Last week, as the latest issue of Tematica Investing was being delivered to you, I was literally being wheeled into the operating room for knee surgery. It was nothing too major, just the repair of a small meniscus tear I suffered on the basketball court. Fortunately for you (and for the performance of the Tematica Select List) the issue was completed early that morning — well in advance of that surgery — as I was pretty loopy afterwards!

A week later, things are feeling pretty good, but I am looking forward to getting the stitches out so I can get back in the pool and get some relief from the extra humid conditions here in DC this week!

In this week’s Tematica Investing:

• We’re placing shares of CalAmp Corp. (CAMP) on the Tematica Select List as part of our Connected Society investing theme with a Buy rating and a $21 price target. We would be comfortable adding the shares up to $17.50, at which point we see upside of 20% vs. the current 35% upside to be had at the last night’s closing share price. Read More >>
• Updates on Alphabet (GOOGL), Amazon (AMZN), Physicians Realty Trust (DOC), Nike (NKE) and Under Armour (UA). Read More >>
• We also dig into where we are with our position in The Walt Disney Co. (DIS) after their earnings announcement last night. Hint, we need to have the same patience as a the line at Space Mountain. Read More >>
• Check your accounts! Dividend payments have been made over the last few days from Starbucks (SBUX) an PetMeds Express (PETS). Read More >>

You can click below to download the full report.