Our research analysts offer in-depth analysis of stocks across the market-cap spectrum, albeit with a particular focus on small- and midcap companies. We strive to identify best-of-breed companies that have promising long-term outlooks with attractive, sustainable earnings growth rates.

Healthcare analyst John Kreger attended CPhI Worldwide, the world’s largest trade fair for pharmaceutical contract manufacturing. At the event, he had the opportunity to meet with public and private players in the contract development and manufacturing (CDMO) space. 

The commercial real estate (CRE) services industry is growing relatively quickly and represents a broad variety of services provided to property managers, investors, and tenants/occupiers of commercial real estate.

AI has experienced multiple cycles of extraordinary hype, yet with the confluence of a few recent trends, we believe the pieces are now in place for AI to unleash a new wave of disruption.

The U.S. bottled water market is $16 billion (producer revenue) and forecast to grow at a compound annual rate of 8%. More broadly, the U.S. non-alcoholic beverage market is $180 billion and has grown at a low-single-digit rate.

The Biotechnology Research Team co-hosted our eighth annual conference in New York with Maidstone Life Sciences. The two-day event was divided into four themes: Adoptive Cell Therapies, Jump-Starting the Immune System, Next-Generation Approaches, and Immunotherapy Combinations.

Analyst Ryan Daniels reports on a convergence of events that has rapidly pushed our thesis on consumerism in the healthcare marketplace forward. We now believe a tipping point has arrived that is markedly changing the U.S. healthcare landscape.

Analyst Tim Mulrooney reports that the U.S. pest control market is growing 4%-5% annually and is less cyclical due to a high recurring revenue stream secured by long-term contracts, the high cost of failure, and the nondiscretionary nature of the service.

IT infrastructure continues to migrate to the cloud with increasing adoption of SaaS, public cloud, and mobile applications. According to Analyst Jonathan Ho, a new cloud-based platform will be required to unify identity access management across disparate architectures.

Analyst Matt Larew breaks up his analysis Medicare growth into three themes for the post-acute-care industry.

Technology analyst Ralph Schackart discusses trends in streaming content. It is estimated that global streaming video on demand revenues will continue to increase to $25.7 billion in 2021.

 1 2 3 4