Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living is a company that is positioned to benefit from our Aging of the Population investment theme. But we must determine whether those thematic tailwinds are enough for its stock to earn a buy rating at this point in time.

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WEEKLY ISSUE: Shedding Dycom Shares, Remaining Bullish on UPS and Facebook

WEEKLY ISSUE: Shedding Dycom Shares, Remaining Bullish on UPS and Facebook

Our latest weekly issue of Tematica Investing sees us shedding one position, but offers confirming data points for several others on the Tematica Select List.

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With 2017 Poised to be the Year of Ransomware, More Cyber Spending is on the Way

With 2017 Poised to be the Year of Ransomware, More Cyber Spending is on the Way

With ransomware set to be THE cyber attack strategy of 2017, here’s what Tematica learned from our conversation with Focal-Point regarding WannaCry and other ransomware attacks.

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Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins not only recap, but also scrutinize the rash of conflicting economic data that has put a pause in the stock market’s move higher. Some data points to an improving economy, while others have led the Atlanta Fed to dramatically cut its GDP forecast for the current quarter.

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Cocktail Investing Ep 6: The growing divide between the hard & the soft economic reports, boxed.com CEO Chieh Huang

Cocktail Investing Ep 6: The growing divide between the hard & the soft economic reports, boxed.com CEO Chieh Huang

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins talk about everything from the market’s reaction to Trump’s speech before Congress to the widening divide between the real hard economic data reports coming in, and finally an in-depth conversation with boxed.com CEO Chieh Huang

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Cocktail Investing Ep 5: M&A activity among Consumer Staples, fast food thematic signals, Fed-Speak, and what exactly is the Border Adjustment Tax (BAT)?

Cocktail Investing Ep 5: M&A activity among Consumer Staples, fast food thematic signals, Fed-Speak, and what exactly is the Border Adjustment Tax (BAT)?

In this week’s episode of Cocktail Investing, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins sit down to discuss some of the week’s economic data, relevant political events and share where they have spotted a few of the latest Thematic Signals

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And the Hacking Continues!

And the Hacking Continues!

With cyber hacking back in the news on several fronts, we make a move to add a Safety & Security thematic holding.

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Adding defensive measures as earnings season brings back volatility

Adding defensive measures as earnings season brings back volatility

Amid the earnings deluge, we’ve gotten a number of confirming thematic data points, and yes, we’re going to share them with you as well as take some defensive measures to protect our current gains.

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