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May, 2017  // Posts published in May, 2017

Mother’s Day Promotion Boosts Sales at Signet’s Kay; Zales Still Disappointing (SIG)

Research Question: Will Signet bounce back with improved sales for Mother’s Day? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Signet Jewelers Ltd.’s (SIG) Mother’s Day sales were mixed among its three main retailers—Zales, Kay Jewelers and Jared—but the company has made progress compared with Blueshift Research’s […]

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Gun Manufacturers Idea Proposal (AOBC, RGR)

Gun Manufacturers Idea Proposal (AOBC, RGR)

How significant is the decline in gun sales brought on by the Presidential election? When will gun sales rebound? Report Available:May 26, 2017   Blueshift’s initial research shows fears that gun sales will fall significantly with a pro-gun President and Congress, setting up low expectations for manufacturers RGR and AOBC. While FBI background checks have […]

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ComScore Has an Opening, But Toppling Nielsen Will Be Tough (NLSN, SCOR)

Research Question: Will ComScore’s cross-platform measurement technology lead it to revenue growth and challenge Nielsen? Companies: ADBE, ASX:FOX/FOX, CHTR, CMCSA, DISH, FB, GOOG/GOOGL, NFLX, NLSN, OMC, ORCL, SCOR, T, TWX, VIA/VIAB, VZ, WPPGY Click here to download report (.pdf) By: Seth Agulnick   Summary of Findings Neither ComScore (SCOR) nor Nielsen N.V. (NLSN) has hit on […]

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Ellie Mae Idea Proposal (ELLI, BKFS)

Ellie Mae Idea Proposal (ELLI, BKFS)

Is Black Knight’s new loan origination software a threat to Ellie Mae? Report Available:June 8, 2017   Blueshift’s initial research found ELLI’s mortgage management software growing rapidly among small and mid-size loan originators. ELLI has had little direct competition to date but now faces a big test as BKFS, a leader in loan servicing software, […]

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Whirlpool to Continue to Grow in 2017 But Faces Big Headwinds (WHR)

Research Question: Will Whirlpool maintain its growth in 2017 given the highly competitive and promotional appliance marketplace? Companies: AMZN, BBY, HD, HKG:1169, JCP, KRX:003555, KRX:005930/005935, LOW, SHE:000333, SHLD, STO:ELUX-A, WHR Click here to download report (.pdf) By: David Franklin   Summary of Findings Whirlpool Corp.’s (WHR) sales momentum is secure for the rest of 2017, during […]

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Nursing Staffing Idea Proposal (AMN, CCRN)

Nursing Staffing Idea Proposal (AMN, CCRN)

Has the nursing shortage peaked? How will the leading providers of temporary nurses be affected by the current nursing staffing cycle?   Report Available:June 14, 2017   Blueshift’s initial research found that the existence of a nurse shortage and its future is a frequently discussed, debated and studied issue. U.S. government agencies have researched the situation […]

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Demand Up for Fraccing, Well Services and Frac Pumps

Research Question: Are second-quarter market conditions for oilfield services better or worsethan or the same as in the first quarter? Companies: BAS, FTI, GDI, HAL, KEG, LON:WEIR, RES, SLB Click here to download report (.pdf)   Highlights Although oil pricing per barrel continues to fluctuate, demand for fraccing and well service work has risen in the […]

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Tech Trends Alert: Palo Alto Networks Slashes Traps Pricing, Boosts Sales Rep Salary (PANW)

Companies:PANW By: John Harrington Click here to download report (.pdf)   Summary Palo Alto Networks Inc. (PANW) cuts prices some 40% in order to boost Traps sales. The company is also offering hefty salaries to lure new sales talent. Management blames “execution issues” for slowing growth. Customers have balked at Palo Alto’s high prices. Endpoint […]

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iRobot Idea Proposal (IRBT)

iRobot Idea Proposal (IRBT)

Will iRobot’s successful run continue? Report Available: June 7, 2017   Blueshift’s initial research showed IRBT on a tear with a great first quarter in the U.S. and internationally. The company believes it is on the verge of explosive growth, pointing to the success of its Roomba vacuum cleaner, the introduction of its Braava wet […]

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Tech Trends: New Projects Are Slowing Now That Many Fiber Nets Are Already Built (DY)

Research Questions: Has the prolonged buildout of the fiber optic network infrastructure reached a slowdown point? Companies: ALU, CIEN, CSCO, CTL, DY, GLW, JNPR, LVLT, T, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Considerable buzz surrounds the building of large fiber optic networks needed to support the rollout of 5G […]

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