Category Archives: Tematica Investing

Making thematic sense of the July Retail Sales report

Making thematic sense of the July Retail Sales report

We saw many confirming data points for Amazon, Costco Wholesale, Habit Restaurant and McCormick & Co. shares in the July Retail Sales report as well as in Walmart’s stellar July quarter results.

read more »
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.

read more »
Digital Infrastructure: the underpinning of today’s digital super highway

Digital Infrastructure: the underpinning of today’s digital super highway

Much the way a car would be challenging to drive if there were no roads or a radio would only play static if there were no radio stations, there would be no Digital Lifestyle to live if the underlying high-speed data networks, increasing computing power, and falling storage costs that make it possible didn’t exist, which is where our new theme, Digital Infrastructure, comes into play.

read more »
Eye on the long-term prize with Disney shares

Eye on the long-term prize with Disney shares

Our focus on Disney remains the coming transformative events that are the acquisition of Fox’s TV and movie assets, and the 2019 launch of its Disney streaming service. The former doubles down on the existing content strategy, while the latter could lead to a change in how investors value Disney shares. To me, that is a far greater opportunity than the modest June quarter miss on the top and bottom line.

read more »
WEEKLY ISSUE: Confirming Thematic Data Points Continue to Pour In

WEEKLY ISSUE: Confirming Thematic Data Points Continue to Pour In

It’s a big issue this week as we once again boost our Apple price target, talk on the shifting stock market dynamic and provide updates on Nokia, AXT, and Habit Restaurant as we also explain why we remain bullish on Amazon and Costco shares.

read more »