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July, 2013  // Posts published in July, 2013

Jul 31 2013 Services, Travel & Leisure

Gaylord Properties Remain in Demand Despite Acquisition Hiccups

Research Question: How have customers’ relationships with Gaylord salespeople changed since Marriott took over Gaylord properties? By: Susan Jennings Kantari Companies: MAR, RHP Click here to download the report (.pdf)   Summary of Findings Overall, sources have been satisfied with sales and service from Gaylord properties following Marriott International Inc.’s (MAR) management takeover, but eight voiced some concerns […]

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Rare Earth Mining Whisper

Rare Earth Mining Whisper

Research Question: Are Allied Nevada and Newmont Mining sitting on a treasure trove of rare earths that will unlock a new stream of revenue or provide only a one-time windfall? Companies Covered: Allied Nevada Goldcorp (ANV), Newmont Mining (NEM) Report Available: August 30, 2013   Blueshift’s initial research indicates the potential for new sources of revenue from […]

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Ulta Whisper

Ulta Whisper

Research Question: Will Ulta continue its positive momentum through 2013 despite increasing competition and pricing pressure? Companies Covered: Ulta Salon, Cosmetics & Fragrance (ULTA) Report Available: August 22, 2013   Despite maintaining impressive sales growth, Blueshift’s initial research indicates Ulta facing potential challenges from increasing competition and pricing pressure from the likes of Amazon.   […]

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Thor on Track to Grow with RV Industry as Supply Meets Demand

Research Question: Can Thor Industries maintain its sales growth as competition in the RV industry heats up? By: Susan Jennings Kantari Companies: BRK.A, THO, WGO Click here to download the report (.pdf)   Summary of Findings Thor Industries Inc. (THO) is following sales growth trends in the recreational vehicle industry and expected to maintain market share into […]

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Jul 24 2013 Financial

THE CLOCK: Clean Energy Report, 2013 Q2

Click here to download the report (.pdf)   EDITOR’S INTRODUCTION In our first issue of the Clock, we set the time at 9 pm based on progress the clean energy industry has seen in the last decade juxtaposed with the challenges we face today. Now, in this second issue, the second quarter of 2013, we will set the […]

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Lululemon Whisper

Lululemon Whisper

Research Question: Will concerns over its sheer pants continue to derail Lululemon? Companies Covered: Lululemon (LULU) Report Available: August 16, 2013   Blueshift’s initial research shows lingering and potentially devastating effects from Lululemon’s sheer pants blunder, though the company continues to post impressive sales numbers and remains in high demand with customers and fitness professionals. […]

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Rental Car Demand Up, Rates Remain Flat This Summer

Research Question: Are summer rental car bookings and demand supporting higher rental rates, or is competition keeping prices in check? Companies: CAR, HTZ   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Rental car bookings in early summer were higher year to year for seven of our eight sources. The remaining source […]

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Twitter Whisper

Twitter Whisper

Research Question: Can Twitter compete with Google and Facebook in the digital advertising market? Companies Covered: Twitter, Google (GOOG), Facebook (FB) Report Available: August 13, 2013   Blueshift’s initial research shows Twitter’s IPO projected for 2014 as it increases initiatives to offer a wide variety of options for advertisers, while competing with advertising giants Facebook and Google who […]

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Trial Sites Report Patient Backlog for BSX’s S-ICD Due to Supply Shortage

Research Question: Will Boston Scientific’s new first-in-class S-ICD system overcome supply-chain problems, achieve widespread adoption and reverse the company’s recent declines in cardiac device sales? By: David Franklin & Linda Richards Companies: ABT, BSX, EW, MDT, STJ Click here to download the report (.pdf)   Summary of Findings Clinical trial sites reported patient demand, easy implantation and minimal issues […]

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Sources Less Enthused about ThromboGenics’ Jetrea Post-Trial

Research Question: Will ThromboGenics’ Jetrea gain acceptance as a first-line treatment for VMA/VMT, or will it become a niche treatment? Companies: EBR:THR By: David Franklin Click here to download the report (.pdf)   Summary of Findings ThromboGenics NV’s (EBR:THR) Jetrea is in the early stages of its U.S. launch, and sources have limited experience with the only nonsurgical […]

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