Doubling Down on Digital Infrastructure Thematic Leader

Doubling Down on Digital Infrastructure Thematic Leader

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on a Digital Infrastructure Thematic Leader.

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Adding two Middle-class Squeeze call option positions ahead of earnings this week

Adding two Middle-class Squeeze call option positions ahead of earnings this week

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on Dycom Industries (DY) shares, and later this week Costco Wholesale (COST) reports. Ahead of those earnings, we’re adding a call option position on COST shares as well as one on Ross Stores (ROST) ones – both are positioned to benefit given the pressures sapping consumer spending power.

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Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Ahead of the Thanksgiving holiday, the stock market continued to take several gut punches this week, which erased the market’s year to date gains. While we saw this coming, it’s still a tough pill to swallow, but we’ll be patient and prepared as we listen to the confirming data that are our Thematic Signals. Inside this issue, we chart the key items to watch over the coming days, including Black Friday to Cyber Monday, the upcoming Fed minutes and the G20 Summit face-off between the US and China. We also take a look at WATT shares.

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Targeting the Middle-class Squeeze, Target unveils Smartly, but will it work?

Targeting the Middle-class Squeeze, Target unveils Smartly, but will it work?

  When a company brings out a new product line, more than likely it is looking to tap into a demand channel in order to grow revenues, its consumer base or both. What we see with the new consumer staple brand, Smartly, that is being launched by Target is an attempt to catch the tailwind […]

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Recasting Our Rise and Fall of the Middle Class and Cash-Strapped Consumer Themes

Recasting Our Rise and Fall of the Middle Class and Cash-Strapped Consumer Themes

From time to time we recast and sometimes streamline our investing themes to ensure they remain both relevant and relatable. This week we are combining our Cash-strap Consumer theme with the Fall in our Rise & Fall of the Middle Class to form the Middle Class Squeeze investing theme.

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WEEKLY ISSUE: Trade and Tariffs, the Words of the Week

WEEKLY ISSUE: Trade and Tariffs, the Words of the Week

With trade and tariffs being the market words of the week, we review the positioning and exposure for that on the Tematica Investing Select List. We’re cutting MGM Resorts (MGM) from the Select List, and are recasting our Rise & Fall of the Middle Class theme into two – the New Middle Class and the Middle Class Squeeze.

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Target adds AR, but still focused on stores

Target adds AR, but still focused on stores

Target has been one of those retailers that in our view has been lost between the shift to digital commerce offerings from Amazon (AMZN) and club/warehouse ones from Costco Wholesale (COST) and others. What we find interesting is how Target continues to baby step its way into the Connected Society with GPS maps being deployed […]

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Weekly Issue: Shift in Consumer Spending Continues

Weekly Issue: Shift in Consumer Spending Continues

In this week’s issue of Tematica Options+, we share why the March Retail Sales and some other new revelations are leading us to keep our short positions in FNKO and TGT intact. New Buy ratings and favorable price targets on DBX and SPOT shares, help soften the frustration with our GSVC calls. And we’re boosting our stop loss associated with our PCAR calls.

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