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January, 2014  // Posts published in January, 2014

Teva Turnaround Challenging But Likely with New CEO and Strong Initiatives

Research Question: Can Teva’s new CEO unify the company with a solution for its proprietary and generics businesses? Companies: ACT, ANIP, BIIB, BOM:524816, CAH, ETR:BAYN/BAYRY, MNTA, MYL, PATH, PFE, TLV:TEVA/TEVA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Specific awareness of Teva Pharmaceutical Industries Ltd.’s (TLV:TEVA/TEVA) new CEO Erez Vigodman was limited, but […]

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NSA Whisper

NSA Whisper

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies Covered: IBM (IBM), Cisco (CSCO), Google (GOOG), Microsoft (MSFT), Yahoo (YHOO), Facebook (FB), Apple (AAPL), Intel (INTC), Symantec Corp. (SYMC), Salesforce (CRM) Report Available: February 19, 2014   Blueshift’s initial research shows NSA […]

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Guns and Ammunition Whisper

Guns and Ammunition Whisper

Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in sales or spur the industry to continued strength in 2014? Companies Covered: Sturm, Ruger & Co. (RGR), Smith-Wesson Holding Co. (SWHC), Alliant Techsystems (ATK), Olin Corp. (OLN) Report Available: February 14, 2014   Blueshift’s observations indicate continued strong sales of […]

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RH on Target with Gallery Concept But Misses the Mark on Colors

Research Question: Will Restoration Hardware’s shift to a full-line gallery concept increase its sales and market penetration among individual consumers and interior designers alike? Companies: ETH, RH, TJX, WSM By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings RH, formerly known as Restoration Hardware Holdings Inc. (RH), received positive feedback for its […]

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Largest Property Owners/Managers Support AWAY’s Pay-Per-Booking

Research Question: Will HomeAway’s new pay-per-booking program deliver increased revenue and rental listings, or cannibalize its subscription-based business? Companies: AWAY, EXPE, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Thirteen of 23 sources, including professional property managers with more than 1,000 properties, said HomeAway Inc. (AWAY) will increase revenue and […]

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Luxury Brands Whisper

Luxury Brands Whisper

Research Question: Are luxury brands expecting and prepared for a breakout year in 2014? Companies Covered: Louis Vuitton (EPA:MC, OTC:LVMUY), Burberry (LON:BRBY), Hermes (EPA:RMS), Kering (EPA:KER), Tiffany (TIF), Michael Kors (KORS), Coach (COH) Report Available: February 13, 2014   Blueshift’s initial research shows a surge of wealth in the U.S.’s upper-class and increased online spending boosting […]

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Sirius XM Attracts Few Dealers, Customers of Used Cars

Research Question: Will Sirius’ efforts to target used car dealerships and used car buyers result in a significant new revenue stream for the company? Companies: AAPL, CCO, LMCA, P, SIRI By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Few buyers of used cars that are already equipped with Sirius XM Holdings […]

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3D Printer Market Unsaturated, Channel Not “Stuffed”

Research Question: To what extent do Stratasys’ PolyJet and 3D System’s ProJet compete, and how will this change in 2014? Also, is 3D Systems stuffing the channel? Companies: DDD, SSYS By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Stratasys Ltd.’s (SSYS) PolyJet and 3D Systems Corp.’s (DDD) ProJet are competitors, but […]

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IDEXX Whisper

IDEXX Whisper

Research Question: Are Abaxis and Heska gaining share from IDEXX Laboratories now that the market has adjusted to the new competitive environment created by last year’s FTC settlement? Companies Covered: IDEXX Laboratories (IDXX), Abaxis (ABAX), Heska (HSKA), Zoetis (ZTS), VCA Antech (WOOF), MWI Veterinary Supply (MWIV) Report Available: February 26, 2014   Blueshift’s initial research indicates that IDEXX […]

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Jan 22 2014 Entertainment, Services

Large Potential Exists for SFXE in EDM Space, Results to Follow

Research Question: Will consumer brands find SFX Entertainment’s collection of electronic dance music festivals compelling enough to become significant sponsorship partners? Companies: BUD, FB, GOOG, LYV, MSFT, SFXE, TWTR By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Thirteen of 15 sources said electronic dance music (EDM) is becoming mainstream, has significant room […]

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