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September, 2015  // Posts published in September, 2015

Sep 30 2015 Retail, Services

PVH’s Calvin Klein Continues Marked, But Gradual, Improvement

Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Companies: BKE, BOSSY, ICON, JWN, KORS, LVMUY, M, PERY, PVH, RL, VFC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings PVH Corp.’s (PVH) Calvin Klein continues to make progress in its revitalization efforts […]

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Digital Realty Trust Set to Score on Network Interconnection

Research Question: How will Digital Realty Trust’s acquisition of Telx affect the network interconnection and leasing industry? Companies: AAPL, AKAM, AMZN, CONE, CORE, CRM, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, LVLT, MSFT, ORCL, T, VZ, WIN, ZAYO By: John Harrington Click here to download the report (.pdf)   Summary Digital Realty Trust Inc.’s (DLR) $1.89 billion […]

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September 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMBA, AMZN, ANGI, CAR, CMCSA, CMG, COST, CSCO, DISH, FB, GOOG/GOOGL, GPRO, KR, KRX:005930, LNKD, MCD, NFLX, NKE, PNRA, S, SFTBF, SKX, SSYS, T, TMUS, TSE:QSR, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) […]

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Low Oil Prices Keep Upstream Industry in Slow Motion

Research Question: What has been the long-term effect of low oil prices on oilfield service demand and pricing? Companies: BHI, HAL, HCLP, HP, NBR, PTEN, SLB, SLCA Click here to download the report (.pdf)   Highlights Frac Demand, Pricing Scraping Bottom, More E&Ps Buying Materials Directly from Manufacturers (HAL, HCLP, SLB, SLCA) Three sources working for […]

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Caesarstone Idea Proposal

Caesarstone Idea Proposal

  Research Question: Will CSTE’s strong growth rate in the U.S. be threatened by quartz countertop competitors and other trending high-end countertop options? Report Available: Oct. 24, 2015   Blueshift’s initial research shows quartz countertops continuing to gain popularity in the U.S. as homeowners tire of granite due to its commonality and maintenance requirements. CSTE has […]

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Skechers Continues to Walk Tall Worldwide

Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Companies: ADDYY, NKE, SKX, TYO:7936, UA By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) should be able to sustain its strong recent growth throughout 2015 and into 2016, according to […]

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Sep 23 2015 Retail, Services, Technology

Apple Watch Continues Disruption of Traditional Watchmakers

Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Companies: AAPL, AMS:TOM2, BBY, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, INTC, JSE:CFR, LVMUY, NKE, TYO:6952, TYO:7762, TYO:8050, UA, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings As reported in Blueshift’s April 8, 2015 Apple Watch […]

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Scotts Miracle-Gro Idea Proposal (SMG)

Scotts Miracle-Gro Idea Proposal (SMG)

Research Question: Will Scotts Miracle-Gro’s entry into the hydroponics/marijuana market spur the company into high-growth mode?   Report Available: Oct. 23, 2015   Blueshift’s initial research shows SMG expanding into the hydroponics market, a sector likely to experience double-digit growth for years to come. However, hydroponics’ user base, many of whom grow marijuana, shudder at […]

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Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth

Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]

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Dollar Tree Idea Proposal

Dollar Tree Idea Proposal

  Research Question: Can Dollar Tree turn around the poor-performing Family Dollar? Report Available: October 22, 2015   Blueshift’s initial research shows DLTR’s acquisition of Family Dollar may require more investment than originally anticipated. However, DLTR has laid out several strategies to improve the blundering chain it bought, and many have faith the company will fully deliver […]

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