New Research Ideas:
Life Sciences (DHR, ILM, TMO): Is the current demand landscape for diagnostics & research equipment industry giants Thermo Fisher and Danaher still strong after several years of COVID-driven purchases? |
Qualys (QLYS, RPD, TENB): Are cybersecurity market conditions and competitive dynamics ripe for Qualys to accelerate its revenue growth? |
Companies Covered on Our Research List:
Abbott (ABT) | Carnival (CCL) | Insulet (PODD) | PayPal (PYPL) | Tandem Diabetes Care (TNDM) | |||||
Academy Sports and Outdoors (ASO) | Coca-Cola (KO) | Lululemon (LULU) | PepsiCo (PEP) | The Trade Desk (TTD) | |||||
Affirm (AFRM) | Danaher (DHR) | Medtronic (MDT) | Pinterest (PINS) | Thermo Fisher (TMO) | |||||
Alphatec (ATEC) | Dexcom (DXCM) | Meta Platforms (FB) | Plug Power (PLUG) | Tivity Health (TVTY) | |||||
Align (ALGN) | Dick’s Sporting Goods (DKS) | Monster (MNST) | Qualys (QLYS) | TJX Companies (TJX) | |||||
Ballard Power (BLDP) | DocuSign (DOCU) | Nike (NKE) | Ross (ROST) | Twitter (TWTR) | |||||
Bill.com (BILL) | FuelCell (FCEL) | NuVasive (NUVA) | Royal Caribbean (RCL) | Upstart (UPST) | |||||
Block (SQ) | GlaxoSmithKline (GSK) | Okta (OKTA) | Sherwin-Williams (SHW) | Vacasa (VCSA) | |||||
Bloom Energy (BE) | Hilton (HLT) | P3 Health Partners (PIII) | Snap (SNAP) | Zoetis (ZTS) |
Research Questions:
Companies: Danaher (DHR), Thermo Fisher (TMO)
Last Report: N/A Next Report: 7.14.22 Next Earnings: 7.21.22 (DHR)
Companies: Qualys (QLYS), Rapid7 (RPD), Tenable (TENB)
Last Report: N/A Next Report: 6.30.22 Next Earnings: 8.3.22 (QLYS)
Companies: Align (ALGN), SmileDirectClub (SDC)
Last Report: 6.24.22 Next Report: Oct/Nov Next Earnings: 7.27.22 (ALGN)
Companies: Sherwin-Williams (SHW)
Last Report: 6.2.22 Next Report: Sept/Oct Next Earnings: 7.26.22 (SHW)
Companies: Burlington (BURL), Ross (ROST), TJX Companies (TJX)
Last Report: 5.6.22 Next Report: Sept/Oct Next Earnings: 8.17.22 (TJX)
Companies: The Trade Desk (TTD)
Last Report: 5.20.22 Next Report: Oct/Nov Next Earnings: 8.9.22 (TTD)
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)
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)
Companies: DocuSign (DOCU), Adobe (ADBE), Citrix (CTXS)
Last Report: 3.31.22 Next Report: Nov/Dec Next Earnings: 9.8.22 (DOCU)
Companies: Tivity Health (TVTY), UnitedHealth Group (UNH), Centene (CNC)
Last Report: 3.24.22 Next Report: Sept/Oct Next Earnings: 8.4.22 (TVTY)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
Companies: Bill.com (BILL)
Last Report: 12.1.21 Next Report: July/Aug Next Earnings: 8.4.22 (BILL)
Companies: Zoetis (ZTS), Covetrus (CVET), Elanco Animal Health (ELAN)
Last Report: 12.9.21 Next Report: July/Aug Next Earnings: 8.4.22 (ZTS)
Companies: Alphatec Holdings (ATEC), Medtronic (MDT), NuVasive (NUVA)
Last Report: 11.3.21 Next Report: Nov/Dec Next Earnings: 8.3.22 (NUVA)
Companies: Lululemon (LULU), Nike (NKE), Under Armour (UA)
Last Report: 9.30.21 Next Report: Aug/Sept Next Earnings: 9.1.22 (LULU)
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