By Christopher Versace via

Welcome back. We here at Tematica hope you’ve had a wonderful holiday season, and aren’t suffering too much from the cold snap that is sweeping the nation.

The books have officially been closed on 2017 — both the year and the stock market — and it was a robust year for stocks and a solid one, too, for the Tematica Investing Select List. We’ve had a number of market-beating positions, ranging from Disruptive Technologies investment theme company Universal Display (OLED) that soared more than 205% in 2017, and Cashless Consumption investment theme play USA Technologies (USAT) that rocketed 116% higher since we added it to the Select List in April 2017. We also saw stellar market-trouncing returns in a number of other Select List positions, including Amazon (AMZN), which, as we have said, is the poster-child when it comes to thematic investing given the sheer number of thematic tailwinds at its back.

In 2018, we’ll continue to utilize our thematic lens looking to identify those companies whose business are riding thematic tailwinds and bobbing and weaving potential thematic headwinds. Of course, we’ll need to see sufficient net upside potential vs. downside risk to warrant getting involved. In other words, it will be business as usual.

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