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June, 2011  // Posts published in June, 2011

Jun 30 2011 Automotive, Consumer Goods

Tire Price Hikes to Decelerate, Tire Buyers Less Brand-Loyal

Research Question: What are current tire demand trends, and what are the drivers of these trends? By: Susan Jennings Kantari Companies: BIT:PC, CTB, EPA:ML, ETR:CON, GT, SEO:000240, SEO:073240, TYO:5105, TYO:5108, TYO:5110 Click here to download the report (.pdf)   Summary of Findings June sales beat expectations for one of four tire dealers, were buoyed by repair shop business […]


Study Will Have Little Effect on Intuitive Surgical’s da Vinci (ISRG)

Research Question: How will the recent Johns Hopkins study on hospitals misleading patients about the benefits of robotic surgery affect Intuitive Surgical’s da Vinci sales and revenue? By: David Franklin Companies: ISRG, MAKO Click here to download the report (.pdf)   Summary of Findings Not one of our 17 sources was aware of the Johns Hopkins study, and […]


Jun 30 2011 Semiconductors, Technology

SIMG to Benefit from MHL Technology Though Wide Adoption Questionable

Research Question: Will Mobile High-Definition Link technology be widely adopted? What effect will this have on Silicon Image? By: Reverdy Johnson Companies: AAPL, ETR:DTE, GOOG, HEL:NOK1V/NOK, INTC, MSFT, MSI, SEO:005930, SIMG, T, TPE:2498, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings MHL technology is not expected to be widely adopted in smartphones because […]


Stein Mart Better Positioned Than Ross in Rising Inventory Tide (SMRT)

Research Question: Will Ross, T.J. Maxx, Marshalls and Stein Mart be able to turn their recent inventory gains into a margin growth story by passing higher prices onto consumers? By: Susan Jennings Kantari Companies: ROST, SMRT, TGT, TJX Click here to download the report (.pdf)   Summary of Findings Only one of 10 customer and store sources had […]


Jun 23 2011 Consumer Goods, Technology

Tiny Prints to Help Shutterfly Expand Year-Round Business (SFLY)

Research Question: Will the Tiny Prints acquisition help make Shutterfly a more balanced year-round business? By: Reverdy Johnson Companies: AAPL, COST, EK, GOOG, HPQ, SFLY, STO:NOVE, TGT, VPRT, WMT Click here to download the report (.pdf)   Summary of Findings Tiny Prints adds a previously missing element to Shutterfly Inc.’s (SFLY) ability to capture and announce important events […]


Commercial Construction Flat, Funded by Nontraditional Lenders

Research Questions: Are new commercial construction projects being financed? Is the practice of “extending and pretending” still being widely used? Are commercial foreclosures increasing? By: David Franklin Companies: BAC, FNFG, JPM, MTB, SSFN, USB, WFC Click here to download the report (.pdf)   Summary of Findings Commercial construction has not increased since we last checked on the industry […]


Jun 16 2011 Services, Travel & Leisure

Cruise Industry Update Pre-Carnival Earnings (CCL, RCL)

Findings: CCL’s 2H11 revisions on June 13 encapsulate Blueshift’s March and April cruise industry report findings By: Susan Jennings Kantari Companies: CCL, RCL Click here to download the report (.pdf)   Background Blueshift’s March and April reports in on the cruise industry revealed many similarities to what Carnival announced this week regarding its 2H11 revisions.   Previous reports […]


Cracks Seen in BlackBerry’s Corporate America Business (BBRY)

Research Question: Will Research In Motion’s sales increase at various U.S. carriers? If so, when? By: Susan Jennings Kantari Companies: AAPL, EPA:ALU/ALU, GOOG, S, SEO:005930, SHE:000063, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (TSE:RIM/RIMM) BlackBerry device is not growing in the business world as corporate IT […]


DTS Inc. Hurt By Lack of Demand For Enhanced Audio In Connected Devices (DTSI)

Research Question: How successful will DTS be in entering new markets and expanding its current technology? By: Reverdy Johnson Companies: AAPL, DLB, DTSI, ETR:DTE, MMI, tyo:6758/SNE, TYO:7951, TYO:8058 Click here to download the report (.pdf)   Summary of Findings Sources do not expect DTS Inc. (DTSI) to enjoy any meaningful growth in new markets such as smartphones, tablets, […]


Thoratec Defends LVAD Lead Through Early Entry, Reputation (THOR, STJ)

Research Questions: How will the anticipated advanced trials of HeartWare’s HVAD affect Thoratec and its HeartMate II? Which company will dominate the LVAD market? By: David Franklin Companies: ABMD, ASX:HIN/HTWR, THOR Click here to download the report (.pdf)   Summary of Findings Thoratec Corp.’s (THOR) first-to-market position and solid reputation in the medical community will help it to […]