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February, 2015  // Posts published in February, 2015

February 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, ARMH, CBS, CMCSA, CMG, EBAY, FB, FSLR, GME, GNC, GOOG/GOOGL, IHRT, KRX:005930, LNKD, MCD, MSFT, NFLX, NRG, P, PM, SCTY, SSYS, T, TGT, TMUS, TWC, TWTR, TWX, TYO:6752, TYO:6758, TYO:7733, TYO:7974, UA, VIA, VSLR, VZ, WBA, WEN, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   […]

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Q2 Holdings Whisper

Q2 Holdings Whisper

Research Question: Can Q2 Holdings’ increased sales force bring on enough banking clients to sustain its growth? Companies Covered: Q2 Holdings (QTWO), NCR Corporation (NCR), ACI Worldwide (ACIW), Bottomline Technologies (EPAY), Jack Henry and Associates (JKHY), Fiserv (FISV), Fidelity National Information Services (FIS), Wells Fargo (WFC), Bank of America (BAC) Report Available: March 13, 2015   Blueshift’s initial […]

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Constellation Brands’ Beers Soaking Up More of the Market

Research Question: Will Constellation Brands’ beer brands continue to outperform the market, or have they plateaued? Companies: AMS:HEIA/HINKY, BUD, DEO, SAM, SBMRY, STZ, TAP By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Nineteen of 21 sources who commented expect Constellation Brands’s (STZ) beers to continue to outperform the market. The remaining […]

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Cash to Cisco, Aruba in Education Wi-Fi Windfall

Research Question: Which vendors are best positioned to benefit from the imminent release of more than $2 billion in federal E-rate funds to upgrade K–12 school Internet? Companies: ARUN, CSCO, EXTR, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights Three CEOs and one senior vice president of companies that design Wi-Fi […]

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Sysco’s Power Will Grow, Even With Loss of US Foods Customers

Research Question: Will Sysco reap great rewards as a result of its acquisition of US Foods, or will customer defections offset any gains? Companies: AMZN, ARMK, CAG, CMG, COST, LON:CPG, DIN, MCD, MDAS, PINC, PNRA, QSR, SDXAY, SYY, TSN, UNFI, WMT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Sysco (SYY) […]

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Feb 20 2015 Basic Materials, Energy

Drilling, Fraccing Industry Coping with Slow Demand

Research Question: What has been the effect of lower E&P capex budgets on the upstream industry? Companies: APA, BHI, CHK, DVN, HAL, HP, NBR, NOV, PTEN, PXD, SLB, TESO, TSE:ESI, WFT, UNT Click here to download the report (.pdf)   Highlights New Land Rig Orders Tank, Many Newbuilds Canceled or Postponed (NOV, TESO) Just six months ago […]

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Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]

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Teva Pharmaceuticals Whisper

Teva Pharmaceuticals Whisper

Research Question: Will Teva’s growth initiatives be enough to overcome the Copaxone patent cliff and increasing generic drug competition? Companies Covered: Teva Pharmaceuticals (TEVA), Novartis AG (NVS), Mylan (MYL) Report Available: March 25, 2015   Blueshift’s initial research shows Teva’s highly profitable MS drug, Copaxone, is nearing the patent cliff, though its patent-protected reformulation of […]

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Amazon Web Services Whisper

Amazon Web Services Whisper

Research Question: Will Amazon Web Services’ Aurora launch impact Oracle’s ability to build its cloud database business? Companies Covered: Amazon.com (AMZN), Oracle (ORCL), Google (GOOG), IBM (IBM), Microsoft (MSFT), SAP SE (SAP), Rackspace Hosting (RAX) Report Available: March 13, 2015   Blueshift’s initial research shows that AWS’ entry into the database management market will be […]

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Monsanto Whisper

Monsanto Whisper

Research Question: Will Monsanto’s next generation soybean technologies propel growth despite a soft corn market and increasing noise about GMO health issues? Companies Covered: Monsanto (MON), Syngenta AG (SYT), Du Pont (DD), The Dow Chemical Company (DOW) Report Available: March 18, 2015   Blueshift’s initial research shows MON’s soybean technology exceeding revenue expectations and holding […]

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