Weekly Issue: More trimming and more gains, this time with AXTI shares

Weekly Issue: More trimming and more gains, this time with AXTI shares

In this holiday week issue of Tematica Investing, we’re trimming back another profitable position and setting the stage for the upcoming holiday shopping season that kicks off later this week.

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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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SPECIAL ALERT: Some House Cleaning of the Tematica Select List

SPECIAL ALERT: Some House Cleaning of the Tematica Select List

To start the week off, we are scaling into one position, exiting another, boosting some price targets and sharing other Select List updates. This is all part of our process of cleaning up the Select List as we come down to the final stretch of 2017 and begin to prepare for 2018.

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