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Industrial  // Browsing posts in Industrial

AmazonSupply

AmazonSupply

Research Question: Is AmazonSupply grabbing market share from existing MRO businesses? Companies Covered: Amazon.com (AMZN) W.W Grainger (GWW), Fastenal Company (FAST), MSC Industrial Direct (MSM), WESCO (WCC), Applied Industrial Technologies (AIT), Alibaba Group Report Available: Sept. 12, 2014   Blueshift’s initial research shows an increased amount of discussion regarding AmazonSupply’s foothold in the MRO industry, though traditional […]

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TrueCar Increasingly Accepted, More Geared to Low-End Dealers

Research Question: Are auto dealerships increasingly using TrueCar to drive leads and sales? Companies: ABTL, CAR, COST, GCI, TRUE, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sixteen of 23 sources said car buyers are increasingly using the Internet to research prices before making a purchase. TrueCar Inc. (TRUE) is becoming […]

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ADT Still Not Seeing Growth Despite Minimal Threat from Cable/Telco

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, CMCSA, DTV, HON, SWK, T, TWC, TYC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable and telco companies still are not a threat to ADT Corp.’s (ADT) existing customer base, according […]

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Jun 20 2014 Industrial, Transportation

Railcar Demand Continues to Grow, No Oversupply on Horizon

Research Question: Are current railcar order trends sustainable, or will a drop in demand result in an oversupply? Companies: ARII, BNI, BRK.A, CSX, GBX, GMT, NSC, RAIL, TRN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings There is no expected oversupply of tank cars for at least the next five years, according […]

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Railcar Whisper

Railcar Whisper

Research Question: Are current railcar order trends sustainable or will a drop in demand result in an oversupply? Companies Covered: American Railcar Industries (ARII), Trinity Industries (TRN), GATX Corp. (GMT), Greenbrier Industries (GBX), Berkshire Hathaway (BRK.A) Report Available: June 20, 2014   Blueshift’s initial research shows railcar orders experiencing tremendous growth over the past year, but […]

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Gun Enthusiasts Are Shooting First, Stockpiling Later

Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies: ATK, CAB, DKS, GD, OLN, RGR, SWHC, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Nine of 14 firing range personnel said customers/members are intent on shooting the ammunition they purchase and would use even more ammo if available. […]

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Ammunition Whisper

Ammunition Whisper

Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies Covered: Alliant Techsystems (ATK), Olin Corp. (OLN) Report Available: April 23, 2014   Blueshift’s initial research shows strong demand for consumer ammunition with increasingly tight inventory, though it remains unknown whether it is because of increased usage at shooting ranges or because of consumers holding […]

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U.S. Software Losing Market Share in Europe, China and Brazil; NSA Scandal an Excuse

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies: AAPL, AMZN, AOL, BBRY, CRM, CSCO, FB, GOOG, HKG:0992, IBM, INTC, JNPR, LON:BT.A, MSFT, ORCL, OTCMKTS:DTEGY, RAX, SAP SHE:002502, SYMC, TWTR, YHOO By: Susan Jennings Click here to download the report (.pdf)   Summary […]

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Gun, Ammo Sales Growth Rate Back to “Normal”

Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in industry sales or spur continued strength in 2014? Companies: ATK, OLN, RGR, SWHC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Just two of 21 sources expect 2014 sales growth in firearms and ammunition to top […]

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ADT Whisper

ADT Whisper

Research Question: Are home security/monitoring solutions from cable and telco companies causing a significant drop in ADT’s business? Companies Covered: ADT Corporation (ADT), Comcast, (CMCSA), Time Warner Cable (TWC), Verizon (VZ), Honeywell (HON) Report Available: March 13, 2014   Blueshift’s initial research shows ADT’s market position potentially being eroded as increased competition from cable and telecommunication companies starts […]

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