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May, 2014  // Posts published in May, 2014

May 30 2014 Automotive, Consumer Goods

Dorman Still Running Smoothly, Has Room to Add New SKUs

Research Question: Can Dorman continue its impressive run as the landscape for the auto parts aftermarket shifts and as competition from cheaper Chinese manufacturers rises? Companies: AAP, AZO, BWA, CAAS, DORM, F, FDML, GPC, ORLY, PBY, SMP, TPE:1522, ZX Click here to download the report (.pdf)   Summary of Findings All 23 sources rated Dorman Products Inc. […]


ISRG’s da Vinci Xi and International Focus Unlikely to Spur Growth

Research Question: Will the new da Vinci Xi robot and a company focus on international growth lead to a turnaround for Intuitive Surgical? Companies: CVE:TMD, ISRG By: David Franklin Click here to download the report (.pdf)   Summary of Findings Intuitive Surgical Inc.’s (ISRG) new da Vinci Xi System and the initiative to increase international sales and surgical […]


May 27 2014 Semiconductors, Technology

Ethernet Sales Grow, InfiniBand Sales Slow for Mellanox

Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf)   Summary of Findings As in Blueshift […]


RTOS Leader QNX May Give BlackBerry a New Lease on Life

Research Question: Will BlackBerry be able to leverage its QNX technology to transform itself from a hardware company to a software company? Companies: AAPL, BBRY, CAVM, CSCO, GOOG, INTC, MSFT, RHAT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The automotive, medical and Internet of Things (IoT) fields are experiencing greater need […]


Facebook Will Thrive in Mobile Ad Space, but Will Not Dominate

Research Question: Will Facebook become the go-to platform for mobile advertisers? Companies: AAPL, CNVR, FB, GOOG, LNKD, MM, MSFT, P, TWTR By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) extensive targeting capabilities, its status as the social identity for consumers, and the sheer volume of its users will help […]


May 19 2014 Retail, Services

PVH’s Calvin Klein Slow to Turn Around, Faces Slightly Better Odds in Europe

Research Question: Will PVH’s strategy to improve its Calvin Klein jean and underwear lines result in increased customer adoption and higher brand status in the United States and Europe? Companies: BME:ITX, BRK.A, COST, DDS, FRA:BOSS, HBI, JOEZ, JWN, KORS, LVMUY, M, PERY, PVH, RL, STO:HM-B, TJX, TSE:HBC, TYO:9983, UA, URBN, VFC By: Reverdy Johnson Click here to download […]


Polaris Ably Navigating a Bumpy Road So Far in 2014

Research Question: Will Polaris Industries’ sales be adversely affected by slower spending from the agricultural sector? Companies: ACAT, AGCO, CNHI, DE, PII, TSE:DOO, TYO:6326, TYO:7012, TYO:7267, TYO:7269, TYO:7272 By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Sales of Polaris Industries Inc.’s (PII) off-road vehicles (ORVs) are well positioned to grow this year, […]


Rush to Cloud Slowing Among Large Enterprises

Research Question: Is cloud-based services adoption among large enterprises much slower than the hype suggests? Companies: AMZN, CSCO, CTXS, GOOG, HPQ, IBM, JNPR, MSFT, ORCL, SAP, SHOR, WDAY Click here to download the report (.pdf)   Highlights Large North American enterprise network owners are not overwhelmingly moving their core IT processes out of their own control to […]


May 13 2014 Services, Travel & Leisure

Travel Agents Helpful But Not Main Method for Booking Cruises

Research Question: Will cruise lines need to continue relying on discounts and decreased pricing to drive bookings for the rest of 2014? Companies: APO, CCL, DIS, HKG:0678, NCLH, RCL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Travel agents do not stand out as any more influential to cruise travelers compared […]


Game Downloads More of a Threat for GameStop Than Walmart

Research Question: Will Walmart’s used video game business cripple GameStop’s dominance in this area? Companies: AMZN, BBY, GME, GOOG, MSFT, NFLX, TGT, TYO:6758, TYO:7974, WMT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings GameStop Corp.’s (GME) core business will be threatened more by digital game downloads than by Walmart Stores Inc.’s (WMT) […]