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.

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.

Despite tremendous growth in the wholesale and retail data center industries over the past five years, internet infrastructure and communications services analyst Jim Breen believes the industry is still in the early innings of a profound shift.

Consumer spending has undergone a marked shift over the past 15 years, as consumers have elected to spend less of their discretionary income on physical goods—such as cars, furniture, and clothing—and are reallocating this spending (at an accelerating rate) toward experiences, a trend consumer analyst Ryan Sundby believes will continue.

Retailers and brands have had to adjust their business models to deal with the rapid growth of e-commerce sales in the past few years. Although, many retailers may have realized the transformation too late to effectively evolve.

Analyst Ryan Daniels provides his expectations for developments in the healthcare marketplace. This year’s report comes at an interesting time, as recent administration changes should serve as a further catalyst for healthcare consumerism in the United States.

 1 2 3