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August, 2013  // Posts published in August, 2013

Lower Potash Prices Would Do Little to Boost Farm Equipment Sales

Research Question: Will lower input costs stemming from reduced potash prices lead to increased sales of farming equipment? By: David Franklin Companies: AGCO, ASX:BHP/BHP, CAT, CNH, DE, LNN,TYO:6326/KUBTY, VMI Click here to download the report (.pdf)   Summary of Findings The anticipated drop in potash pricing could help farmers reduce their crop production costs, but would not […]

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Aug 29 2013 Media & Print, Services

Meredith Relatively Strong in Print, on Par with Industry in TV

Research Question: Will Meredith cut back on its print runs? How heavily will reverse compensation fees eat into TV retransmission revenues for Meredith and others? By: Reverdy Johnson Companies: CBS, CMCSA, DIS, DISH, DTV, GCI, MDP, SBGI, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Ten of 10 print sources said Meredith […]

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Tempur Sealy Whisper

Tempur Sealy Whisper

Research Question: Is TPX continuing to lose market share to competitor’s foam mattresses? Companies Covered: Tempur Sealy International (TPX), Select Comfort (SCSS) Report Available: September 25, 2013   Blueshift’s initial research shows TPX sales dropping as specialty mattress sales slow across the industry, but TPX has shown in the past that it can hold its […]

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Guns and Ammunition Whisper

Guns and Ammunition Whisper

Research Question: Will the explosive growth for gun and ammunition manufacturers continue or return to normal levels? Companies Covered: Sturm, Ruger & Co. (RGR), Smith-Wesson Holding Co. (SWHC), Alliant Techsystems (ATK), Olin Corp. (OLN) Report Available: September 26, 2013   Blueshift’s preliminary observations indicate that companies producing firearms and ammunition in the United States have experienced explosive […]

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Electronic Cigarette Whisper

Electronic Cigarette Whisper

Research Question: Will the rising popularity of electronic cigarettes translate into significant new revenue streams for tobacco companies? Companies Covered: Reynolds American (RAI), Altria-Group (MO), Philip Morris (PM), British American Tobacco (BTI) Report Available: September/October 2013   Blueshift’s preliminary research indicates that the rapid growth and popularity of electronic cigarettes have the potential to create significant […]

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Rovi Whisper

Rovi Whisper

Research Question: Is Rovi’s base TV guide licensing at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? Companies Covered: Rovi (ROVI) Report Available: September 19, 2013   Blueshift’s initial research shows Rovi narrowing its focus to its core licensing business, but having to fight off increasing competition and threats […]

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Price and Product Variety Drive Ulta’s Growth in 2013

Research Question: Will Ulta continue its positive momentum through 2013 despite increasing competition and pricing pressure? By: Susan Jennings Kantari Companies: AMZN, CVS, M, SBH, ULTA, WAG Click here to download the report (.pdf)   Summary of Findings The growth of Ulta Salon, Cosmetics and Fragrance Inc. (ULTA) is expected to continue in the second half of […]

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ADT Whisper

ADT Whisper

Research Question: Will new home automation and security offerings by cable and telecommunications companies erode ADT’s competitive position? Companies Covered: ADT Corporation (ADT), Comcast, (CMCSA), Time Warner Cable (TWC), Verizon (VZ) Report Available: September 12, 2013   Blueshift’s initial research shows ADT continuing to succeed in the home security market, but cable and telecommunications companies are starting […]

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ResMed, Competitors Cut CPAP Prices to Remain Relevant

Research Question: How are the July 1 CMS reimbursement cuts affecting the CPAP market, and can ResMed maintain its leadership position? By: David Franklin Companies: AET, AMS:PHIA/PHG, BX, CI, ETR:LIN, HNT, HUM, NZE:FPH, RMD, UNH, WLP Click here to download the report (.pdf)   Summary of Findings As in Blueshift Research’s June 21 report, sources expect the […]

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Herbalife Whisper

Herbalife Whisper

Research Question: Are consumers and distributors backing off from buying Herbalife products so far in Q3 as scrutiny continues for safety issues and its possible pyramid scheme? Companies Covered: Herbalife (HLF) Report Available: Sept. 11, 2013   Blueshift’s continued research indicates HLF’s successful business model being increasingly scrutinized by the media and public due to recent allegations and […]

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