Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

November, 2016  // Posts published in November, 2016

Nov 22 2016 Real Estate, Technology

CoStar’s Apartments.com Continues Leading Role in the Top-Tier Rental Market (CSGP)

Research Question: Is CoStar’s Apartments.com the best platform for advertising and returns for rental property managers? Companies: APPF, FB, CSGP, GOOG/GOOGL, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com is a top-performing internet listing service (ILS) and is an important part of a multifaceted […]

Read more...

GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top (GRUB)

Research Question: Will GrubHub win the online food ordering battle? Companies: AMZN, GRUB, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber Technologies Inc.’s UberEATS and in maintaining its supremacy in the online food ordering and […]

Read more...

A New Style of IT Security Is Poised to Upend Market (CHKP, PANW, FTNT, JNPR)

Research Question: How is the migration of application workloads to a web-style cloud interface affecting growth strategies for traditional firewall and intrusion detection vendors? Companies: AMZN, CHKP, CSCO, CUDA FTNT, INTC, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download report (.pdf)   Summary Privately held IT security companies that are proactive in a […]

Read more...

Intel’s Omni-Path Will Test Mellanox’s Mettle (MLNX, INTC)

Research Question: How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Companies: AVGO, CRAY, CSCO, IBM, IDTI, INTC, MLNX, MSCC, NVDA, ORCL, SMCI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings With its Omni-Path interconnect technology, Intel Corp. (INTC) has a chance to wrest substantial share from Mellanox Technologies Ltd. […]

Read more...

Dollar Tree’s Integration Progressing, But More Time Needed to Affect Family Dollar (DLTR)

Research Question: Are Dollar Tree’s integration initiatives with its Family Dollar stores creating cost savings and driving revenue growth? Companies: BRK.A/B, DG, DLTR, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings A little more than a year into the ongoing integration by Dollar Tree Inc. (DLTR), Family Dollar […]

Read more...

Bidding Activity in Applied Commercial HVAC Remains Strong (JCI)

Research Question: How is applied commercial HVAC shaping up in the second half of the year? Companies: ABM, CBG, EME, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In an update to Blueshift Research’s 5 applied commercial […]

Read more...

Nov 02 2016 Automotive, Consumer Goods

Advance Auto Parts Is Not Making Progress in the Commercial Market (AAP)

Research Question: Is Advance Auto Parts having enough success in the commercial market to reverse its declining sales and to drive its turnaround? Companies: AAP, AMZN, AZO, EBAY, GPC, IEP, ORLY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) efforts in the commercial market have […]

Read more...

Steady Growth Trend Continues for the Dental Market (XRAY)

Research Question: What are the current dental industry market conditions? Companies: ALGN, HSIC, PDCO, WEB, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings In a follow-up to Blueshift Research’s 15 report on Dentsply Sirona Inc. (XRAY), dental market conditions continue to fluctuate, but they have improved for all five […]

Read more...