AUTHORS
Chris Versace
Christopher (Chris) Versace is the Chief Investment Officer at Tematica Research, which utilizes a thematic investing strategy leveraging changing economics, demographics, psychographics, technology and more to determine investment candidates, while also sidestepping companies vulnerable to thematic change. Versace also co-manages TheStreet’s Trifecta Stocks as well as Stocks Under $10, co-hosts the Cocktail Investing Podcast and developed the NJCU New Jersey 50 Index at NJCU, where he is an Assistant Professor of Finance.
Recent Articles By The Author
Intel, Apple and Qualcomm
Intel has just powered the Dow to a new all time high... perhaps it has something to do with those Apple iPhone XS and XSMax teardown reports that show no Qualcomm parts, but rather Intel's baseband processor/modems. And while there was some initial...
FDA Seizes Juul Documents
The FDA seized "more than a thousand pages" of documents in a surprise inspection of e-cigarette maker Juul. Remember, FDA comments on the e-cigarette market in recent days were a positive for Big Tobacco stocks as any clampdown on e-cigs are though...
Italy's Budget Concerns
While I may not have the gnomes from on high like Doug Kass does, and although I don't know this to be true, I am hearing that Italian budget concerns are once again making the rounds on the floor of the NYSE. Upping the ante is the comment made tod...
Big Tobacco and Cannabis
Ed Ponsi made an interesting comment this morning as he looked at shares of Tilray and Altria , and given my view that we are likely to see Big Tobacco be a player in the legal cannabis industry at some point, I wanted to touch on it. Ponsi's point...
Ford's September Sales
Ford Motor reports September U.S. sales: -11.2% YoY to 197,404 units.
Lamb Weston Trades Up
Shares of "value-added frozen potato product" company Lamb Weston are tracking higher following a quarterly earnings beat this morning with revenue that climbed 11.9% year over year. That's a likely positive for McDonald's , which accounted for 11% ...
Let's Keep on Truckin', Even If West Coast Drivers Are Not
Following up on the trucking conversation from the PepsiCo post below, one of the items that doesn't seem to be getting much attention is the strike that began Monday by truck drivers and warehouse workers who serve the ports of Los Angeles and Long...
Supermarket Sweepstakes
CNBC is reporting that Kroger and Walgreens Boots Alliance are "exploring a partnership to offer customers a new service that allows them to pick up groceries ordered online at Kroger at certain Walgreens locations..." Yes this signals that more ch...
Digging Into PepsiCo's Earnings
PepsiCo's earnings conference call has just gotten under way and odds are the management team will take the perfunctory victory lap. Revenue climbed year over year, shaken by currency effects, and EPS beat expectations due in part to better operatio...
Now at the Plate, Your Pinch Hitter, Chris Versace!
Good morning... good morning... good morning! I once again have the pleasure of sitting in for Doug Kass today on the Daily Diary, and we've already got quite a bit brewing a couple hours ahead of the stock market opening. U.S. stock futures are in ...
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