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Current Ideas: 1/20/2012

1. How are sales for Green Mountain's products and is current market share sustainable?
Last Report: 1.13.11    Next Report: 1.10.12    Next Earnings: 1.30.12 (GMCR)

2. How successful is Under Armour at expanding its core demographic to become the preferred apparel company for women, teens, and men under 35?
Last Report: 7.14.11    Next Report: 12.22.11    Next Earnings: 1.23.12 (UA)

3. How successful will cable companies be in distributing OTT content themselves?
Last Report: 7.21.11    Next Report: 12.15.11    Next Earnings: 1.23.12 (NFLX, TWC)

4. Will dollar stores be able to maintain higher margins relative to big box discount retailers?
Last Report: 5.5.11    Next Report: 12.15.11    Next Earnings: 12.5.11 (DG)

5. How well is Illumina positioned to face DNA sequencing research funding issues, overcapacity concerns, and next-gen tech challenges?
Last Report: N/A    Next Report: 12.15.11    Next Earnings: 1.9.12 (ILMN)

6. Will new product introductions allow Wendy’s to increase sales and capture new customers?
Last Report: 12.8.11    Next Report: February    Next Earnings: 2.27.12 (WEN)

7. Will Monsanto’s 2012 corn seed pricing increase of 5%-10% curtail recent market share gains?
Last Report: 8.29.11    Next Report: 12.15.11    Next Earnings: 1.5.12 (MON)

8. Will more shoppers and brick-and-mortar merchants find it advantageous to pay with their PayPal account? Will Amazon.com be able to lure buyers and sellers away from eBay?
Last Report: 11.22.11    Next Report: February    Next Earnings: 1.16.12 (EBAY)

9. How are inventory and sales trends at Vera Bradley?
Last Report: 12.1.11    Next Report: February    Next Earnings: 12.6.11 (VRA)

10. What is customer reaction to Oracle's Exadata box regarding savings in dollars, data speed, and space?
Last Report: 11.17.11    Next Report: February    Next Earnings: 12.20.11 (ORCL)

11. Aided by new product introductions, will Ulta continue to experience strong sales for the remainder of 2011?
Last Report: 11.22.11    Next Report: February    Next Earnings: 3.5.12 (ULTA)

12. Is capital spending for factory automation slowing and what does this mean for Cognex’s Dataman product line?
Last Report: 12.1.11    Next Report: February    Next Earnings: 2.6.12 (CGNX)

13. As competition heats up in the market for casual games, how is Zynga faring and what impact will Electronics Arts have on the industry?
Last Report: 11.10.11    Next Report: Jan/Feb    Next Earnings: 1.30.12 (ERTS)

1. What does wave season hold for the cruise industry, and how much will the Costa Concordia grounding impact the cruise business?
Last Report: 6.16.11    Next Report: 2.7.12    Next Earnings: 1.23.12 (RCL)

2. Which impact is Michael Kors having on Coach, particularly in the handbag market?
Last Report: N/A    Next Report: 2.14.12    Next Earnings: 1.24.12 (COH)

3. How are sales for Sirius XM Radio at car dealerships and is the company in a growth or decline position?
Last Report: 8.23.11    Next Report: 2.2.12    Next Earnings: 2.13.12 (SIRI)

4. What percentage of Type 1 and 2 diabetics will use continuous glucose monitoring (CGM) and in what time frame? What are the competitive threats to Dexcom’s device?
Last Report: N/A    Next Report: 2.9.12    Next Earnings: 2.29.12 (DXCM)

5. How is the current state of the economy affecting deal closings at Pegasystems?
Last Report: N/A    Next Report: 1.31.12    Next Earnings: 3.12.12 (PEGA)

6. How are Rovi’s product and program launches progressing and will they provide a solid foundation for further growth?
Last Report: 4.25.11    Next Report: 1.26.12    Next Earnings: 2.16.12 (ROVI)

