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January, 2012  // Posts published in January, 2012

Pegasystems Faces Hurdles Beyond the Economy (PEGA)

Research Question: How is the current state of the economy affecting deal closings at Pegasystems? By: Reverdy Johnson Companies: ACN, FRA:SAP/SAP, FRA:SOW, IBM, MSFT, ORCL, PEGA, PRGS, TIBX, TSE:OTC/OTEX Click here to download the report (.pdf)   Summary of Findings Seven of 12 sources said the economy is hampering Pegasystems Inc.’s (PEGA) ability to close deals and increase […]


Jan 26 2012 Media & Print, Technology

Innovation and New Products Improve Outlook for Rovi

Research Question: How are Rovi’s product and program launches progressing and will they provide a solid foundation for further growth? By: David Franklin Companies: AAPL, CMCSA, ROVI, SATS, TIVO Click here to download the report (.pdf)   Summary of Findings Rovi Corp. (ROVI) continues as the industry leader in quality metadata services and has improved future growth […]


Jan 26 2012 Banking, Financial

Green Dot to Benefit from Industry Growth; Regulation Looms (GDOT)

Research Question: Will Green Dot’s recent bank purchase, expanded retail footprint, and fallout from the Dodd-Frank Act be catalysts for continued growth? By:  Susan Jennings Kantari Companies:  ADP, COF, GDOT, WMT, NTSP Click here to download the report (.pdf)   Summary of Findings Ten of 12 sources expect continued growth in the prepaid card market which […]


Incentives Push EHR Adoption, Consolidation Expected

Research Questions: With electronic health record incentives underway, which companies are the leading providers to small medical practices, and how quickly will the market ramp up? By: David Franklin Companies: ADP, ATHN, BX, CERN, CSC, DGX, EMIS.L, EPA:CGM, EPOC, GE, IBM, LON:EMIS, LON:SGE, MCK, MDRX, QSII Click here to download the report (.pdf)   Summary of Findings Competition […]


Jan 12 2012 Food & Beverage, Retail

SodaStream’s Retail Expansion Continues But Red Flags Persist (SODA)

Research Question: How is SodaStream progressing with its U.S. retail expansion, and how were its holiday equipment and consumable sales? By: Ryan Duck Companies: AMZN, BBBY, BBY, COST, COT, JCP, KFT, KO, KSS, PEP, SHLD, SODA, SPLS, WMT Click here to download the report (.pdf)   Summary of Findings Heavy discounting, limited flavor selections, a lack of new […]


App Developers Cautiously Optimistic about Microsoft’s Windows 8 (MSFT)

Research Question: Will Windows 8 have a significant effect on the mobile device market and, if so, how quickly? By: David Franklin Companies: AAPL, AMD, BIT:NOK1V/NOK, ETR:DTE, GOOG, INTC, LON:ARM/ARMH, MNI, MSFT, T, TPE:2353, TPE:2357, TPE:2498, TSE:RIM/RIMM, TYO:6502, VZ Click here to download the report (.pdf)   Summary of Findings Six of nine app developers are optimistic about […]


Price Hikes, Patent Expiration Major Concerns for Green Mountain (GMCR)

Research Question: How are sales for Green Mountain’s products, and is its current market share sustainable? By: Reverdy Johnson Companies: DNKN, GMCR, HAIN, JAH, KFT, LCUT, NC, NESN:VX, SBUX, THS Click here to download the report (.pdf)   Summary of Findings Aside from store personnel, sources were more guarded in their tone and outlook on Green Mountain Coffee […]


Jan 10 2012 Retail

Chinese Retail Manufacturers Sales and Wages Up; Bank Deposit Ratios At Risk

Research Question: What are retail clothing manufacturing trends in China, with an emphasis on materials and wages? By: Reverdy Johnson and Susan Jennings-Kantari Companies: ADS:DE/AG, BRK.A, DIS, EXPR, HMB:SS, ICON, JCP, JNY, KSS, LTD, LON:NXT, M, RL SHLD, TGT, TJX, TYO:8136, URBN, VFC, WMT, ZUMZ Click here to download the report (.pdf)   Summary of Findings Wages increased as […]


Under Armour Inventory Adequate, Discounts Rare (UA)

Research Question: Is Under Armour’s inventory building, and is the company discounting more than usual to move inventory? By: David Franklin Companies: ADS:DE/AG, NKE, UA Click here to download the report (.pdf)   Summary of Findings Under Armour Inc.’s (UA) inventory is not building at the outlet or retail store level. Discounting of UA apparel at the […]