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November, 2013  // Posts published in November, 2013

Nov 25 2013 Services, Travel & Leisure

Booking.com Holds OTA Lead Among Europe’s Chain and Independent Hotels

Research Question: What are OTA booking trends at hotels in the United Kingdom, France and Germany? Companies: EXPE, GOOG, OWW, PCLN, TRIP, YHOO By: Reverdy Johnson & Chris Jenks Click here to download the report (.pdf)   Summary of Findings Use of online travel agencies, or OTAs, continues to grow throughout Europe. 68% of our chain and independent […]

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Invisalign’s Growth Sustainable, Competition Weak

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies: ALGN, DHR, MMM By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All 29 orthodontist and dentist sources predict strong growth for clear braces, which are undisputedly led by Align Technology Inc.’s (ALGN) Invisalign. U.S. sources project Invisalign to lead steady growth in clear […]

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Employers Eyeing Private Insurance Exchanges for Cost Predictability

Research Question: Does shifting to a private exchange offer a compelling value proposition for self-insured companies as they seek to control health insurance costs? Companies: AET, CI, CVG, HUM, MMC, TW, UNH, WAG, WLP, XRX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Private health insurance exchanges, self-funded health insurance, and defined […]

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Pandora Positioned to Slowly Capture Local Ad Dollars

Research Question: Is Pandora about to see a spike in local advertising revenue, or will it be a slow climb? Companies: AAPL, CBS, CCMO, CMLS, ETM, GOOG, P, SIRI, TWX, TYO:6758/SNE By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) is in great position to steal local ad dollars […]

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Nov 07 2013 Industrial, Transportation

HOS Rules One of Many Parts Behind Move Toward Rail Shipping

Research Question: Will new federal trucking rules cause a shift in freight traffic toward rail at the expense of truckers? Companies: CSX, HUBG, FDX, JBHT, KSU, NSC, PACR, RRTS, SWFT, UNP, UPS By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight traffic is shifting from truck to rail because of new regulations […]

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