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December, 2017  // Posts published in December, 2017

Big Freight Forwarders Will Blunt Web Threat by Adding Digital Tools (EXPD, KNIN, PWTN)

Research Question: Can traditional freight forwarders like Expeditors International ward off competition from web-based startups? Companies: AMZN, BABA, CPH:DSV, CPH:MAERSK-B, ETR:DPW, EXPD, FDX, GE, GOOG/GOOGL, IBM, SHE:002352, SWX:PWTN, UPS, VTX:KNIN By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The freight forwarding industry is ripe for disruption as demand is growing […]

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Frac Sand Still Has Room to Run in 2018 Even If Not at Boom Levels (CRR, FMSA, HCLP, SLCA)

Research Question: Has demand for frac sand topped out, or does the market have room to run in 2018? Companies: CRR, EMES, EOG, FMSA, HAL, HCLP, SLB, SLCA, SND, WFT   By: David Franklin Click here to download report (.pdf)   Summary of Findings The frac sand industry has fully recovered and still has room […]

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Tech Trends: VAR Wars: Ingram Micro Disrupts Data Security Market Via Cloud Partnerships (PANW)

Research Question: Will Ingram Micro’s moves to become a full-service cloud support and IT security super-VAR add more disruption to the data security marketplace and directly affect Palo Alto Networks? Companies: AMZN, CDW, CHKP, FTNT, JNPR, MSFT, PANW, PFPT, PSDO, SHA:600515   By: John Harrington Click here to download report (.pdf)   Key Findings “VAR wars […]

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Report Update: FivePoint Holdings’ Newhall Ranch Escapes Rye Fire; Development Still on Track (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: FPH, LEN By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings FivePoint Holdings LLC’s (FPH) Newhall Ranch development escaped the Rye Fire in Santa Clarita relatively unscathed, according to two local officials and […]

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Hugo Boss’ Rebranding and Focus on Men’s Casual Wear in Europe Will Succeed (ETR:BOSS)

Research Question: Will Hugo Boss’ rebranding efforts and focus on growing its casual wear line lead to improved sales in Europe? Companies: BME:ITX, EPA:CDI, ETR:BOSS, FRA:AAH, GOOS, LON:ABF, LON:TED, PVH, RL, STO:HM-B By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Hugo Boss AG’s (ETR:BOSS) focus on rebranding and emphasizing its […]

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NCS Multistage Will Gain Limited U.S. Share Until Positive Cost Data Exists and Oil Pricing Rises (NCSM)

Research Question: Will NCS Multistage Holdings’ sliding sleeve fraccing method gain share in the United States? Companies: BHGE, HAL, NCSM, SLB By: David Franklin Click here to download report (.pdf)   Summary of Findings S. market share gains will be limited for NCS Multistage Holdings Inc.’s (NCSM) Multistage Unlimited fracturing system until positive cost and efficacy […]

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Tech Trends: Living Data, GPUs, AI and Fast Clouds Are Disrupting the Data Storage Industry (MDB, NVDA)

Research Question: What new technologies are disrupting the data storage market, and which companies stand to gain or lose? Companies: AMD, AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, INTC, MDB, MLNX, MSFT, MU, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf)   Key Findings Old stored data is useless if not […]

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Wearables Market Still Percolating But Fitbit’s Ionic Not Resonating (FIT)

Research Question: Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Companies: AAPL, ASX:CAT, FIT, FOSL, GOOG/GOOGL, GRMN, KORS, KRX:005930/005935 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Demand for basic wearables such as activity trackers should remain strong this holiday season, […]

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Zillow’s 2018 Growth Potential Is Strong; CFPB Battle Bears Watching (Z/ZG)

Research Question: Are there any headwinds that will slow Zillow’s growth in 2018? Companies: AMZN, CLGX, FB, GOOG/GOOGL, NWS/NWSA, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) 2018 growth trajectory will not be slowed by any current or potential headwinds, according to eight of […]

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