Category Archives: Uncategorized

WEEKLY ISSUE: Trade Concerns and Tariffs Continue to Hold Center Stage

WEEKLY ISSUE: Trade Concerns and Tariffs Continue to Hold Center Stage

This week we moved from signs that tariffs and inflation would play a role in the upcoming earnings season to investors recognizing that is the likely reality following reports from Harley Davidson and Universal Stainless & Alloy Products. With earnings expectations for the S&P 500 yet to factor in this reality, we could be in for a bumpy 2Q 2018 earnings season as expectations for the second half of 2018 get rejiggered. We’re also doing some Select List pruning, cutting GLW, LYTS and OLED shares in the process.

read more »
Betting against Facebook’s Outlook and Scaling into a call option position

Betting against Facebook’s Outlook and Scaling into a call option position

While Facebook shares have rebounded of late, we are adding a short position on the shares given what we see as a large risk of a disappointing outlook when it reports 1Q 2018 results on April 25. We are also scaling into our GSVC calls, and we have updates on several other positions as well.

read more »
WEEKLY ISSUE: The Shakeout from Market Volatility on the Select List

WEEKLY ISSUE: The Shakeout from Market Volatility on the Select List

The recent reset for domestic stocks following a rapid ascent over the last few month has removed some of the froth from the market. Of course, as valuations levels have drifted back to earth from the rare air they recently inhabited there are opportunities this new market dynamic bring, but there have also been several casualties.

read more »
Weekly Issue: Keeping our eye on the ball as the market gyrates on earnings of the day

Weekly Issue: Keeping our eye on the ball as the market gyrates on earnings of the day

As the pace of 3Q 2017 reports increases, we are seeing the market swing back and forth based on whatever the news is of the day —‚ good and bad. As the market goes through its daily gyrations, we’ll continue to use our thematic lens to guide us through the earnings onslaught. In particular, we take a look at recently added Corning and its first earnings announcement since being added to the Tematica Select List.

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

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 »
Boosting Our Price Target on this Disruptive Technology Company Again

Boosting Our Price Target on this Disruptive Technology Company Again

We are once again boosting our price target on this Disruptive Technology company that is benefitting from the adoption of organic light emitting display technology across a growing number of consumer electronic and automotive applications.

read more »