Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Financial  // Browsing posts in Financial

WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]

Read more...

Oct 05 2017 Banking, Financial, Technology

Q2 Holdings’ Upmarket Initiative Gains Traction Amid Growing Digital Demand (QTWO)

Research Question: Will Q2 Holdings’ new products and recent product enhancements be the catalyst that ensures its upmarket success? Companies: ACIW, BOM:538835, EPAY, FDC, FIS, FISV, JKHY, NCR, QTWO, TBBK By: David Franklin Click here to download report (.pdf)   Summary of Findings Q2 Holdings Inc. (QTWO) is experiencing growth in its core Tier 2–3 […]

Read more...

FivePoint Holdings Idea Proposal (FPH)

FivePoint Holdings Idea Proposal (FPH)

Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones?   Report Available: November 8, 2017   Blueshift’s initial research showed FPH with three major mixed-use development projects in various states of progress all receiving good news with regard to approvals lining the way closer to project completion. While […]

Read more...

Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]

Read more...

Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]

Read more...

PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations or are there threats on the horizon that will slow its growth?   Report Available: September 7, 2017   Blueshift’s initial research found PYPL continuing its impressive rate of growth in revenue, platform volume, and new […]

Read more...

Q2 Holdings Idea Proposal (QTWO)

Q2 Holdings Idea Proposal (QTWO)

Will Q2’s new products and recent product enhancements be the catalyst that ensures its upmarket success? Report Available: September 15, 2017   Blueshift’s initial research shows QTWO’s cloud-based banking service continuing to grow at a rapid pace during the first half of 2017, including impressive new business in the Tier 2 and 3 markets. The […]

Read more...

Subprime Lenders Self-Correct, Reduce Risk; 2017 Returns Pressured But Stable

Research Question: Has tighter underwriting isolated the subprime lending problems to 2015 vintages? Are 2017 risk-adjusted returns attractive? Companies: ALLY, BOFI, CACC, COF, CPSS, FNMA, GM, IMH, JPM, NICK, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime problems extend beyond just the 2015 “vintage” loans. Late 2014 […]

Read more...

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 […]

Read more...

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 […]

Read more...