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Financial  // Browsing posts in Financial

Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

What is the level of risk for financial institutions from the failure of subprime auto lenders and the rapid growth of subprime mortgages? Report Available: May 31, 2018   Blueshift’s initial research found that three small specialized subprime auto lenders recently went bankrupt or closed. Several others are at high risk of failure due to the […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow’s new house flipping business propel or derail the company’s growth? Report Available: June 7, 2018   Blueshift’s initial research found Z/ZG surprising the real estate and investment industries by announcing that it would be entering the home buying and selling/flipping business and expanding its Instant Offers program. The news potentially eliminates or at least […]

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Report Update: CoStar Group Looks Poised to Continue Growing (CSGP)

Research Question: Will CoStar’s momentum continue in 2018 after a strong fourth quarter? Companies: CSGP, GOOG/GOOGL, VZ, YELP, Z By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Two of three property management sources said CoStar Group Inc.’s com continues to deliver excellent results, and they expect the company’s recent impressive […]

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Aaron’s Progressive Leasing Continues Solid Growth Rate (AAN)

Research Question: Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Companies: AAN, AMZN, BBY, RCII, SYF, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Aaron’s Inc.’s (AAN) Progressive Leasing will continue its rapid pace of growth, according to industry specialists and store personnel at retailers […]

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Share Loss and Top Agent Departures Challenge Realogy in High-end Markets (RLGY)

Research Question: Are technology-enabled real estate brokerage competitors like Compass and Redfin taking agents and market share from Realogy? Companies: AMZN, BRK.A/B, NWSA, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Realogy Holdings Corp. (RLGY) brands, which serve luxury real estate markets, are experiencing strong competition […]

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Aaron’s Progressive Leasing Idea Proposal (AAN)

Aaron’s Progressive Leasing Idea Proposal (AAN)

Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Report Available: February 8, 2018   Blueshift’s initial research found that Progressive Leasing, AAN’s lease-to-own option for retailers, is growing significantly, outperforming AAN’s store business. Progressive is adding new accounts from national retailers like SIG and seeing retailers like CONN switch to Progressive from […]

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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 […]

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Realogy Idea Proposal (RLGY)

Realogy Idea Proposal (RLGY)

Are technology-enabled real estate brokerage competitors like Redfin and Compass taking agents and market share from Realogy? Report Available: January 24, 2018   Blueshift’s initial research shows that RLGY, the largest U.S. real estate brokerage, is under fire from upstart disruptors like RDFN and Compass who are taking advantage of the market’s increasing propensity to use […]

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Report Update: FivePoint Holdings’ Newhall Ranch Escapes Rye Fire; Development Still on Track (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: FPH, LEN By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings FivePoint Holdings LLC’s (FPH) Newhall Ranch development escaped the Rye Fire in Santa Clarita relatively unscathed, according to two local officials and […]

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Zillow’s 2018 Growth Potential Is Strong; CFPB Battle Bears Watching (Z/ZG)

Research Question: Are there any headwinds that will slow Zillow’s growth in 2018? Companies: AMZN, CLGX, FB, GOOG/GOOGL, NWS/NWSA, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) 2018 growth trajectory will not be slowed by any current or potential headwinds, according to eight of […]

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