Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

March, 2016  // Posts published in March, 2016

ESP Systems from HAL, FTK, WFT in Highest Demand in Bleak Market

Research Question: Which oilfield products and services are most in demand in light of poor market conditions? Companies: BHI, FTK, HAL, HCLP, HP, MT, NBR, PTEN, SLB, SLCA, WFT, X Click here to download the report (.pdf)   Highlights Artificial Lift Equipment Boosts Production (BHI, FTK, HAL, SLB, WFT) Three sources working for manufacturers of […]

Read more...

March Trends Tracker

Trends Tracker Companies Covered: AAP, ADDYY, AMZN, ANGI, AZO, BRK.A/B, BWLD, CMCSA, CMG, COLM, COST, DECK, DG, DNKN, FB, GOOG/GOOGL, GPC, GRPN, JACK, KR, MCD, MNST, NFLX, NKE, ORLY, PBY, PEP, PLKI, PNRA, PUSH, PYPL, QSR, SBUX, SFM, SHAK, SKX, SONC, SWY, TFM, TGT, TWX, TYO:7936, UA, VFC, WEN, WFM, WMT, WWW, YELP, YUM Click here to […]

Read more...

Sony, Samsung Among Early Leaders in the Race for VR Profits

Research Question: As virtual reality hits the mainstream market, which hardware makers, software developers and content creators will emerge as the winners? Companies: AAPL, ADSK, AMD, AMZN, EMAN, FB, GOOG/GOOGL, GPRO, HKG:0700, KRX:005930, MSFT, NOK, NVDA, NYT, TPE:2498, TYO:6758, TYO:7751 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings HTC […]

Read more...

Mar 28 2016 Technology

Cloud Confusion, Cheap Flash Arrays Wreaking Havoc on Storage Incumbents

Research Question: What is leading to the commoditization of the data storage industry and the disruption of incumbent vendors? Companies: AMZN, CSCO, EMC, GOOG/GOOGL, HPE, IBM, MLNX, MSFT, NTAP, PSTG, SMCI, SNDK, TPE:2382, TYO:6501 By: John Harrington Click here to download the report (.pdf)   Summary Clients are radically slowing their purchases of last-gen storage […]

Read more...

Textura’s Growth Is Aligned with Construction Industry’s Recovery

Research Question:Can Textura grow its SaaS solutions use among existing and new customers? Companies: LON:SGE, TXTR By: David Franklin Click here to download the report (.pdf)   Summary of Findings Textura Corp.’s (TXTR) success with existing and new customers alike will be directly tied to the recovery taking place in the construction market. If the […]

Read more...

PayPal Idea Proposal

PayPal Idea Proposal

Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by Apple Pay launching on mobile sites? Report Available: April 21, 2016   Blueshift’s initial research shows PYPL off to a good start as a standalone company after its split from EBAY, including impressive total payment volume growth numbers […]

Read more...

Mar 18 2016 Banking, Technology

Q2 Holdings Poised for Growth Due to Increasing Demand and Happy Customers

Research Question: Is Q2 Holdings meeting customer expectations, and will it see meaningful organic and cross-selling success in 2016? Companies: ACIW, CSVI, FDC, FIS, FISV, INTU, JKHY, NCR, NVAFF, PYPL, QTWO, TSE:DH By: David Franklin Click here to download the report (.pdf)   Summary of Findings Q2 Holdings Inc.’s (QTWO) customer satisfaction levels are high, […]

Read more...

Teleflex Idea Proposal

Teleflex Idea Proposal

Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Report Available: April 20, 2016   Blueshift’s initial research shows TFX has benefited from a broad healthcare/medical device product line, a deep product pipeline, and the ability to command higher prices than the competition. With the healthcare spending growth […]

Read more...

Buprenorphine Opioid Addiction Treatment Idea Proposal

Buprenorphine Opioid Addiction Treatment Idea Proposal

Will long acting implantable and injectable buprenorphine become widely adopted for opioid addiction treatment? Report Available: April 8, 2016   Blueshift’s initial research shows that addiction to opioids has skyrocketed to the point of being an epidemic. Current available treatment options face numerous challenges including frequent dosing, poor adherence, high incidence of relapse, and misuse. […]

Read more...

Mar 10 2016 Automotive, Idea Proposals

Advance Auto Parts Idea Proposal

Advance Auto Parts Idea Proposal

Is Advance Auto Parts executing the right moves to catch up to its peers in 2016 and beyond? Report Available: April 14, 2016   Blueshift’s initial research shows AAP in the throes of remaking its business to capture more share of the commercial customer mechanic and repair shop business. The company has struggled to match […]

Read more...