August, 2015 // Posts published in August, 2015
Apple Watch Idea Proposal
Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Report Available: September 23, 2015 Blueshift’s initial research shows that the recently published Apple Watch sales estimates may have tempered some fears that it would fall markedly short of expectations. AAPL, BBY, and other supporters assuredly believe that Apple Watch has been […]
Skechers Idea Proposal
Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Report Available: September 24, 2015 Blueshift’s initial research shows no end in sight for SKX’s growth spurt. The company is fine-tuning its international supply chain and marketing to fuel its grueling pace. But, despite most of its product lines […]
August 2015 Trends Tracker
Trends Tracker Companies: AAPL, ADDYY, AMZN, BBRY, CAR, CHTR, COH, CMG, CSIQ, DIS, DISH, DTV, FB, FIT, FSLR, GME, GOOG/GOOGL, HTZ, IHRT, KATE, KORS, MCD, MO, MSFT, NFLX, NKE, P, PNRA, SKX, SUNE, TSE:QSR, TWC, TWTR, TWX, TYO:6758, TYO:7936, TYO:7974, UA, VIA/VIAB, WEN, WRC Click here to download the report Summary of Findings Fitbit Inc. […]
Kuka’s High Prices Will Limit Its Collaborative Robot Appeal
Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]
PVH Idea Proposal
Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Report Available: September 25, 2015 Blueshift’s initial research shows PVH’s Calvin Klein performing better in Europe, but it remains flat in the U.S. Calvin Klein’s provocative ad campaigns are drawing attention and its shop-in-shops are boosting sales, but […]
Ambarella Will Face Competitive, Pricing Pressures in High-Volume Consumer Side
Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Companies: AMBA, AVGO, GPRO, KRX:005930, NVDA, OVTI, PAOTF, QCOM, STO:AXIS, TPE:3034, TYO:6632, TYO:6758, UTX By: Susan Jennings Click here to download the report (.pdf) Summary of Findings The main growth sector for both drones and automotive cameras is the […]
Used Car Financing Idea Proposal
Research Question: Which dealers and finance companies will suffer the most from a slowing used auto sales cycle? Report Available: September 10, 2015 Blueshift’s initial research shows several Wall Street analysts claiming subprime auto loans are approaching bubble status, while auto industry experts believe subprime loans are at safe levels. A large number of leased cars will […]
Whole Foods Struggling to Overcome Competition, Prices, Perception
Research Question: Will Whole Foods overcome its perception and reality problems related to high prices and overcharging on weighed food? Companies: COST, CVS, DLTR, KR, FDO, FWM, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT Click here to download the report (.pdf) By: Reverdy Johnson Summary of Findings Whole Foods Market Inc. (WFM) has mounting difficulties […]
New Oil Price Lows Keep Demand for Oilfield Services Under Pressure
Research Question: How has recent upstream activity been affected by oil prices being in the $40s? Companies: BAS, BHI, CXO, DVN, HAL, HCLP, HP, KEG, LPI, NBR, PE, PDS, PTEN, PXD, SLB, SLCA, RES, TSE:TCW, XEC Click here to download the report (.pdf) Highlights Fraccing Demand Stalls, Service Pricing Suffering, Material Costs Fall (HAL, HCLP, RES, […]
Exact Sciences’ Cologuard the Preferred Test for Patients Refusing Colonoscopy (EXAS)
Research Question: Will Exact Sciences’ Cologuard become physician’s screening test of choice for colon cancer? Companies: ABT, BDX, BIOC, BSX, CHEK, CPHD, DGX, EXAS, FMI, GIVN, GSK, IRWD, RHHBY By: David Franklin Click here to download the report (.pdf) Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard has high clinical value, but it is unlikely […]
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