The stock market is moving a little faster and more volatile over the last few days, far different than what we saw through most of the summer. Inside this issue we recap the drivers for the flip-flopping — it’s a technical term, trust us 😉 — of the market and what’s  likely to be on investor radars next.

While some see pain as the market has fallen 2.5 to 2.7 percent depending on the index one is looking at, we see better prices for recently added positions like Sherwin Williams (SHW) and United Natural Foods (UNFI)even though their thematic tailwinds continue to blow. We’re doubling down on these two names and another — details inside.

We’re issuing a Buy rating on speciality contractor Dycom Industries (DY)and placing it on the Tematica Select List with a $115 price target, which offers more than 35% upside from last night’s closing price. While you may read speciality contractor and have a preconceived thought or two, Dycom is a crucial part in working with AT&T (T), Verizon (VZ) and Comcast (CMCSA)in expanding their existing networks and deploying the next and future generations. That makes Dycom a Connected Society contractor in our eyes. More details inside.

Any normal issue would not be complete without some updates on existing Tematica Select List positions. Because we’ve been away, we’ve got more than a few and that’s pushing this issue to the max (or at least 18 pages). All the latest and greatest, is just a click away.

You can click below to download the full report.