New Research Ideas:

Companies Covered on Our Research List:

Research Questions:

1. Will Cardiovascular Systems extend its growth trend, or will it be disrupted by ShockWave and other competitors?

Companies: Cardiovascular Systems (CSII), ShockWave (SWAV)

Last Report: N/A                 Next Report: 3.10.21                     Next Earnings: 5.5.21 (CSII)

2. Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate?

Companies: PTC Inc. (PTC), Ansys (ANSS), Microsoft (MSFT), Rockwell Automation (ROK)

Last Report: 5.24.12            Next Report: 3.11.21                     Next Earnings: 4.28.21 (PTC)

3. Will EDAP’s and PROF’s minimally invasive prostate cancer treatments significantly challenge the standard of care of surgery and radiation?

Companies: EDAP (EDAP), Profound Medical Corp. (PROF)

Last Report: N/A                  Next Report: 3.25.21                      Next Earnings: 3.29.21 (EDAP)

4. Can Carvana sustain its growth and profitability trends or will they be curtailed by intense competition?

Companies: CarMax (KMX), Carvana (CVNA), CarGurus (CARG), Auto Nation (AN), Penske (PAG)

Last Report: 2.18.21            Next Report: June/July                  Next Earnings: 5.27.21 (CVNA)

5. Which fuel cell company offers the best technology, processes, management, and prospects for future success?

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

Last Report: 2.12.21            Next Report: June/July                  Next Earnings: 4.22.21 (FCEL)

6. Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice?

          Companies: RingCentral (RNG), Microsoft (MSFT), Zoom (ZM), Slack (WORK)

          Last Report: 1.21.21            Next Report: June/July                    Next Earnings: 5.18.21 (RNG)

7. What is the magnitude of Teradata’s market share losses to other vendors? Can Teradata’s transformation to a cloud-based subscription model reverse any of these losses?

          Companies: Teradata (TDC), Amazon (AMZN), Datadog (DDOG), Snowflake (SNOW)

          Last Report: 1.28.21            Next Report: May/June                  Next Earnings: 5.6.21 (TDC)

8. Will Okta’s customer identity management business be as big as its core workforce product?

          Companies: Okta (OKTA), Amazon (AMZN), Crowdstrike (CRWD), Microsoft (MSFT)

          Last Report: 2.17.21            Next Report: May/June                  Next Earnings: 3.3.21 (OKTA)

9. What are Intuit’s best bets for increasing revenue per customer among its QuickBooks users? Can TurboTax Live disrupt the assisted tax filing market?

          Companies: Intuit (INTU), Oracle (ORCL)

          Last Report: 12.17.20          Next Report: May/June                    Next Earnings: 5.25.21 (INTU)

10. Can Alphatec’s product development program and strategic distributor sales channel initiatives deliver sustained double-digit growth?

          Companies: Alphatec Holdings (ATEC), Medtronic (MDT), Stryker (SYK), SeaSpine (SPNE)

          Last Report: 1.7.21              Next Report: May/June                    Next Earnings: 3.4.21 (ATEC)

11. Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend?

          Companies: LivePerson (LPSN), Nuance (NUAN), Sprout Social (SPT), Zendesk (ZEN)

          Last Report: 12.3.20            Next Report: April/May                    Next Earnings: 5.27.21 (LPSN)

12. Can Inspire execute on its commercial expansion initiative to accelerate growth or is its implantable therapy a niche treatment?

          Companies: Inspire Medical (INSP), LivaNova (LIVN)

          Last Report: 12.10.20          Next Report: April/May                    Next Earnings: 5.25.21 (INSP)

13. How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards?

          Companies: Bill.com (BILL)

          Last Report: 11.19.20           Next Report: May/June                  Next Earnings: 5.6.21 (BILL)

14. Will Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth?

          Companies: Neuronetics (STIM)

          Last Report: 11.5.20            Next Report: May/June                   Next Earnings: 6.1.21 (STIM)

15. Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.?

          Companies: Global Payments Inc. (GPN), Fidelity National Information Services (FIS), Fiserv (FISV)

          Last Report: 10.15.20          Next Report: May/June                   Next Earnings: 5.10.21 (GPN)

16. Is Sally Beauty’s CosmoProf business seeing a COVID-19-related slowdown amid DIY solutions and stylists considering competitors?

          Companies: Sally Beauty Holdings (SBH), Amazon.com (AMZN), Ulta (ULTA)

          Last Report: 10.9.20            Next Report: April/May                    Next Earnings: 5.6.21 (SBH)

17. Is the stronger-than-expected second-quarter demand Axogen experienced for its nerve regeneration products sustainable?

          Companies: Axogen (AXGN), AbbVie (ABBV), Stryker (SYK)

          Last Report: 10.8.20            Next Report: April/May                    Next Earnings: 5.24.21 (AXGN)

18. Will better rail service translate into more freight moving by rail?

          Companies: CSX Corp. (CSX), Kansas City Southern (KSU), Norfolk Southern (NSC), Union Pacific (UNP)

          Last Report: 9.24.20            Next Report: April/May                    Next Earnings: 4.22.21 (CSX)

19. How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry?

          Companies: Dynatrace (DT), New Relic (NEWR), Datadog (DDOG), Elastic (ESTC), Splunk (SPLK)

          Last Report: 9.10.20            Next Report: April/May                    Next Earnings: 5.5.21 (DT)

20. As the continuous glucose monitoring market continues to innovate, integrate, and grow, are insulin pump makers Tandem, Insulet, and Medtronic poised to follow?

          Companies: Tandem Diabetes Care (TNDM), Dexcom (DXCM), Insulet (PODD), Medtronic (MDT)

          Last Report: 9.3.20              Next Report: May/June                   Next Earnings: 5.13.21 (DXCM)

21. With Intel’s latest production delays, how big a share of the CPU market can AMD capture?

          Companies: Advanced Micro Devices (AMD), Intel (INTC), Nvidia (NVDA)

          Last Report: 10.1.20            Next Report: May/June                   Next Earnings: 4.27.21 (AMD)

22. Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years?

          Companies: ServiceNow (NOW), Salesforce (CRM), Amazon.com (AMZN), Microsoft (MSFT)

          Last Report: 8.27.20            Next Report: May/June                   Next Earnings: 4.28.21 (NOW)

23. Will Aon’s merger with Willis Towers Watson lead to significant disruptions due to employees leaving and taking clients with them? Will Aon’s push for a more data-driven model succeed?

          Companies: Aon (AON), Willis Tower Watson (WLTW), Marsh & McLennan (MMC)

          Last Report: 8.20.20            Next Report: June/July                    Next Earnings: 5.7.21 (AON)

24. Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square?

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

          Last Report: 7.24.20            Next Report: April                         Next Earnings: 5.5.21 (PYPL)

25. Will Chewy’s recent strong sales trend continue as states begin to reopen?

          Companies: Chewy (CHWY), Amazon.com (AMZN), PetMed Express (PETS)

          Last Report: 6.4.20              Next Report: April/May                  Next Earnings: 3.9.21 (CHWY)