New Research Ideas:
Upstart Holdings (UPST, FICO, LC, SOFI): 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? |
DocuSign (DOCU, ADBE, CTXS): 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 Covered on Our Research List:
Abbott (ABT) | Bloom Energy (BE) | Exact Sciences (EXAS) | Nike (NKE) | SailPoint (SAIL) | |||||
Academy Sports and Outdoors (ASO) | Carnival (CCL) | FuelCell (FCEL) | NuVasive (NUVA) | Sientra (SIEN) | |||||
Affirm (AFRM) | Celsius (CELH) | GlaxoSmithKline (GSK) | Okta (OKTA) | Snap (SNAP) | |||||
Alphatec (ATEC) | Coca-Cola (KO) | Hilton (HLT) | P3 Health Partners (PIII) | Tandem Diabetes Care (TNDM) | |||||
Apple (AAPL) | Dexcom (DXCM) | Insulet (PODD) | PayPal (PYPL) | Tivity Health (TVTY) | |||||
Aurinia Pharmaceuticals (AUPH) | Dick’s Sporting Goods (DKS) | Lululemon (LULU) | PepsiCo (PEP) | Twitter (TWTR) | |||||
Ballard Power (BLDP) | DocuSign (DOCU) | Medtronic (MDT) | Pinterest (PINS) | Upstart (UPST) | |||||
Bill.com (BILL) | Equitrans Midstream (ETRN) | Meta Platforms (FB) | Plug Power (PLUG) | Vacasa (VCSA) | |||||
Block (SQ) | Establishment Labs (ESTA) | Monster (MNST) | Royal Caribbean (RCL) | Zoetis (ZTS) |
Research Questions:
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: N/A Next Report: 4.14.22 Next Earnings: 5.17.22 (UPST)
2. 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: N/A Next Report: 4.1.22 Next Earnings: 6.9.22 (DOCU)
3. 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: Aug/Sept Next Earnings: 5.26.22 (TVTY)
4. 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: 3.29.22 (ASO)
5. 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: June/July Next Earnings: 6.15.22 (VCSA)
6. 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: May/June Next Earnings: 5.26.22 (MNST)
7. 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: July/Aug Next Earnings: 5.12.22 (AFRM)
8. 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: May/June Next Earnings: 5.5.22 (SNAP)
9. 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: June/July Next Earnings: 5.6.22 (RCL)
10. 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: July/Aug Next Earnings: 4.15.22 (PIII)
11. 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: May/June Next Earnings: 5.10.22 (FISV)
12. 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: June/July Next Earnings: 4.27.22 (ABT)
13. 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: June/July Next Earnings: 6.1.22 (DLTR)
14. 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: May/June Next Earnings: 6.20.22 (NKE)
15. 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: May/June Next Earnings: 5.5.22 (BILL)
16. 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: May/June Next Earnings: 5.17.22 (ZTS)
17. 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: July/Aug Next Earnings: 5.25.22 (NUVA)
18. 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: June/July Next Earnings: 3.29.22 (LULU)
19. 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: May/June Next Earnings: 5.30.22 (SAIL)
20. 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: June/July Next Earnings: 5.24.22 (EXAS)
21. Is Celsius’ growth sustainable?
Companies: Celsius Holdings (CELH), Coca-Cola (KO), Monster (MNST), PepsiCo (PEP)
Last Report: 10.13.21 Next Report: May/June Next Earnings: 5.31.22 (CELH)
22. 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: June/July Next Earnings: 5.12.22 (BE)
23. 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: June/July Next Earnings: 5.31.22 (ESTA)
24. 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: July/Aug Next Earnings: 5.30.22 (AUPH)
25. 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: April/May Next Earnings: 5.24.22 (ETRN)
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