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Industrial  // Browsing posts in Industrial

Johnson Controls Keeping Pace As Commercial HVAC Demand Builds (JCI)

Research Question: What is the current state of demand for applied commercial HVAC? Will Johnson Controls keep pace with its competitors in this sector? Companies: ABM, CBG, EME, HON, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYO:6367, TYO:6501, TYO:6502, TYO:6503, TYO:6702, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings […]

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Applied Commercial HVAC Idea Proposal (JCI)

Applied Commercial HVAC Idea Proposal (JCI)

Will Johnson Controls keep pace with its competitors in the applied commercial HVAC space? Report Available:March 15, 2017   Blueshift’s initial research showed JCI disappointing with low organic growth in its recent earnings, falling behind its competitors in the applied commercial HVAC space. But JCI operates in different geographies, contracts with the federal government, and […]

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Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics’ snowplow sales meet expectations this winter? Report Available: February 23, 2017   Blueshift’s initial research found high expectations for PLOW sales in the back half of winter. Snowfall totals have vastly exceeded averages in some areas of the country but lagged in others. An uptick in pickup truck sales could bode well […]

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Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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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 […]

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Bidding Activity in Applied Commercial HVAC Remains Strong (JCI)

Research Question: How is applied commercial HVAC shaping up in the second half of the year? Companies: ABM, CBG, EME, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In an update to Blueshift Research’s 5 applied commercial […]

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Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]

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Taser Idea Proposal (TASR)

Taser Idea Proposal (TASR)

Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Report Available: October 26, 2016   Blueshift’s initial research shows TASR continuing to dominate the body camera market, achieving significant contract wins in Q2 and Q3. However, the Axon line of body cameras has a lower profit margin that […]

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Applied Commercial HVAC Still Growing, JCI Not Taking Share

Research Question: Is the applied commercial HVAC cycle reaching its peak? Is Johnson Controls taking share from its competitors? Companies: ABM, CBG, IR, JCI, JLL, KRX:003550/003553, KRX:005930/005935, LII, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The applied commercial HVAC cycle has not reached […]

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