And then there was one as Charter’s CEO says cable TV is no longer a standalone product

And then there was one as Charter’s CEO says cable TV is no longer a standalone product

During the June quarter earnings call, the CEO of Charter Communications Tom Rutledge caved to mounting cord cutting pressure on its TV business admitting that it no longer sees cable TV as a stand-alone product. On the one hand, we are surprised to see this admission as it casts some serious strategic questions on the […]

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Applied served up another winning quarter, that’s good for OLED shares too

Applied served up another winning quarter, that’s good for OLED shares too

Applied Materials delivered another spectacular quarter as chips continue to become the new fabric of our digital lives and OLED demand continues to not only grow but widen out as well. The cherry on top was the boosted dividend, which adds support to the upside with our price target, and upsized buyback authorization that should cushion potential downside in AMAT shares.

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Boosting OLED and AMAT price targets after AMAT’s latest beat and raise quarter

Boosting OLED and AMAT price targets after AMAT’s latest beat and raise quarter

Robust demand drivers discussed on last night’s earnings call has us once again boosting price targets for these two Disruptive Technology positions on the Tematica Investing Select List.

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YouTube’s  ‘breaking news’ addition further complicates things for broadcast TV

  Whether it’s on the go, at work or at home, streaming content continues to account for a growing portion of consumer content consumption. It’s, therefore, no surprise that Apple (AAPL), Facebook (FB) and others are looking to join Netflix (NFLX) and Amazon (AMZN) in delivering proprietary content. On the flip side, Disney (DIS) is […]

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Verizon to join AT&T, Comcast and others with its streaming TV service

Verizon to join AT&T, Comcast and others with its streaming TV service

Following in the footsteps of HBO, AT&T, and Comcast, it’s looking like Verizon wants to appeal to the watch what I want, when I want, where I want Connected Society viewer. More competition should serve to improve choice, price and programming choices, and hopefully lower cable bills as well. The question is what does this […]

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Barron’s Gets Behind our OLED, AMAT and DIS Positions

Barron’s Gets Behind our OLED, AMAT and DIS Positions

Over the weekend, Barron’s published two favorable articles offering confirming data points for several positions on the Tematica Select List

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Apple Gets Serious with tvOS, Ups App Size for Better Experience

Apple Gets Serious with tvOS, Ups App Size for Better Experience

Apple TV has been one of the key devices to spur chord cutting, but it’s become an even more powerful platform with tvOS. Cue apps like shopping and ordering food for example via Amazon and Papa Johns (Did you miss the new Amazon shopping app for Apple TV?). As nice as that has been those […]

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LG Wallpaper OLED TV To Spur The Next TV Upgrade Cycle?

LG Wallpaper OLED TV To Spur The Next TV Upgrade Cycle?

The center of the home has been the attention of many companies, ranging from Apple to Google and Microsoft, that emphasize differing strategies (streaming of digital content and gaming among the most prevalent). One commonality in all of this is the TV, which has gone through several upgrade cycles as new technologies, such as LCD […]

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Atari Banks Its Gaming Content On a  Television Future

Atari Banks Its Gaming Content On a  Television Future

While today’s teens and Millennials have enjoyed rich graphics and plotlines in their gaming experience, those of us that grew up with Missile Command, Asteroids, Centipede, Defender and many other classics fondly recall our Atari gaming system. Was it simple by today’s standards, absolutely, but we still spent hours saving the world or defending the […]

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