Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Automotive  // Browsing posts in Automotive

2018 Subprime Lending Returns Will Be Solid for Some But Challenging for Others

Research Question: Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry? Companies: ALLY, BAC, CACC, COF, CPSS, FCAU, FMCC, GM, JPM, KMX, SC, TRU, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime lenders with disciplined yet dynamic underwriting […]

Read more...

Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry?   Report Available: January 5, 2018   Blueshift’s initial research shows that Q3 household debt jumped to more than $9 trillion. Non-bank subprime auto loan delinquencies are rising at twice the rate of traditional bank loans. Credit […]

Read more...

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

Read more...

Jul 10 2017 Automotive, Consumer Goods

Goodyear’s Margin Sustainable Even As Tire Demand Continues to Lag (GT)

Research Question: Is Goodyear’s higher margin sustainable? Will tire demand continue to lag? Companies: CTB, CTTAY, GT, HEL:NRE1V, KRX:000240, KRX:002350/002355, KRX:073240, MGDDY, MNRO, SHA:600182, SHA:601058, SHA:601163, SHLD, TYO:5101, TYO:5105, TYO:5108/BRDCY, TYO:8053 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Goodyear Tire & Rubber Co. (GT) will be able to maintain […]

Read more...

Blackberry Idea Proposal (BBRY)

Blackberry Idea Proposal (BBRY)

Will Blackberry’s QNX auto software and Radar truck tracking system return the company to its glory days?   Report Available: August23, 2017   Blueshift’s initial research found BBRY struggling as handset revenues decline and it focuses on its software business. There is a lot of optimism around the chances for its QNX software to play […]

Read more...

Goodyear Tire Idea Proposal (GT)

Goodyear Tire Idea Proposal (GT)

Is Goodyear’s higher margin sustainable? Will tire demand continue to lag? Report Available:July 6, 2017   Blueshift’s initial research shows GT experiencing a decline in tire sales in both its original equipment and replacement businesses as demand for tires weakens and auto production slows. Still, GT is seeing positives from the increasing emphasis on higher-profit […]

Read more...

Apr 27 2017 Automotive, Consumer Goods

Advance Auto Parts Makes Incremental Progress, Amazon Is a Far-Off Threat (AAP)

Research Question: Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Companies: AAP, AMZN, AZO, EBAY, GM, GPC, IEP, KMX, LKQ, ORLY, TEN, WMT   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts […]

Read more...

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 […]

Read more...

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. […]

Read more...

Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics’ snowplow sales meet expectations this winter? Report Available: February 23, 2017   Blueshift’s initial research found high expectations for PLOW sales in the back half of winter. Snowfall totals have vastly exceeded averages in some areas of the country but lagged in others. An uptick in pickup truck sales could bode well […]

Read more...