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Industrial  // Browsing posts in Industrial

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 […]

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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. […]

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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, […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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Kuka Whisper

Kuka Whisper

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Report Available: August 27, 2015   Blueshift’s initial research shows lofty growth forecasts for the industrial robot industry as robots become smarter, smaller and less expensive. Kuka’s LBR iiwa robot is among the newer generation of collaborative robots that are safe and nimble enough to collaborate with […]

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Jun 18 2015 Industrial, Transportation

New Regulations Cushion Railcar Builders From Oversupply

Research Question: Are low energy prices causing an oversupply in the railcar market, or will new safety regulations increase railcar orders? Companies: ARII, CSX, GBX, GMT, NSC, RAIL, TRN, WAB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Low energy prices and new safety regulations for tank cars hauling […]

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