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As food prices drop we make a move on a Foods with Integrity thematic opportunity

As food prices drop we make a move on a Foods with Integrity thematic opportunity

In this week’s edition of Tematica Investing:

  • Download Tematica InvestingWe are issuing a Buy on shares of United Natural Foods (UNFI) as part of our Food with Integrity investing theme. Our price target is $65, which offers more than 35 percent upside. We intend to build this position size over time and as such we are holding off issuing a stop loss recommendation at this time.  Read full report >>
  • We’ve got several Tematica Select List updates to share, including
    • AT&T (T)
    • CalAmp Corp. (CAMP)
    • Nike (NKE)
    • Under Armour (UA)
    • And several others. Read More . . .
  • Heads up! Just as you’ll be coasting into the last days of summer, after adding 5 new positions in as many weeks we too will be taking some time off to recharge our batteries before the final push for 2016 begins. So, there will not be an issue on Wednesday, September 7. Your next issue of Tematica Investing will be on September 14. 

 

You can click below to download the full report.

 

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About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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