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March, 2017  // Posts published in March, 2017

Commercial Construction Continues to Favor Copper Over PEX

Research Question: Will PEX replace copper in new commercial construction projects? Companies: HEL:UNR1V By: David Franklin Click here to download report (.pdf)   Summary of Findings Cross-linked polyethylene (PEX) is gaining some traction in the commercial construction industry, but copper plumbing is not at risk of losing its dominant market position. PEX is approved in […]

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Premier Agents Will Drive Growth for Zillow Despite Negative Views and Concerns (Z, ZG)

Research Question: Will premier agent spending continue to drive growth for Zillow in 2017? Companies: BRK.A/B, FB, GOOG/GOOGL, NWS/NWSA, RLGY, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) growth trend will continue this year, according to 14 of 20 sources. Eleven of the 14 […]

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Mar 30 2017 Automotive, Idea Proposals

Advance Auto Parts Idea Proposal (AAP)

Advance Auto Parts Idea Proposal (AAP)

Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Report Available: April 26, 2017   Blueshift’s initial research shows AAP focused on its five-year plan to turn itself around, seeing some fruits of that effort in the fourth quarter of 2016 […]

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Whirlpool Idea Proposal (WHR)

Whirlpool Idea Proposal (WHR)

Will Whirlpool maintain its growth trend in 2017 given the highly competitive and promotional appliances marketplace? Report Available: May 17, 2017   Blueshift’s initial research of WHR and its 10 different brands across the premium, mass market, and value home appliance spectrum revealed strength in most of the brands that has driven five consecutive years […]

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comScore Idea Proposal (SCOR)

comScore Idea Proposal (SCOR)

Will comScore’s digital ad measurement business boost the company’s fortunes in 2017? Report Available:May 11, 2017   Blueshift’s initial research found SCOR scrambling to deal with internal accounting issues that have temporarily halted trading of the company’s shares. At the same time, SCOR is facing off against NLSN and others as demand grows for measuring […]

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The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]

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Rising Delinquencies the New Normal for Subprime Auto Lending

Research Question: Are rising delinquencies of subprime auto loans signs of a bubble set to burst, or are they the new normal? Companies: ALLY, CACC, COF, F, GM, JPM, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Rising delinquencies are the new normal for the subprime auto loan industry. […]

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Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Are Bank of the Ozarks and Home Bancshare taking on outsized risk in order to gain share in the NYC and south Florida multi-family and condo construction markets? Report Available: April 6, 2017   Blueshift’s initial research found OZRK and HOMB expanding through strategic acquisitions of other banks and new loans, especially in the multi-family […]

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Higher E&P Spending Benefiting Fraccers, Drillers, Steel Mills

Research Question: What effect has higher E&P capex spending had on demand and pricing for oilfield services and supplies? Companies: HAL, HP, NBR, PTEN, RES, SLB, TS, X   Click here to download report (.pdf)   Highlights E&P companies’ higher spending on services and supplies is benefiting steel mills producing tubular goods for use in the […]

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Estee Lauder Idea Proposal (EL)

Estee Lauder Idea Proposal (EL)

Can Estee Lauder successfully penetrate and compete in the specialty makeup segment? Report Available: April 13, 2017   Blueshift’s initial research shows EL adversely affected by the decline in traffic in department stores, its core distribution channel. In an effort to stay current and go where the customers are, EL is pushing into the specialty […]

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