Tematica Investing

WEEKLY ISSUE: Earnings and Washington Drama Take Center Stage
26 Apr

WEEKLY ISSUE: Earnings and Washington Drama Take Center Stage

While the earnings reports we’ve received thus far have been encouraging, in sifting between the headlines there are some reasons to be concerned and as we get the bulk of this week’s reports today and tomorrow, we suspect more concerns will bubble to the top. 

read more »
Previewing AT&T (T) Earnings and Watching Capital Spending Levels for Dycom (DY)
25 Apr

Previewing AT&T (T) Earnings and Watching Capital Spending Levels for Dycom (DY)

A preview of what we’re looking for in AT&T’s upcoming earnings announcements at the cross-section of the Connected Society and Content is King, while also looking for confirming data points to support our Dycom (DY) position

read more »
WEEKLY ISSUE: Adding 2 new positions as part of our Cashless Consumption and Food with Integrity themes
19 Apr

WEEKLY ISSUE: Adding 2 new positions as part of our Cashless Consumption and Food with Integrity themes

During our downtime last week, we’ve rolled up our thematic sleeves and today we are adding two new positions to the Tematica Select List as part of our Cashless Consumption and Food with Integrity investing themes.

read more »
WEEKLY ISSUE: As April starts off more like March than January and February, we tighten up several price targets
05 Apr

WEEKLY ISSUE: As April starts off more like March than January and February, we tighten up several price targets

It looks like April is at least starting off more like March than January or February. As we discussed in this week’s Monday Morning Kickoff, we are in what we call No Man’s Land — that time period after the quarter close and before companies start reporting their earnings. It tends to be a time of reduced trading volume, something we’ve seen at both NYSE and Nasdaq listed stocks, as investors wait for tell-tale signs of what’s to come. Another way to phrase it is to say they are waiting for the first signs of what is likely to come.

read more »
Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares
03 Apr

Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Restaurants stocks are challenged by consumer spending and a shift in eating preferences. That same preference shift bodes very well for two “buy the bullets, not the gun” companies on the Tematica Select List

read more »
Market finally catches up to reality — something we’ve warned about since the Trump Trade took off
22 Mar

Market finally catches up to reality — something we’ve warned about since the Trump Trade took off

Spring has brought a different kind of fresh air to the stock market as expectations for both GDP and earnings are starting to be revised lower, and odds are there is more to come. We’ll continue to be patient and focus on thematics, with the intent of using any market weakness to add new positions to the Tematica Select List and scale into existing ones where it makes sense.

read more »