New Research Ideas:

Companies Covered on Our Research List:

Research Questions:

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: N/A                           Next Report: 11.11.21                     Next Earnings: 12.23.21 (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: 11.19.20                      Next Report: 12.2.21                     Next Earnings: 11.4.21 (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: N/A                          Next Report: 12.9.21                     Next Earnings: 11.4.21 (ZTS)

1. Is TJX in position to accelerate top-line growth while also reversing a trend of declining margins?

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

Last Report: N/A                           Next Report: 12.16.21                     Next Earnings: 11.17.21 (TJX)

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: March/April              Next Earnings: 11.11.21 (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: Feb/March                Next Earnings: 12.8.21 (LULU)

1. Will SailPoint be able to fend off rising competition from Okta and others in the identity governance and administration market?

Companies: SailPoint (SAIL), Okta (OKTA)

Last Report: 10.28.21                           Next Report: March/April             Next Earnings: 11.9.21 (SAIL)

1. Will Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer?

Companies: Exact Sciences (EXAS), Boston Scientific (BSX), Pfizer (PFE)

Last Report: 10.7.21                           Next Report: March/April               Next Earnings: 2.1.22 (EXAS)

1. Is Celsius’ growth sustainable?

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

Last Report: 10.13.21                         Next Report: March/April               Next Earnings: 11.11.21 (CELH)

1. Which fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure?

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

Last Report: 9.8.21                          Next Report: Feb/March                    Next Earnings: 11.9.21 (BLDP)

1. What competitive advantage will Establishment Labs bring to the U.S. breast implant market, if any? Will ESTA challenge for meaningful share?

Companies: Establishment Labs (ESTA), Sientra (SIEN)

Last Report: 10.22.21                       Next Report: March/April                  Next Earnings: 11.9.21 (ESTA)

1. Are Aurinia’s Lupkynis and GSK’s Benlysta for the treatment of LN gaining traction? Are they challenging the standard of care? Is one performing better than the other? Is there a place for both?

Companies: Aurinia Pharmaceuticals (AUPH), AbbVie (ABBV), GlaxoSmithKline (GSK)

Last Report: 9.24.21                        Next Report: March/April             Next Earnings: 2.2.22 (AUPH)

1. Will Equitrans Midstream successfully navigate its remaining legal, political, financial, and contractual challenges and complete the Mountain Valley Pipeline?

Companies: Equitrans Midstream (ETRN)

Last Report: 10.14.21                      Next Report: March/April                    Next Earnings: 2.1.22 (ETRN)

1. Will Snap’s newest augmented reality technologies push the company’s share of ad budgets meaningfully higher?

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

Last Report: 7.16.21                        Next Report: December                  Next Earnings: 1.20.22 (SNAP)

1. Will Chewy’s growth slow as reopening accelerates?

Companies: Chewy (CHWY), Amazon.com (AMZN), Walmart (WMT)

Last Report: 8.19.21                        Next Report: Feb/March                 Next Earnings: 12.1.21 (CHWY)

1. Has Elastic found the right formula to stand out from the competition in search, security, and observability?

Companies: Elastic (ESTC), Amazon.com (AMZN), Datadog (DDOG), Splunk (SPLK)

Last Report: 8.5.21                        Next Report: Jan/Feb                     Next Earnings: 12.1.21 (ESTC)

1. Will supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains?

Companies: Beyond Meat (BYND), Tyson Foods (TSN), Nestle (NSRGY), Kroger (KR)

Last Report: 7.22.21                       Next Report: Jan/Feb                   Next Earnings: 11.10.21 (BYND)

1. Can Tela Bio navigate the COVID pandemic and challenge the current standard-of-care to generate meaningful and sustained growth?

Companies: Tela Bio (TELA), Becton Dickinson (BDX), Johnson & Johnson (JNJ), Medtronic (MDT)

Last Report: 8.30.21                     Next Report: Jan/Feb                     Next Earnings: 11.10.21 (TELA)

1. Will labor shortages and higher commodity prices result in prolonged higher prices for casual dining and QSR customers? What does this mean for company margins?

Companies: Americold Realty Trust (COLD), Domino’s (DPZ), McDonald’s (MCD), Starbuck (SBUX)

Last Report: 6.16.21                       Next Report: Jan/Feb                     Next Earnings: 1.26.22 (MCD)

1. Will Facebook Shops become a dominant end-to-end ecommerce platform?

Companies: Facebook (FB), Apple (AAPL), Shopify (SHOP), Snap (SNAP)

Last Report: 6.3.21                        Next Report: Jan/Feb                     Next Earnings: 1.24.22 (FB)

1. Are any of the diabetes wearables market’s key players setting themselves apart and gaining significant share?

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

Last Report: 6.9.21                        Next Report: Jan/Feb                     Next Earnings: 11.23.21 (MDT)

1. Which company has the best solar panel tracking technology and is best positioned in the market?

Companies: Array Technologies (ARRY), Flex (FLEX)

Last Report: 5.19.21                       Next Report: Jan/Feb                      Next Earnings: 11.11.21 (ARRY)

1. What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform?

Companies: PayPal (PYPL), Square (SQ), Apple (AAPL), Citigroup (C)

Last Report: 4.28.21                       Next Report: Jan/Feb                     Next Earnings: 11.8.21 (PYPL)

1. Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits?

Companies: Zillow (Z/ZG), Compass (COMP), Opendoor (OPEN), Redfin (RDFN)

Last Report: 4.23.21                      Next Report: Jan/Feb                     Next Earnings: 2.1.21 (Z/ZG)

1. Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides?

Companies: Ulta Beauty (ULTA), Amazon.com (AMZN), LVMH Moet Hennessy (LVMUY)

Last Report: 4.16.21                       Next Report: Jan/Feb                     Next Earnings: 12.2.21 (ULTA)