Research Questions:

1. Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers?

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

Last Report: N/A                 Next Report: 10.29.20                   Next Earnings: 11.25.20 (SPLK)

 

2. 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: N/A                 Next Report: 11.19.20                   Next Earnings: 11.5.20 (BILL)

 

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

Companies: Neuronetics (STIM)

Last Report: N/A                 Next Report: 11.4.20                    Next Earnings: 11.5.20 (STIM)

 

 

4. 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: Feb/March                 Next Earnings: 10.29.20 (GPN)

 

5. 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: Jan/Feb                    Next Earnings: 11.5.20 (SBH)

 

6. 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: Feb/March                 Next Earnings: 10.29.20 (AXGN)

 

7. 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: March/April                Next Earnings: 10.21.20 (CSX)

 

8. 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: Jan/Feb                    Next Earnings: 10.28.20 (DT)

 

9. 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: Jan/Feb                    Next Earnings: 10.27.20 (DXCM)

 

10. 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: Feb/March                 Next Earnings: 10.27.20 (AMD)

 

11. 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: Jan/Feb                    Next Earnings: 10.28.20 (NOW)

 

12. 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: Dec/Jan                    Next Earnings: 10.30.20 (AON)

 

13. Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business?

Companies: Coupa Software (COUP), Workday (WDAY)

Last Report: 8.14.20            Next Report: Nov/Dec                    Next Earnings: 12.8.20 (COUP)

 

14. 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: Nov/Dec                     Next Earnings: 11.2.20 (PYPL)

 

15. 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: Nov/Dec                    Next Earnings: 12.10.20 (CHWY)

 

16. Will CarMax maintain its market leading position or has the COVID-19-related surge in use of ecommerce for used car sales fueled the competition?

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

Last Report: 7.30.20            Next Report: Nov/Dec                    Next Earnings: 10.29.20 (CVNA)

 

17. Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? How long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue?

Companies: Intuitive Surgical (ISRG), Johnson & Johnson (JNJ), Medtronic (MDT)

Last Report: 6.25.20            Next Report: Nov/Dec                    Next Earnings: 10.15.20 (ISRG)

 

18. Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world?

Companies: Atlassian (TEAM), ServiceNow (NOW), Zendesk (ZEN)

Last Report: 7.2.20              Next Report: Nov/Dec                    Next Earnings: 10.29.20 (TEAM)

 

19. Will Chembio’s DPP COVID-19 system gain and sustain commercial success? How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests?

Companies: Chembio Diagnostics (CEMI), Abbott Laboratories (ABT)

Last Report: 6.12.20            Next Report: Nov/Dec                    Next Earnings: 11.5.20 (CEMI)

 

20. What will be the key early indicators that the trucking industry is on the upswing after the coronavirus shutdown?

Companies: C.H. Robinson (CHRW), J B Hunt (JBHT), Landstar System (LSTR), XPO Logistics (XPO)

Last Report: 5.21.20            Next Report: Nov/Dec                    Next Earnings: 10.16.20 (JBHT)

 

21. How much of a threat does the leveraged loan and collateralized loan obligation market represent for the financial system?

Companies: Citigroup (C), Carlyle Group (CG), JPMorgan Chase (JPM), Well Fargo (WFC)

Last Report: 7.9.20              Next Report: Feb/March                 Next Earnings: 10.29.20 (CG)

 

22. How will demand for Sientra’s implants for cancer and aesthetics procedures ramp post COVID-19? Will Sientra’s share gains continue?

Companies: Sientra (SIEN), AbbVie (ABBV), Johnson & Johnson (JNJ),

Last Report: 5.20.20            Next Report: Dec/Jan                    Next Earnings: 11.9.20 (SIEN)

 

23. What type of growth rate can Ansys deliver over the next few years in the simulation software market?

Companies: Ansys (ANSS), Autodesk (ADSK)

Last Report: 6.18.20            Next Report: Nov/Dec                    Next Earnings: 11.4.20 (ANSS)

 

24. Will Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline?

Companies: Equitrans Midstream (ETRN)

Last Report: 7.31.20            Next Report: Jan/Feb                    Next Earnings: 11.3.20 (ETRN)

 

25. How will the lifting of the moratorium on evictions affect Apartments.com?

Companies: CSGP (CoStar Group), Facebook (FB), RealPage (RP), Zillow (Z/ZG)

Last Report: 7.23.20            Next Report: Feb/March                 Next Earnings: 10.27.20 (CSGP)