Walmart teams with Google for grocery voice play

Walmart teams with Google for grocery voice play

Walmart is teaming with Alphabet Inc. to take the grocery fight via voice ordering to Amazon and its Whole Foods, Alexa combination. In a blog post, Walmart shared that starting this month, customers would be able to grocery shop through the Google Assistant by saying, “Hey, Google, talk to Walmart.” This seems like a positive […]

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Walmart entering the low-end tablet market as Google looks to exit

Walmart entering the low-end tablet market as Google looks to exit

Walmart is joining the ranks of the tablet market, which comes at a time when some device owners are balking at the increasing price points for smartphones. This tablet, which will have a price point that is very friendly with cash strapped consumers associated with our Middle-class Squeeze investing theme, leverages Chinese manufacturing and the […]

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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: Del Frisco’s Sends Strong Signals of Potential Take Over Bid

Weekly Issue: Del Frisco’s Sends Strong Signals of Potential Take Over Bid

The US stock market rallied in January and continues to move higher in February even as earnings expectations for the market continue to slump. While caution is warranted near-term, opportunities are emerging with Thematic King Amazon being a shining example. A Board additional to Living the Life company Del Frisco’s signals it is seriously evaluating takeover bids.

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Weekly Issue: Making a strategic move on  Del Frisco’s options

Weekly Issue: Making a strategic move on Del Frisco’s options

The US stock market rallied in January and continues to move higher in February even as earnings expectations for the market continue to slump. While caution is warranted near-term, opportunities are emerging, with Thematic King Amazon being a shining example. A Board additional to Living the Life company Del Frisco’s signals it is seriously evaluating takeover bids. We are adding a call option play to capture takeout upside to be had with DFRG shares.

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Walmart, Philips and T-Mobile team with VA for telemedicine

Walmart, Philips and T-Mobile team with VA for telemedicine

An expansion of its telemedicine program with Walmart, T-Mobile and Philips to meet veteran needs, the Department of Veterans Affairs is one to watch for this aspect of our Digital Innovators investing theme, which has implications for two other investment themes.

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Weekly Issue: The Changing Mood of the Market

Weekly Issue: The Changing Mood of the Market

The stock market continues to grapple with several headwinds across the geopolitical, economic and economic landscapes. Near-term the changing market mood will be challenging, but we continue to receive favorable signals that confirm our thematic approach.

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Looking past this week’s market relief rally

Looking past this week’s market relief rally

While we’re enjoying the post-mid-term election rebound in the market, several concerns remain and that means remaining cautious near-term. We’re also discussing earnings from Axon, Disney and Del Frisco’s as well as sharing what’s on ou radar screen for next week. Hint: Italy.

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Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.

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