Our Clean Living theme hitting Frappuccino sales at Starbucks

 Our Clean Living theme hitting Frappuccino sales at Starbucks

The war on sugar has hit companies like Hershey Foods (HSY), forcing it to pivot its snacking M&A strategy to better meet shifting consumer preferences for healthy, natural and organic snacks. We’ve seen a prononced shift for waters and seltzers that is driving companies like National Beverage Corp. (FIZZ), home of LaCroix, and Cott Corp. […]

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WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

In this week’s issue of Tematica Investing, we’re making some moves with the Tematica Investing Select List as we exit Starbucks shares and trim back our position in USA Technologies. We preview Costco’s earnings later this week and offer updates on our holdings in Apple, MGM Resorts, Paccar and Rockwell Automation.

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American brands are heading where the middle class is growing

American brands are heading where the middle class is growing

Plain and simple, we are seeing more American retail and brand companies from Starbucks to Walmart tie their growth prospects to the rising middle class in Asia, and China in particular. We here at Tematica are not surprised given prospects for discretionary spending to be had compared to here in the US where debt service […]

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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: The Impact of Tariffs and Continued Rundown of Select Positions

WEEKLY ISSUE: The Impact of Tariffs and Continued Rundown of Select Positions

As the market vacillates back and forth based on the latest concerning proposed steel and aluminum tariffs, we share our sobering perspective and continue to share updates for positions on the Tematica Investing Select List.

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There is how much sugar in the Christmas Tree Frappuccino from Starbucks?

A friend of mine once said if you don’t put on a few pounds during the holiday season, you’re probably not enjoying yourself. I’ve “suffered” from this most years, but in 2017 Starbucks is making it even easier to do so with its Christmas Frappuccino. The limited edition beverage packs a whopping 420 calories and 50 […]

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Apple powers up its wireless charging plans by acquiring  PowerbyProxi 

Apple powers up its wireless charging plans by acquiring  PowerbyProxi 

  Apple (AAPL) has historically done a very great job of expanding its capabilities by cobbling together a series of nip and tuck acquisitions in order to bring its solution to market at the right time. At its most recent iPhone event, Apple teased it would be bringing wireless charging to the iPhone and Apple […]

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Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

In this week’s program, Dovish Yellen pushes the market higher, but underlying economic data points to things headed in the opposite direction, the move away from cash is picking up (good news from our Cashless Consumption theme) and nearest and dearest to our hearts — coffee and wine are good things for our health. Yes!

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