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June, 2017  // Posts published in June, 2017

Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Has tighter underwriting isolated the subprime lending problems to 2015 vintages? Are 2017 risk-adjusted returns looking attractive? Report Available:July 20, 2017   Blueshift’s initial research shows the subprime lending industry and auto dealers signaling the end of the subprime lending bubble. Recent loan default metrics have declined for mortgages and auto loans. In addition, the […]

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HomeAdvisor Idea Proposal (IAC, ANGI)

HomeAdvisor Idea Proposal (IAC, ANGI)

Are contractors getting their money’s worth from HomeAdvisor? Report Available:July 26, 2017   Blueshift’s initial research found HomeAdvisor growing rapidly with more home service professionals subscribing to its network and more consumers requesting services. HomeAdvisor is beefing up its marketing to convince consumers to use the service to find home improvement contractors. The company is […]

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OTAs Lower Commissions for Big Hotel Chains, Survive Their Direct Bookings Push (EXPE, PCLN, MAR)

Research Question: Are hotels getting customers to book directly with them instead of using online travel agencies? Companies: CHH, EPA:AC, EXPE, GOOG/GOOGL, H, HKG:0017, HLT, IHG, MAR, PCLN, TRIP, TRVG, WYN By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Despite increasing direct bookings through their efforts to build this channel, […]

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Axon’s Body-Worn Camera Deal Will Drive Continuing Growth (AAXN)

Research Question: Will Axon’s camera deal shut down the competition and result in continuing growth? Companies: AAXN, AMZN, DGLY, DVMT, EPA:SAF, GOOG/GOOGL, HPE, LLL, MSFT, MSI, NTAP, TYO:6701, TYO:6752, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Axon Enterprise Inc.’s (AAXN) one-year-free offer of a body-worn camera (BWC) and […]

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Data Center REITs Are Playing Musical Chairs in a Bubble World

Research Questions: Outside of the mega clouds, do enough opportunities exist for CDN, network interconnects, contra-clouds and other uses to meet public data center REIT operators’ growth expectations? Companies: AMZN, CONE, DFT, DLR, EQIX, FB, GOOG/GOOGL, MSFT, ORCL, QTS, TWTR By: John Harrington Click here to download report (.pdf)   Summary Data center operators have plenty […]

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Nevro Idea Proposal (NVRO)

Nevro Idea Proposal (NVRO)

Is Nevro’s Senza spinal cord stimulation system the best non-drug chronic pain solution? Report Available: July 26, 2017   Blueshift’s initial research found NVRO aggressively and successfully ramping up sales of its Senza system. The Senza system has energized the 30-year-old spinal cord stimulation industry with its innovative HF10 high frequency therapy. As the opioid […]

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Wayfair Idea Proposal (W)

Wayfair Idea Proposal (W)

Will Wayfair’s bulls or bears be proven right when it comes to the company’s revenue, customer acquisition, inventory, payment risk, and competition?   Report Available: July 13, 2017   Blueshift’s initial research found W a controversial company with strong supporters and a healthy number of detractors, too. W reported a strong Q1 marked by big […]

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Healthcare Reform Uncertainty, Hospital Innovation Slow Demand For Temp/Travel Nurses (AMN, CCRN)

Research Question: Has the nursing shortage peaked? How will the leading providers of temporary nurses be affected by the current nursing staffing cycle? Companies: AMN, CCRN By: David Franklin Click here to download report (.pdf)   Summary of Findings The nursing shortage has not yet peaked, according to 12 of 18 sources who said the […]

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Cognex Idea Proposal (CGNX)

Cognex Idea Proposal (CGNX)

Will Cognex’s claim of superior technology and software drive growth to keep it ahead of the competition? Report Available: July 7, 2017   Blueshift’s initial research found CGNX with several quarters of significant growth, introducing innovative technology, and acquiring companies with impressive intellectual property. Also, adoption and growth in factory automation, specifically machine vision, are trending […]

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Ellie Mae Looks Ready to Face Down Challenges (ELLI)

Research Question: Is Ellie Mae vulnerable if a strong competitor emerges for small and midsize lenders? Companies: ACN, ASPS, BAC, BKFS, CNDT, ELLI, FISV, FMCC, FNMA, JPM, NSE:WIPRO, TSX:DH By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ellie Mae Inc. (ELLI) is on solid footing as customers are generally happy […]

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