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Transportation  // Browsing posts in Transportation

Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics’ snowplow sales meet expectations this winter? Report Available: February 23, 2017   Blueshift’s initial research found high expectations for PLOW sales in the back half of winter. Snowfall totals have vastly exceeded averages in some areas of the country but lagged in others. An uptick in pickup truck sales could bode well […]

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Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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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 […]

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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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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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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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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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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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