Earnings on Tap This Week
The following are just some of the earnings announcements we’ll have our eye on for thematic confirmation data:
Affordable Luxury
- Carnival Corp. (CCL)
Aging of the Population
- Team Health (TMH)
Connected Society
- Adobe Systems (ADBE)
- Oracle Corp. (ORCL)
Content is King
- Marcus Corp. (MCS)
Cashless Consumption
- Verifone Systems (PAY)
Economic Acceleration/Deceleration
- GMS Inc. (GMS)
- Joy Global (JOY)
- Apogee Systems (APOG)
Fattening of the Population
- Hostess Brands (TWINK)
Rise & Fall of the Middle Class
- Sanderson Farms (SAFM)
Scarce Resources
- Arch Coal (ARCH)
Tooling & Retooling
- Scholastic Corp. (SCHL)
About The Author
Chris Versace’s thematic investing insights are the culmination of more than 20 years analyzing industries and companies in a variety of roles as an equity analyst, portfolio manager, investment banker and strategic consultant.
As the Chief Investment Officer of Tematica Research, Mr. Versace is editor in chief of Tematica Investing and Tematica Insights, as well as the author of the Monday Morning Kickoff, which has become a must-read publication for RIA’s and Money-Managers around the world, as well as many in the Financial Media. Mr. Versace is also the co-author of the book Cocktail Investing: Distilling Everyday Noise into Clear Investment Signals for Better Returns. Learn more here.