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Industrial  // Browsing posts in Industrial

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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TASR Brand Trusted but Body Cam Cloud Revenues Could Disappoint

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Companies: DGLY, GOOG, KOPN, TASR, TYO:6752 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Taser International Inc. (TASR) will be one of many beneficiaries of growth in the use […]

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Taser Whisper

Taser Whisper

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Report Available: June 12, 2015   Blueshift’s initial research shows high momentum behind law enforcement agencies’ interest in adopting body cams, but the purchases may be delayed or not occur at all due to high costs, lack of departmental […]

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Railcar Whisper

Railcar Whisper

Research Question: Are low energy prices causing an oversupply in the railcar market or will new safety regulations increase railcar orders? Report Available: June 17, 2015   Blueshift’s initial research shows railcar manufacturers continue to score large orders, although most deals have originated from non-energy related buyers. Tank car orders have slowed as a result of low energy […]

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Major Iron Ore Miners Will Blow Minor Players Away; Explosives Demand Stable

Research Question: Will there be an even bigger decline in the explosives industry given the drop-off in mining associated with iron ore and coal? Companies: AAUKY, ASX:BCI, ASX:BHP, ASX:FMG, ASX: MAH, ASX:MGX, ASX:ORI, ASX:RIO, BOM:526371/NMDC, BVMF:VALE5, CLF, HKG:0267, JSE:KIO, LON:FXPO, X By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Iron ore production […]

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ADT Still Holding Off Others, DIY Looms As Next Threat

Research Question: Can ADT hang on to its share of the home security market as competition from cable/telecom companies and DIY products persists? Companies: AAPL, ADT, CKP, CMCSA, FTR, GOOG/GOOGL, HON, SWK, T, TWC, TYC, VZ Click here to download the report (.pdf)   Summary of Findings Ten of 16 sources reported rising overall demand for home […]

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