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May, 2018  // Posts published in May, 2018

Undisciplined Nonbank Subprime Auto Lenders Still at Risk

Research Question: What is the level of risk for financial institutions from the failure of subprime auto lenders and the rapid growth of subprime mortgages? Companies: ALLY, BAC, BMO, BX, CACC, COF, CPSS, EXPN, FCAU, GM, JPM, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Some nonbank subprime […]

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Update: Ulta Not Hurt by Reselling Allegations; Sales Still Climbing (ULTA)

Research Question: Are the makeup reselling allegations having any lasting effect on Ulta sales? Companies: AMZN, COTY, CVS, EBAY, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All seven sources interviewed for this report update […]

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Updates From The Oil Patch: Higher Oil Price Is Benefitting the Drilling Industry

Research Question: What is the status of the oil and gas drilling industry in light of $70 oil? Companies: BHGE, HAL, HP, NBR, NOV, PTEN, SLB   Click here to download report (.pdf)   Highlights Conference attendees at the IADC’s well-attended Drilling Onshore Conference and Exhibition held in Houston last week confirmed findings in Blueshift Research’s […]

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Nvidia Idea Proposal (NVDA)

Nvidia Idea Proposal (NVDA)

What are the roadblocks to Nvidia’s growth in AI-powered datacenters and self-driving cars? Report Available: June 29, 2018   Blueshift’s initial research found NVDA outperforming expectations, led by its graphics cards and chips for gaming. NVDA is also leading the push to bring artificial intelligence applications to datacenters. But the ever-changing chip industry is rife […]

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Share Shifts Away from Patterson to Henry Schein; Amazon a Potential Big Gainer (PDCO, HSIC, AMZN)

Research Question: Has share in the equipment and consumable dental supply market shifted between the three main distributors? Companies: ALGN, AMZN, DHR, HSIC, PDCO, SWX:STMN, TLV:ITMR, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Patterson Companies Inc. (PDCO) is losing some market share to Henry Schein Inc. (HSIC), regional distributors […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Will PayPal’s acquisition of iZettle give it critical momentum to boost in-store use? Report Available: June 28, 2018   Blueshift’s initial research found PYPL making a major acquisition that could increase its presence in physical stores. The company continues to make gains with is peer-to-peer payment app but faces stiff competition from a bank-backed platform. […]

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Updates from Oil Patch: Oilfield Activity, Some Equipment Orders Rising on High Oil Price

Research Question: What is the status of oilfield activity and rig componentorders in light of $68 oil? Companies: CAT, GDI, HAL, HP, NBR, NOV, PTEN, RES, SLB Click here to download report (.pdf)   Highlights Demand for fraccing and drilling services in the second quarter has increased compared with first quarter, and new orders of key […]

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Oil Patch Updates: Oilfield Activity, Some Equipment Orders Rising on High Oil Price

Research Question: What is the status of oilfield activity and rig component orders in light of $68 oil? Companies: CAT, GDI, HAL, HP, NBR, NOV, PTEN, RES, SLB Click here to download report (.pdf)   Highlights Demand for fraccing and drilling services in the second quarter has increased compared with first quarter, and new orders of […]

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Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass

Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf)   Key Findings All 16 sources agree that, […]

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Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass

Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf)   Key Findings All 16 sources agree that, […]

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