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Industrial  // Browsing posts in Industrial

ADT Whisper

ADT Whisper

Research Question: Will cable/telecom home security offerings materially affect ADT’s customer growth and/or attrition rate in the next six months? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC), DirecTV (DTV) Report Available: January 16, 2015   Blueshift’s initial research shows ADT reaching most of its financial […]

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Competition, Market Conditions and Industry Budget Cuts Challenging Core Labs

Research Question: Will Core Labs lose market share and see reduced margins in its Reservoir Description segment due to competitive forces? Companies: BHI, CLB, HAL, SLB, WFT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Core Laboratories NV’s (CLB) market share and margins are being affected by a variety of forces, […]

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ADT Retains Top Spot But Cable/Telecom Gaining Trust

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, CMCSA, HON, T, TWC, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Blueshift Research’s survey of 120 U.S. consumers found that ADT Corp.’s (ADT) role as the most popular […]

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ADT Whisper

ADT Whisper

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Stanley Black & Decker (SWK), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC) Report Available: October 13, 2014   Blueshift’s initial research shows the mid to […]

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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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