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September, 2020  // Posts published in September, 2020

Global Payments Inc. Idea Proposal (GPN)

Global Payments Inc. Idea Proposal (GPN)

Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Report Available: October 15, 2020   Blueshift’s initial research found the COVID-19 pandemic challenging the payments industry’s growth trend. The economic slowdown brought on by COVID-19 stay-at-home orders and related reductions or closures of some businesses and industries led to […]

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Sep 24 2020 Industrial, Transportation

Intermodal Taking Share From Trucks But No Structural Shift Yet (BRK.A/B, CSX, KSU, NSC, UNP)

Research Question: Will better rail service translate into more freight moving by rail? Companies: BRK.A/B, CSX, KSU, NSC, UNP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Intermodal is currently taking share from trucking, according to seven of 12 sources representing logistics companies, shippers, rail companies, trucking companies, and […]

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Tech Trends: Menus of Fast Data Services Replacing DIY IT Network Upgrades

Research Question: As the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer? Companies: AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AU By: John Harrington Click here to download report (.pdf)   Key Findings A […]

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Axogen Idea Proposal (AXGN)

Axogen Idea Proposal (AXGN)

Is the stronger-than-expected Q2 demand Axogen experienced for its nerve regeneration products sustainable? Report Available: October 8, 2020   Blueshift’s initial research found AXGN, the leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, experiencing a strong rebound in growth following the late Q1 and early Q2 2020 sales declines […]

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Updates from Oil Patch: Parsley Energy Operating Effectively in Low Cost Environment (PE)

Research Question: What are the positive and negative elements associated with Parsley Energy’s operations? Highlights According to an industry specialist, Parsley Energy Inc. (PE) is an efficient E&P company that has made shrewd management and field level decisions during the current industry downturn, allowing the company to operate within cash flow. Some of these decisions include […]

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New Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales (DT, NEWR)

Research Question: How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLK By: David Franklin Click here to download report (.pdf)   Summary of Findings New Relic Inc.’s (NEWR) new product, New Relic One, and […]

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Insulin Pump Market Will Experience Solid Growth Over Next 18 to 24 Months (DXCM, MDT, PODD, TNDM)

Research Question: As the continuous glucose monitoring market continues to innovate, integrate, and grow, are insulin pump makers Tandem, Insulet, and Medtronic poised to follow? Companies: ABT, DXCM, MDT, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings The continuous glucose monitoring (CGM) and insulin pump markets are […]

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Rail Idea Proposal (CSX, KSU, NSC, UNP)

Rail Idea Proposal (CSX, KSU, NSC, UNP)

Will better rail service translate into more freight moving by rail? Report Available: September 24, 2020   Blueshift’s initial research found the rail industry is working to take share back from trucking, using Precision Scheduled Railroading to improve speed, on-time performance, and service to entice shippers to increase their use of rail. But not everyone […]

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