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Automotive  // Browsing posts in Automotive

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 […]

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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 […]

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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 […]

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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 […]

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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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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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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 […]

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Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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Nov 02 2016 Automotive, Consumer Goods

Advance Auto Parts Is Not Making Progress in the Commercial Market (AAP)

Research Question: Is Advance Auto Parts having enough success in the commercial market to reverse its declining sales and to drive its turnaround? Companies: AAP, AMZN, AZO, EBAY, GPC, IEP, ORLY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) efforts in the commercial market have […]

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Advance Auto Parts Idea Proposal (AAP)

Advance Auto Parts Idea Proposal (AAP)

Is Advance Auto Parts having enough success in the commercial market to reverse declining sales and drive its turnaround? Report Available: November 3, 2016   Blueshift’s initial research shows AAP with a string of disappointing sales results that have pushed the company further behind its peers. Competition remains fierce, including from online auto parts retailers […]

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