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December, 2011  // Posts published in December, 2011

Dec 31 2011 Financial

Top Research Stories of 2011

Companies Covered AEO AFCE ANF APOL ARMH BMY CAKE CCL CMCSA CROX CSTR DECK DIN DRI DTV DV EAT EBAY EL EW FTNT GDOT GME GPS GRPN HLF JCP KSS LTD MAKO MSFT NAV NFLX NOK ORCL PNDORA PSUN RCL RIMM SHLD TFM TWX ULTA VCI WPO WTW Zynga       Consumer Estee Lauder […]

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Under Armour Broadens Reach Except in Footwear (UA)

Research Question: How successful is Under Armour at expanding its core demographic to become the preferred apparel company for women, teens and men under 35 years of age? By: David Franklin Companies: AEO, BRK.A, CAB, COLM, COST, ADS:DE, ETR:PUM, FL, GPS, HBI, LULU, NKE, TGT, TJX, TYO:7936, UA, VFC Click here to download the report (.pdf)   […]

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Amazon’s Kindle Fire Poised to Be No. 2 Tablet After iPad (AMZN)

Research Question: What is the No. 2 tablet after Apple’s iPad: Amazon’s Kindle Fire, Samsung’s Galaxy Tab or Barnes & Noble’s Nook Tablet? By: Reverdy Johnson Companies: AAPL, AMZN, ARM, BKS, DELL, GOOG, HKG:0992, HPQ, LON:SMSN, MMI, MSFT, NVDA, TPE:2353, TPE:2357, TPE:2498, TSE:RIM/RIMM, TXN, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings […]

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Illumina Still Leads in Challenging DNA Sequencing Market (ILMN)

Research Question: How well is Illumina positioned to face DNA sequencing research funding issues, overcapacity concerns, and next-generation technology challenges? By: David Franklin Companies: DGX, ETR:QIA/QGEN, FRA:RH05,  GNOM, ILMN, LH, LIFE, PACB, PKI, SQNM Click here to download the report (.pdf)   Summary of Findings The large-scale and next-gen sequencer markets are facing short-term challenges. Funding shifts […]

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Dec 15 2011 Retail

Dollar Stores Maintain High Margins, Grow Customer Base (DG, DLTR)

Research Question: Will dollar stores be able to maintain higher margins relative to big-box discount retailers? By: Reverdy Johnson & Ryan Duck Companies: BIG, DG, DLTR, EBR:DELB/DEG, FDO, FRED, KR, NDN, SHLD, SVU, SWY, TGT, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Dollar stores are well-positioned to maintain high margins because […]

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Dec 15 2011 Media & Print, Technology

OTT, VOD a Cable Provider Necessity, But Studios Guard Content

Research Question: How successful will cable companies be in distributing OTT content themselves? By: Susan Jennings Kantari Companies: AAPL, AMZN, BBY, CBS, CHTR, CMCSA, CVC, DIS, DISCA, DISH, DTV, GOOG, LSTZA, MSFT, NFLX, ROVI, T, TWC, TWX, TYP:752/PC, TYO:6753/SNE Click here to download the report (.pdf)   Summary of Findings Cable companies require an OTT solution in […]

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Dec 08 2011 Basic Materials, Chemicals

Price Hikes Will Not Hurt Monsanto’s Share (MON)

Research Question: Will Monsanto’s 2012 corn seed pricing increase of 5% to 10% curtail recent market share gains? By: David Franklin Companies: DD, DOW, ETR:BAYN, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) market share is not expected to be hurt by its 5% to 10% price increase for […]

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New Burgers, Refocus on Core Products Helping Wendy’s Sales (WEN)

Research Question: Will new products allow Wendy’s to increase sales and capture new customers? By: Reverdy Johnson Companies: BKC, CMG, DIN, DRI, EAT, JACK, MCD, PNRA, WEN, YUM Click here to download the report (.pdf)   Summary of Findings The Wendy’s Co.’s (WEN) new Hot ‘N Juicy burger line and the “W” burger are driving sales, according […]

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Foam Converts Choose Serta iComfort; Tempur-Pedic Buyers Remain Loyal (TPX)

Research Question: Will Serta’s new iComfort memory foam sleep system take market share from Tempur-Pedic at U.S. retailers that have carried both brands for the past three to four weeks? By: Susan Jennings Kantari Companies: TPX, ZZ Click here to download the report (.pdf)   Summary of Findings Slots for Serta Inc.’s iComfort ranged from two to 10 […]

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Automation Budget Growth Slowing, Cognex to Hold Onto Lead (CGNX)

Research Question: Is capital spending for factory automation slowing, and what does this mean for Cognex’s DataMan product line? By: David Franklin Companies: BIT:DAL, BIT:IMA, CGNX, EPA:SU, ETR:SIE, IN, NATI, TDY, TYO:6645, TYO:6861 Click here to download the report (.pdf)   Summary of Findings Factory automation growth is expected to slow in 4Q11 and to lag behind 2011 […]

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