New Research Ideas:

Companies Covered on Our Research List:

Research Questions:

1. Is the current demand landscape for diagnostics & research equipment industry giants Thermo Fisher and Danaher still strong after several years of COVID-driven purchases?

Companies: Danaher (DHR), Thermo Fisher (TMO)

Last Report: N/A                           Next Report: 7.14.22                     Next Earnings: 7.21.22 (DHR)

1. Are cybersecurity market conditions and competitive dynamics ripe for Qualys to accelerate its revenue growth?

Companies: Qualys (QLYS), Rapid7 (RPD), Tenable (TENB)

Last Report: N/A                           Next Report: 6.30.22                     Next Earnings: 8.3.22 (QLYS)

1. Will Align Technology rebound in Q2 from its sluggish Q1 performance to begin tracking toward its revenue growth goal of 20% to 30%?

Companies: Align (ALGN), SmileDirectClub (SDC)

Last Report: 6.24.22                        Next Report: Oct/Nov                     Next Earnings: 7.27.22 (ALGN)

1. Will Sherwin-Williams succeed in regaining lost market share? If so, at what cost?

Companies: Sherwin-Williams (SHW)

Last Report: 6.2.22                           Next Report: Sept/Oct                     Next Earnings: 7.26.22 (SHW)

1. How quickly can the off-price retail apparel sector return to peak margins?

Companies: Burlington (BURL), Ross (ROST), TJX Companies (TJX)

Last Report: 5.6.22                           Next Report: Sept/Oct                     Next Earnings: 8.17.22 (TJX)

1. What is the outlook for connected TV ad spending in Q2 and beyond? How well positioned is The Trade Desk to gain share in CTV?

Companies: The Trade Desk (TTD)

Last Report: 5.20.22                           Next Report: Oct/Nov                     Next Earnings: 8.9.22 (TTD)

1. Will the response to Russia’s invasion of Ukraine hasten the adoption of green hydrogen and fuel cell technology?

Companies: Bloom Energy (BE), Ballard Power (BLDP), FuelCell (FCEL), Plug Power (PLUG)

Last Report: 5.5.22                           Next Report: Nov/Dec                     Next Earnings: 8.4.22 (BE)

1. Does Upstart’s AI-based technology give it a competitive edge that will help it thrive in auto financing as well as continue to flourish in a credit downturn?

Companies: Upstart (UPST), Fair Isaac Corp (FICO), Lending Club (LC), SoFi (SOFI)

Last Report: 4.14.22                           Next Report: Oct/Nov                     Next Earnings: 8.8.22 (UPST)

1. Will DocuSign regain momentum to bring on new customers and grow existing customer spending in its core e-signature segment? Will its contract lifecycle management (CLM) product gain meaningful traction?

Companies: DocuSign (DOCU), Adobe (ADBE), Citrix (CTXS)

Last Report: 3.31.22                           Next Report: Nov/Dec                     Next Earnings: 9.8.22 (DOCU)

1. Will Tivity Health benefit from the expansion of Medicare Advantage’s ancillary services to achieve its growth expectations? What competitive threats could derail Tivity’s SilverSneakers program?

Companies: Tivity Health (TVTY), UnitedHealth Group (UNH), Centene (CNC)

Last Report: 3.24.22                           Next Report: Sept/Oct                     Next Earnings: 8.4.22 (TVTY)

1. Will sporting hardgoods category growth and sales continue in 2022 and beyond, or will it return to historical levels?

