WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

During a busy week of earnings and start of the month economic data, Apple once again put the doomsayers in their place with another quarterly beat and an upsized capital return program that supports our $200 price target. Let’s talk the Fed ahead of today’s latest monetary policy press release, and we’re using the robust pullbacks in AXTI and LYTS to scale into these positions on the Tematica Investing Select List.

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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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Smartphone data usage to climb to 8.9 GB per month by 2021, driving demand for Connected Society companies

Smartphone data usage to climb to 8.9 GB per month by 2021, driving demand for Connected Society companies

No slowdown expected in mobile data consumption as more smartphones are sold and carriers deploy faster mobile networks globally. A rather compelling view for our Connected Society and its going global. Implication for smartphone vendors, RF chip companies, mobile infrastructure equipment and many more as newer mobile technologies are deployed. According to the recently published Ericsson […]

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Thematic tailwinds continue to be a guiding light in the market storm

Thematic tailwinds continue to be a guiding light in the market storm

It’s been another up and down week for the stock market, once again shaped by the the moves in oil prices. These movements can cause short-term disruptions in stock prices as evidenced by the gyrations of the last few weeks, but our thematic tailwinds continue to be a guiding light in the market storm.

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