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Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

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Amid the 2Q 2017 earnings onslaught, Chris Versace, Tematica’s Chief Investment Officer, and Lenore Hawkins, Tematica’s Chief Macro Strategist, are combing through more than 600 earnings reports this week. With companies ranging from Amazon (AMZN), Facebook (FB), Alphabet (GOOGL), Lam Research (LRCX), PayPal (PYPL), MasterCard (MA) and Caterpillar (CAT) to name several, all reporting, there is no shortage of data points to be had.

Rather than skip this week’s podcast, we’re sharing our recent Thematic Summit that we held for our institutional subscribers on June 28, 2017. These conference calls include a deeper look at the economy and markets, but in particular in-depth discussion on a number of things as they relate to the Tematica Select List. The Select List is our recommended list of stocks, ETF’s and mutual funds that have the strongest thematic tailwinds and the most upside potential at current market conditions. It’s part of our Tematica Investing product, which you can read more about here. With positions in companies like Amplify Snacks (BETR), Universal Display (OLED), and CalAmp Corp. (CAMP) that significantly outperformed the market averages in 2017, we strongly suspect you’ll enjoy our thoughts on the Select List

Enjoy today’s episode and we’ll be back next week with a brand new one that should be extra special as Chris will be in Singapore to keynote INVEST 2017 as well as teach a master class in thematic investing.

Companies mentioned on the Podcast

  • Alphabet (GOOGL)
  • Amazon (AMZN)
  • Amplify Snacks (BETR)
  • Applied Materials (AMAT)
  • CalAmp Corp. (CAMP)
  • Costco Wholesale (COST)
  • Facebook (FB)
  • Universal Display (OLED)

Resources for this podcast:

 

About the Author

Lenore Hawkins & Chris Versace
Lenore Hawkins serves as the Chief Macro Strategist for Tematica Research. With over 20 years of experience in finance, strategic planning, risk management, asset valuation and operations optimization, her focus is primarily on macroeconomic influences and identification of those long-term themes that create investing headwinds or tailwinds. Chris Versace is Tematica's Chief Investment Officer and editor of Tematica Investing newsletter. All of that capitalizes on his near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks.

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