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Financial  // Browsing posts in Financial

Zillow Group Idea Proposal

Zillow Group Idea Proposal

Research Question: Have negative realtor sentiment or competitive forces slowed down Zillow’s growth? Report Available: Feb. 5, 2016   Blueshift’s initial research shows ZG still growing in popularity both among its user base and realtors. Most realtors’ love-hate relationship with ZG has not changed, and competitive pressure from NWS’ Realtor.com has risen.   Observations ZG’s revenues […]

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Jan 21 2016 Financial

Facebook’s Ad Revenue Growth on Track Despite More Challenges

Research Question: Are advertisers beginning to slow their spending on Facebook? Companies: AAPL, FB, GOOG/GOOGL, KRX:005930, LNKD, TWTR By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) flagship website could lose some ad dollars and market share to emerging social channels like Snapchat and its own Instagram platform […]

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Subprime Auto Loan Idea Proposal

Subprime Auto Loan Idea Proposal

Research Question: Will the subprime auto loan bubble burst in 2016? Report Available: Feb. 4, 2016   Blueshift’s initial research finds speculators worrying about a subprime auto financing bubble, but government data has not yet shown rapidly increasing delinquencies, and several agencies and analysts predict a stable subprime auto loan market in 2016. Other economic indicators, […]

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Zillow’s Stronghold on Market Continues

Research Question: Are real estate agents spending more or less of their ad budgets with Zillow/Trulia, and will they partner with these syndication sites if MLS feeds are cut off? Companies: FB, NWS/NWSA, TRLA, Z By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings As in previous Blueshift Research reports, including our most […]

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Digital Realty Trust Set to Score on Network Interconnection

Research Question: How will Digital Realty Trust’s acquisition of Telx affect the network interconnection and leasing industry? Companies: AAPL, AKAM, AMZN, CONE, CORE, CRM, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, LVLT, MSFT, ORCL, T, VZ, WIN, ZAYO By: John Harrington Click here to download the report (.pdf)   Summary Digital Realty Trust Inc.’s (DLR) $1.89 billion […]

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Used Auto Financing Still in Drive, But Roadblocks Loom in 2016

Research Question: If a slowing auto sales cycle leads to higher used inventories and lower pricing, which sectors and companies will be most exposed? Companies: ALLY, CACC, CAR, COF, FIG, GM, HTZ, KAR, KMX, LAD, LEAF, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The used car […]

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Used Car Financing Idea Proposal

Used Car Financing Idea Proposal

Research Question: Which dealers and finance companies will suffer the most from a slowing used auto sales cycle? Report Available: September 10, 2015   Blueshift’s initial research shows several Wall Street analysts claiming subprime auto loans are approaching bubble status, while auto industry experts believe subprime loans are at safe levels. A large number of leased cars will […]

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More Losses Likely for Post’s Michael Foods Due to Avian Influenza

Research Question: Will Michael Foods mitigate the loss of 25% of its egg supply by renegotiating customer contracts and raising prices so profitability falls by only $20 million in fiscal 2015? Companies: CAG, CALM, KRFT, POST, MCD, SYY By: David Franklin Click here to download the report (.pdf)   Summary of Findings It is unlikely that […]

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Consumers, Consolidation Sustain Z; Realtor.com Gains Momentum, and FB Takes Some Agent Ad Dollars

Research Question: Will Zillow continue to attract realtors’ advertising dollars despite industry resentment and improvements made to Realtor.com by News Corp.? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Zillow Group Inc. (Z) will continue to attract real estate brokers’ advertising dollars because of its […]

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Jun 23 2015 Financial, Real Estate

CoStar’s Apartments.com Advances Confined to the High-End Market for Now

Research Question: Are property managers satisfied with their ROI and quality/quantity of leads from CoStar’s Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, NWS/NWSA, RP, Z By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) investment in com has led to some increases in lead quality and ROI among large […]

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