Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Industrial  // Browsing posts in Industrial

HVAC Idea Proposal

HVAC Idea Proposal

Research Question: Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Report Available: Feb. 26, 2016   Blueshift’s initial research shows a strong HVAC market because of major new home builds in the early 2000s coupled with an average 10- to 15-year HVAC replacement cycle. New technologies like variable refrigerant flow and increasing energy efficiency standards could […]

Read more...

Trucking Industry Idea Proposal

Trucking Industry Idea Proposal

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the bigger players in the space? Report Available: March 2, 2016   Blueshift’s initial research finds 2016 off to a tough start for the trucking industry. Freight volumes slowed in the fall of 2015 and that […]

Read more...

Dycom Industries Idea Proposal

Dycom Industries Idea Proposal

Research Question: How large will the telecom infrastructure build out be for Dycom Industries and how long will it last? Report Available: Feb. 17, 2016   Blueshift’s initial research shows several catalysts likely to cause continued growth for DY: T’s gigabit fiber expansion, the FCC’s Connect America Fund (CAF-II) funding for rural broadband deployment, and GOOG Fiber’s […]

Read more...

Taser Idea Proposal

Taser Idea Proposal

Research Question: Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Report Available: February 4, 2016   Blueshift’s initial research shows TASR continuing to grow its body camera business at a rapid pace, scoring more orders of late, including from very large metro areas. […]

Read more...

Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

Read more...

Nov 11 2015 Industrial, Machinery

Used Inventory Glut Hurts New Equipment Sales for Deere and Entire Ag Category

Research Question: Will the glut of used equipment on Deere dealer lots hinder sales of the company’s new equipment now and into 2016? Companies: AGCO, CAT, CNHI, DE, NSE:M&M/BOM:500520, TITN, TYO:6326 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Current and 2016 sales of new and used large agricultural equipment […]

Read more...

Body Camera Adoption Continues to Build, Taser Is a Trusted Brand

Research Question: Has Taser’s body camera market share increased or decreased since early summer, and what are the current body camera trends at law enforcement agencies? Companies: AMZN, DGLY, MSFT, MSI, TASR, TYO:6752, TYO:6758 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings In this report update of nine repeat sources, […]

Read more...

Deere & Co. Idea Proposal

Deere & Co. Idea Proposal

Research Question: Will the glut of used Deere equipment on dealer lots hamper sales of new Deere equipment now and into 2016? Report Available: Nov. 11, 2015   Blueshift’s initial research shows that an oversupply of ag commodities and lackluster global ag demand have led to lower ag equipment sales at DE, and dealers have been […]

Read more...

Scotts Miracle-Gro Idea Proposal (SMG)

Scotts Miracle-Gro Idea Proposal (SMG)

Research Question: Will Scotts Miracle-Gro’s entry into the hydroponics/marijuana market spur the company into high-growth mode?   Report Available: Oct. 23, 2015   Blueshift’s initial research shows SMG expanding into the hydroponics market, a sector likely to experience double-digit growth for years to come. However, hydroponics’ user base, many of whom grow marijuana, shudder at […]

Read more...

Kuka’s High Prices Will Limit Its Collaborative Robot Appeal

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick   Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]

Read more...