7. Will Green Dot’s recent bank purchase, expanded retail footprint, and fallout from the Dodd-Frank Act be catalysts for continued growth?
Last Report: 9.29.11    Next Report: 1.26.12    Next Earnings: 2.2.12 (MA, V)

8. With electronic health record incentives underway, which companies are the leading providers to small medical practices and how quickly will the market ramp?
Last Report: 1.19.12    Next Report: March    Next Earnings: 2.7.12 (CERN)

9. Are commercial construction loans becoming more available? If yes, what market segment is benefiting and in what geographic area?
Last Report: 9.22.11    Next Report: 2.9.12    Next Earnings: 4.9.12 (JPM)

10. What are retail clothing manufacturing trends in China, with an emphasis on wages and materials?
Last Report: 1.10.12    Next Report: April    Next Earnings: N/A

11. As more global IT consulting companies recruit workers from India, what capacity constraints will develop in the India labor pool? What lies ahead in wage inflation and labor quality trends?
Last Report: N/A    Next Report: 2.7.12    Next Earnings: 1.19.12 (IBM)

12. What impact are discount retailers having on Safeway, and will growth continue for the company’s Blachawk prepaid card business?
Last Report: 11.20.09    Next Report: 2.2.12    Next Earnings: 2.23.12 (SWY)

13. How is SodaStream progressing with its U.S. retail expansion and how are holiday equipment and consumable sales?
Last Report: 1.12.12    Next Report: February    Next Earnings: 3.5.12 (SODA)

14. How are sales for Green Mountain's products and is current market share sustainable?
Last Report: 1.10.12    Next Report: April    Next Earnings: 2.1.12 (GMCR)

15. As competition heats up in the market for casual games, how is Zynga faring and what impact will Electronics Arts have on the industry?
Last Report: 11.10.11    Next Report: Feb/Mar    Next Earnings: 1.30.12 (ERTS)

16. Will Windows 8 have a significant impact on the mobile device market and if so, how quickly?
Last Report: 1.12.12    Next Report: April    Next Earnings: 1.19.12 (MSFT)

17. How successful will cable companies be in distributing OTT content themselves?
Last Report: 12.15.11    Next Report: March    Next Earnings: 1.25.12 (NFLX)

18. What is the #2 tablet after Apple’s iPad: Amazon’s Kindle Fire, Samsung’s Galaxy Tab or Barnes & Noble’s Nook?
Last Report: 12.22.11    Next Report: Feb/Mar    Next Earnings: 1.24.12 (AAPL)

19. Aided by new product introductions, will Ulta continue to experience strong sales for the remainder of 2011?
Last Report: 11.22.11    Next Report: February    Next Earnings: 3.5.12 (ULTA)

20. How successful is Under Armour at expanding its core demographic to become the preferred apparel company for women, teens, and men under 35?
Last Report: 12.22.11    Next Report: March    Next Earnings: 1.26.12 (UA)

21. Will more shoppers and brick-and-mortar merchants find it advantageous to pay with their PayPal account? Will Amazon.com be able to lure buyers and sellers away from eBay?
Last Report: 11.22.11    Next Report: February    Next Earnings: 1.18.12 (EBAY)

22. Will new product introductions allow Wendy’s to increase sales and capture new customers?
Last Report: 12.8.11    Next Report: February    Next Earnings: 2.27.12 (WEN)

23. Will Monsanto’s 2012 corn seed pricing increase of 5%-10% curtail recent market share gains?
Last Report: 12.15.11    Next Report: March    Next Earnings: 4.4.12 (MON)

24. As The Fresh Market expands, can it succeed outside of its core market?
Last Report: 11.3.11    Next Report: February    Next Earnings: 3.7.12 (TFM)

25. Where will CDN growth come from now that data transit has been commoditized, and which service provider is best positioned to gain market share?
Last Report: 10.6.11    Next Report: Feb/Mar    Next Earnings: 2.8.12 (AKAM)

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