it that will likely lead to a challenging December quarter earnings season. At the same time, the thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. We using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably. We are also adding a call option play on Del Frisco’s (DFRG) shares.
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Weekly Issue: Looking Around the Bend of the Current Rebound Rally
We’ve closed the books on a painful November, and while progress on the US-China trade front is popping the stock market today a number of issues remain that will likely come into focus as the relief rally fades. We recap the Thanksgiving through Cyber Monday holiday shopping, a boon for our Digital Lifestyle investing theme and discuss what investors should be watching this week as we kick off the last month of the trading year.
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Weekly Issue: We aren’t out of the woods just yet
This week we closed the books on the month of October, and what a month it was for the stock market. In short, the month of October wiped out most the market’s year to date gains as investors digested both September quarter earnings and updated guidance that spurred a re-think in top and bottom line expectations.
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Caution still warranted as we book a big win with Chipotle
We are booking a hefty win in our Chipotle calls this week, putting the initial capital and big profits into the war chest as we wait out the next leg of the September quarter earnings season, the one that wiped out most of the market’s year to date gains.
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Weekly Issue: Market Turbulence Is Good News for Our Protective Position
The reasons for our adding inverse S&P 500 ETF calls several weeks back have panned out, and we are booking some big gains with that position even as we were stopped out of our AMZN and OLED calls.
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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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