In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.
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Revisions to S&P’s Global Industry Classification Standard (GICS) means big changes to mutual fund and ETF holdings that tracks one of several indices, but were these reclassifications outdated before they even launched?
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Following several bullish data points from last week, including ones found in the August Retail Sales report, we are adding to our position in Del Frisco’s Restaurant Group (DFRG). The August Retail Sales report was also positive for our Amazon, UPS, Costco Wholesale and McCormick & Co. shares.
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The right to defend yourself and your property apply in today’s increasingly connected world, just as it did more than 200 years ago. While the public debate and much of the media coverage focus on the Second Amendment and the right to keep and bear arms, the threats we face today are changing, just as the way we interact with people, data and content are changing.
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Based on the company’s robust August same-store sales results, which capped its August quarter, we are boosting our price target on COST shares to $250 from $230.
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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.
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They say too much information is a dangerous thing, but in the case of consumers, access to information is helping reshape how they are living their lives: According to a recent survey from Label Insight, 39% of U.S. consumers say they would switch from the brands they currently buy to others that provide clearer, […]
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In this week’s issue, we book a tasty win as we trim back our position in Habit Restaurant (HABT) and share some updates on Costco Wholesale and United Parcel Service.
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Established businesses tend to focus on improvements to their existing products and services, making iterative changes and adjustments along the way, which allows them to maintain their pole position in their particular category, without rocking the boat too much, safe and steady. Disruptive Innovators on the other hand not only look to rock the boat but often tip it over and completely change the lake.
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We’ve recently recasted our Middle Class Squeeze and New Middle Class investing themes, which entailed splitting a few themes apart and reconstituting them to make them clearer and more focused. Today, we’re combining Connected Society, Content is King and Cashless Consumption to form our Digital Lifestyle investing theme, which reflects consumers’ existing and increasingly digital footprint and making a key addition to the Tematica Investing Select List along the way.
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