Companies: Dick’s (DKS), Academy Sports and Outdoors (ASO), Big 5 Sporting Goods (BGFV)

Last Report: 3.2.22                           Next Report: July/Aug                     Next Earnings: 8.24.22 (DKS)

1. Will Vacasa’s platform set it apart from its short-term-rental competitors?

Companies: Vacasa (VCSA), Airbnb (ABNB), Booking.com (BKNG), Expedia (EXPE)

Last Report: 2.23.22                           Next Report: Aug/Sept                     Next Earnings: 8.10.22 (VCSA)

1. Will Monster return to growing its market share in 2022?

Companies: Monster (MNST), Celsius (CELH), Coca-Cola (KO), PepsiCo (PEP)

Last Report: 2.3.22                           Next Report: July/Aug                     Next Earnings: 8.4.22 (MNST)

1. Do merchants see Affirm as a necessary and valuable partner that stands out from competitors?

Companies: Affirm (AFRM), PayPal (PYPL), Block (SQ), Coinbase (COIN), Synchrony (SYF)

Last Report: 2.17.22                           Next Report: Aug/Sept                     Next Earnings: 8.11.22 (AFRM)

1. Have Apple’s new privacy restrictions permanently damaged Snapchat’s ad business?

Companies: Snap (SNAP), Apple (AAPL), Facebook (FB), Pinterest (PINS), Twitter (TWTR)

Last Report: 1.20.22                           Next Report: Aug/Sept                     Next Earnings: 7.21.22 (SNAP)

1. What are travel and tourism booking trends for 2022 as winter pandemic fears grow?

Companies: Carnival (CCL), Delta (DAL), Disney (DIS), Hilton (HLT), Royal Caribbean (RCL)

Last Report: 1.13.22                           Next Report: Nov/Dec                     Next Earnings: 8.4.22 (RCL)

1. Will P3 capitalize on Medicare’s refreshed strategy for advancing value-based healthcare to achieve its 2022 growth goals? Does P3’s partnering business model give it a competitive edge?

Companies: P3 Health Partners (PIII), 1Life Healthcare (ONEM), Privia Health Group (PRVA)

Last Report: 1.27.22                           Next Report: Sept/Oct                     Next Earnings: 4.25.22 (PIII)

1. Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square?

Companies: Fiserv (FSV), NCR Corp (NCR), PayPal (PYPL), Square (SQ)

Last Report: 12.23.21                           Next Report: July/Aug                     Next Earnings: 7.27.22 (FISV)

1. Will Insulet’s Omnipod 5 take share in the insulin pump market?

Companies: Tandem (TNDM), Dexcom (DXCM), Abbott (ABT), Insulet (PODD), Medtronic (MDT)

Last Report: 12.22.21                           Next Report: Sept/Oct                     Next Earnings: 8.3.22 (TNDM)

1. Will price increases be the beginning of Dollar Tree’s turnaround?

Companies: Dollar Tree (DLTR), Amazon (AMZN), Dollar General (DG), Target (TGT), Walmart (WMT)

Last Report: 12.16.21                           Next Report: Aug/Sept                     Next Earnings: 8.25.22 (DLTR)

1. Is Nike managing the expected inventory shortage well enough to mitigate concerns as the holiday shopping season begins?

Companies: Nike (NKE), Deckers (DECK), Dick’s (DKS), Foot Locker (FL), Under Armour (UA)

Last Report: 11.11.21                           Next Report: Aug/Sept                     Next Earnings: 6.27.22 (NKE)

1. Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment?

Companies: Bill.com (BILL)

Last Report: 12.1.21                      Next Report: July/Aug                     Next Earnings: 8.4.22 (BILL)

1. Will the pandemic-related pet boom and recovering livestock agriculture segment drive growth for Zoetis?

Companies: Zoetis (ZTS), Covetrus (CVET), Elanco Animal Health (ELAN)

Last Report: 12.9.21                          Next Report: July/Aug                     Next Earnings: 8.4.22 (ZTS)

1. Does either NuVasive or Alphatec have a competitive edge in the spine surgery market?

Companies: Alphatec Holdings (ATEC), Medtronic (MDT), NuVasive (NUVA)

Last Report: 11.3.21                           Next Report: Nov/Dec              Next Earnings: 8.3.22 (NUVA)

1. Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand?

Companies: Lululemon (LULU), Nike (NKE), Under Armour (UA)

Last Report: 9.30.21                           Next Report: Aug/Sept                Next Earnings: 9.1.22 (LULU)