Corporate Insights Archives - Catalyst Insights

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6 min

Analysis: Cost Averaging Adds Significant Value

In last week's blog, I highlighted the positive long-term track records of a handful of the most admired brands to show how important the consumption thematic is for investors. I also showed the corrections that happen along the way as a reminder that stocks do not always go straight up, nor does a basket of stocks always outperform. Over the long-term, however, the data is very clear. The Consumer Discretionary & Tech sectors have a very strong track record versus the overall market as measured by the S&P 500. Today, it's important to widen the lens as the Consumer Discretionary & Tech sectors struggle with rising rates and a difficult macro environment. The important point, however, is to not get shaken out of owning great companies when they are underperforming. If you loved these companies and sectors when they were outperforming, you should love them even more now that they are experiencing a rare period of underperformance.

4 min

Long Term Returns Are Unsustainable

Long-term returns are unsustainable. I realize that is a bold statement that flies in the face of mainstream analysis. How often have you seen the following chart presented by an advisor suggesting if you had invested 120 years ago, you would have obtained a 10% annualized return?

7 min

Thematic Investing: A Look into Key Megatrends Driving Global Economies

Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.

3 min

Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example

In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies - tomorrow's most promising companies - through an active approach managed by Kathy Woods, a well-known and established portfolio manager that the Street loves to hate.

4 min

Opportunities in the Corporate Buyback Environment

There have been extensive debates about corporate stock buyback programs. Some critics argue that companies create inequity and do not focus on improving employee benefits, business strategies, and R&D programs. On the other hand, proponents argue that allocating capital to shareholders allows the capital to be reinvested in productive facets. Therefore, advocates believe that buybacks have, in some regards, taken the place of ordinary dividends to return cash to shareholders.

6 min

Athleisure Has Become Everyday Clothing

Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.

6 min

Corporate Insights

Audio Content, Streaming Music, and Concerts are a Huge Consumption and Investment Opportunity

In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.

6 min

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

6 min

Should the Global Consumer Spending Theme be a Sector Allocation or the Core of Every Portfolio?

6 min

Building Client Portfolios via Brand Recognition and Dedication to Important Spending Categories

I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.

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