Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

November, 2016  // Posts published in November, 2016

ServiceMaster Idea Proposal (SERV)

ServiceMaster Idea Proposal (SERV)

Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Report Available: December 16, 2016   Blueshift’s initial research shows SERV rolling out ServSmart, an innovative app for its technicians and customers alike; technology aimed at increasing efficiency for home warranty service calls. It holds great potential to transform […]

Read more...

Frac Sand Idea Proposal (HCLP, SLCA)

Frac Sand Idea Proposal (HCLP, SLCA)

How will Frac Sand companies be impacted by oil/gas well completion activity now and through 2017?   Report Available: December 15, 2016   Blueshift’s initial research reveals that oil/gas well completion activity is increasing in some of the domestic plays. Some frac sand mining companies have experienced increased demand and even seen a trend of […]

Read more...

Nov 22 2016 Real Estate, Technology

CoStar’s Apartments.com Continues Leading Role in the Top-Tier Rental Market (CSGP)

Research Question: Is CoStar’s Apartments.com the best platform for advertising and returns for rental property managers? Companies: APPF, FB, CSGP, GOOG/GOOGL, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com is a top-performing internet listing service (ILS) and is an important part of a multifaceted […]

Read more...

Tableau Idea Proposal (DATA)

Tableau Idea Proposal (DATA)

Has Tableau lost its edge in a sea of analytics competitors? Report Available: December 20, 2016   Blueshift’s initial research reveals DATA being attacked from all sides by competitors, disappointing Q3 results and 2017 guidance. With a new CEO at the helm, DATA has a new focus on enterprise capabilities, which it hopes will keep […]

Read more...

Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics sell more snowplows than a year ago? Report Available: December 7, 2016   Blueshift’s initial research shows PLOW coming off a quarterly performance that fell short of last year’s record-setting numbers despite 2015’s paltry snowfall amounts. Forecasts for generous snowfall in the coming winter give reason for optimism, as do positive trends […]

Read more...

GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top (GRUB)

Research Question: Will GrubHub win the online food ordering battle? Companies: AMZN, GRUB, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber Technologies Inc.’s UberEATS and in maintaining its supremacy in the online food ordering and […]

Read more...

Etsy Idea Proposal (ETSY)

Etsy Idea Proposal (ETSY)

Why aren’t more Etsy sellers signing up for its Seller Services? Report Available: December 21, 2016   Blueshift’s initial research shows ETSY with an opportunity to grow its revenue through its seller services, designed to provide sellers with simple, powerful tools to help them manage their ETSY business. But sellers have not yet embraced these […]

Read more...

A New Style of IT Security Is Poised to Upend Market (CHKP, PANW, FTNT, JNPR)

Research Question: How is the migration of application workloads to a web-style cloud interface affecting growth strategies for traditional firewall and intrusion detection vendors? Companies: AMZN, CHKP, CSCO, CUDA FTNT, INTC, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download report (.pdf)   Summary Privately held IT security companies that are proactive in a […]

Read more...

Intel’s Omni-Path Will Test Mellanox’s Mettle (MLNX, INTC)

Research Question: How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Companies: AVGO, CRAY, CSCO, IBM, IDTI, INTC, MLNX, MSCC, NVDA, ORCL, SMCI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings With its Omni-Path interconnect technology, Intel Corp. (INTC) has a chance to wrest substantial share from Mellanox Technologies Ltd. […]

Read more...

Dollar Tree’s Integration Progressing, But More Time Needed to Affect Family Dollar (DLTR)

Research Question: Are Dollar Tree’s integration initiatives with its Family Dollar stores creating cost savings and driving revenue growth? Companies: BRK.A/B, DG, DLTR, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings A little more than a year into the ongoing integration by Dollar Tree Inc. (DLTR), Family Dollar […]

Read more...