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September, 2014  // Posts published in September, 2014

September 2014 Trends Tracker

Click here to download the report (.pdf)   Introduction Welcome to Blueshift Research’s and SurveyMonkey’s third edition of Trends Tracker. This survey tracks opinions and actions on roughly 20 of what we think are the most pressing issues affecting U.S. consumers and their choices, which in turn could influence business and investment theses. We monitor trends […]


Cardtronics Reaches Limit in U.S. But International Markets Still Open

Research Question: Will the possible loss of the 7-Eleven account, declining same-store sales and decelerating sector growth spell doom for Cardtronics? Or can it offset these issues through acquisitions and organic growth? Companies: C, CATM, DBD, FISV, MA, NCR, TYO:3382, TYO:8410, V By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Given […]


SiriusXM Not Guaranteed a Dashboard Spot in Connected Cars

Research Question: Will the evolution of auto infotainment render players like SiriusXM obsolete in cars? Companies: AAPL, BBRY, CTTAY, DLPH, F, GM, GOOG/GOOGL, GRMN, HAR, IHRT, INTC, JCI, MENT, P, SIRI, T, TYO:6752, TYO:6816, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Reliable connectivity is the top issue to […]


Sep 25 2014 Financial

PVH Showing Potential for Calvin Klein Turnaround in Europe, Inconsistent in U.S.

Research Question: Can PVH’s strategies in Europe and the United States elevate consumer adoption of Calvin Klein to the level of its Tommy Hilfiger brand? Companies: M, PVH By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings PVH Corp.’s (PVH) strategy is taking shape in Europe, showing potential for a turnaround of […]


Sep 25 2014 Technology

Potential Wireless Bonanza Pits Cell Against Mobile Wi-Fi in Connected Vehicles, IoT

Research Question: How are the prospects of connecting new vehicles and mobile devices to the nation’s wireless networks affecting broadband expansion plans heading into 2015? Companies: AKAM, CIEN, CMCSA, DDAIF, ETR:NSU, F, FB, GM, GOOG/GOOGL, LVLT, MSFT, P, RKUS, S, STO:ERIC-B, T, TMUS, TWC, TWTR, TYO:7203, VZ By: John Harington Click here to download the report (.pdf) […]


Sep 24 2014 Basic Materials

Iron Ore Facing Pricing and Demand Declines While Supply Builds

Research Question: Will iron ore prices continue to fall due to a current surplus brought on by slowing Chinese demand and miners’ increased capacity and production? Companies: ASX:AGO, ASX:BCI, ASX:FMG, BHP, CLF, LIM, LOND, MT, RIO, VALE By: David Franklin Click here to download the report (.pdf)   Summary of Findings All sources expect iron ore prices […]


Sep 18 2014 Technology

Big Hacks Forcing Major Shift in IT Security Thinking, Spending

Research Question: What effect will the spate of high-profile data network breaches have on security vendors and product development in the near and long term? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, IMPV, INTC, JNPR, MSFT, PANW, QNTQY, SYMC, TYO:4704 By: John Harrington Click here to download the report (.pdf)   Highlights Security strategy, rather than the […]


Sep 17 2014 Media & Print, Services

Spot TV Given a Boost by Political Spending

Research Question: Has television advertising spending grown in the third quarter year to year? Companies: CBS, CMCSA, DIS, DISCA, GCI, NWS, SBGI, SNI, SSP, TWX, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Political spending, particularly in heated races, has been better than expected in the third quarter for the […]


Sep 16 2014 Services, Travel & Leisure

Carnival Regains Share, 2015 Wave Season Looks Strong

Research Question: What is the outlook for 2015 wave season bookings? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Cruise lines are expected to see increased bookings and regain pricing power for the 2015 wave season year to year. Carnival Corp./plc (CCL/CUK) has reclaimed […]


AmazonSupply of Little Threat to Existing MROs

Research Question: Is AmazonSupply grabbing market share from existing MRO businesses? Companies: AMZN, EBAY, FAST, GWW, HD, HDS, HKG:1688, LOW, MSM, ODP, SPLS By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings com Inc.’s (AMZN) AmazonSupply has not taken meaningful share from MROs and will not pose a short-term threat to their […]