As we fold those results and company comments into our thematic investing lens, we’ll be assessing how much potential upside vs. downside is left in the stock market near-term.
Affordable Luxury
- Vail Resorts (MTN)
- Vera Bradley (VRA)
Aging of the Population
- TeamHealth Holdings (TMH)
Asset-Lite Business Models
- Coupa Software (COUP)
Cash-strapped Consumer
- Autozone (AZO)
- Costco Wholesale (COST)
- Ollie’s Bargain Outlet Holdings (OLLI)
- Tailored Brands (TLRD)
Connected Society
- Adobe Systems (ADBE)
- Broadcom Ltd. (AVGO)
- Liberty Broadband (LBRDA)
- Sigma Designs (SIGM)
Content is King
- Dave & Buster’s Entertainment (PLAY)
Fattening of the Population
- Bob Evans Farms Inc. (BOBE)
- Hostess Brands (TWNK)
Food with Integrity
- Hain Celestial (HAIN)
- United Natural Foods (UNFI)
Guilty Pleasure
- Brown-Forman Corp. (BF.B)
Rise & Fall of the Middle Class
- Lululemon Athletica (LULU)
- Toll Brothers (TOLL)
- Valspar Corp. (VAL)
- Virgin America (VA)
Safety & Security
- AVG Technologies (AVGTF)
- VirnetX Holding Corp. (VHC)
Scarce Resources
- Arch Coal (ARCH)
Tooling & Retooling
- Barnes & Noble Education (BNED)
- Korn/Ferry International (KFY)
