Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

Weekly Issue: Thematic M&A and Adding Back a Digital Infrastructure Position

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders.

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Weekly Issue: Revisiting a Thematic High Flyer

Weekly Issue: Revisiting a Thematic High Flyer

The December quarter earnings season is upon us, and those reports have started on a decidedly mixed front. We’ve gotten more data pointing to a slowing economy, and the government shutdown continues. As we wait for the pace of earnings reports to move into high gear, the second half of 2018 was home to a number of thematically inspired M&A, and odds are more will be had in 2018. We add back USAT shares to the Tematica Select List and review several of the Thematic Leaders. We also add a call option play on USAT shares.

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Introducing The Thematic Leaders

Introducing The Thematic Leaders

Following the recasting of our investing themes over the last several, we are introducing The Thematic Leaders, which crystallize and embody their respective thematic tailwinds.

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WEEKLY ISSUE: Taking Positions Off the Board and Reallocating Into Existing Positions

WEEKLY ISSUE: Taking Positions Off the Board and Reallocating Into Existing Positions

As the current bull market is poised to make history, the Tematica Investing Select List continues to deliver above market returns. Ahead of the post Labor Day race to the end of 2018, we’re pruning shares of Paccar, Rockwell Automation and GSV Capital and scaling into shares of Applied Materials and Netflix at current levels.

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WEEKLY ISSUE: Scaling deeper into Dycom shares

WEEKLY ISSUE: Scaling deeper into Dycom shares

As we hit the midpoint of the current quarter, we acknowledge our quarter to date winners as well as those that are lagging the market. We also scale deeper into Dycom shares, examine the impact our Middle-Class Squeeze investing theme is having on the housing market and share a Digital Lifestyle company that could be the next Blue Apron.

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WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

In this week’s issue of Tematica Investing, we’re making some moves with the Tematica Investing Select List as we exit Starbucks shares and trim back our position in USA Technologies. We preview Costco’s earnings later this week and offer updates on our holdings in Apple, MGM Resorts, Paccar and Rockwell Automation.

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PayPal to acquire iZettle and challenge Square

PayPal to acquire iZettle and challenge Square

The world of cashless consumption continues to expand as PayPal (PYPL) makes a direct move to compete with Square (SQ) on its home turf by acquiring iZettle. This also brings it into competition with Verifone (PAY) and other payment/transaction hardware companies. Our view has been the mobile payments landscape, like many that are in their […]

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WEEKLY ISSUE: A Guilty Pleasure or a Habit? In this case it’s the same

WEEKLY ISSUE: A Guilty Pleasure or a Habit? In this case it’s the same

This week we are adding shares of a quick-service restaurant chain as part of our Guilty Pleasure investing theme , while also boosting our price target on a recently added name to the Tematica Investing Select List following robust margin performance in the March quarter and strong prospects for more realized synergies.

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WEEKLY ISSUE: Amid an air of uncertainty we revisit a Cashless Consumption player

WEEKLY ISSUE: Amid an air of uncertainty we revisit a Cashless Consumption player

As the stock market continues to see-saw back and forth based on the latest headlines emanating on the geopolitical front, we’re adding back shares in this Cashless Consumer company to the Tematica Investing Select List, and checking in on several other Select List positions. With 1Q 2108 earnings season kicking off next week, we’re likely to see the uncertainty of the last few weeks play out in corporate guidance, making the market volatility to continue. Our perspective should be it’s a chance to scoop up well thematically positioned companies at better prices.

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