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Idea Proposals  // Browsing posts in Idea Proposals

Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

How is share in the equipment and consumable dental supply market shifting between the three main distributors? Report Available: May 23, 2018   Blueshift’s initial research found PDCO, HSIC and Benco Dental engaged in aggressive competition to maintain and grow their share in the dental supply market. At the same time, they are fending off […]

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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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ANGI Homeservices Idea Proposal (ANGI)

ANGI Homeservices Idea Proposal (ANGI)

Are service contractors increasing their spending with Angie’s List and Home Advisor?   Report Available: May 2, 2018   Blueshift’s initial research showed ANGI merging the declining Angie’s List brand with the HomeAdvisor platform. Salesforce expansion, cost savings initiatives, and monetization of web traffic are said to be ahead of plan. A key challenge to […]

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Dropbox Idea Proposal (DBX)

Dropbox Idea Proposal (DBX)

Will Dropbox be able to grow its subscription base in a competitive cloud-storage market? Report Available: May 9, 2018   Blueshift’s initial research found significant enthusiasm for DBX during its recent IPO. The file sharing and cloud storage company’s revenues have been growing and its losses narrowing. However, DBX faces a tough fight to grow […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Report Available: April 24, 2018   Blueshift’s initial research found FB embroiled in scandal around how well it protects user data and how some groups have used the platform to spread erroneous information. The controversies had not yet hit […]

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Pandora Jewelry Idea Proposal (PNDORA)

Pandora Jewelry Idea Proposal (PNDORA)

Is Shine the answer to keep Pandora Jewelry’s bubble from bursting? Report Available: April 25, 2018   Blueshift’s initial research found Pandora struggling in its mature markets. Pandora hit a few bumps in the road in 2017 as the mall environment struggled, customer demographics are changing, and the brand is feeling pressure in the U.S. and […]

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Indivior’s Sublocade Idea Proposal (INDV)

Indivior’s Sublocade Idea Proposal (INDV)

Is the launch of Indivior’s Sublocade on track? Is the treatment community ready to adopt Sublocade? Report Available: July 12, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch […]

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Johnson Controls Idea Proposal (JCI)

Johnson Controls Idea Proposal (JCI)

Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Report Available: April 11, 2018   Blueshift’s initial research showed JCI pushing forward in its merger with Tyco where the expectation is for synergies and efficiencies to begin taking hold in the form of new products that can help the company […]

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Cotiviti Holdings Idea Proposal (COTV)

Cotiviti Holdings Idea Proposal (COTV)

Can Cotiviti further penetrate and cross sell its existing clients to drive continued growth? Report Available: April 5, 2018   Blueshift’s initial research found healthcare and medical claims growth moving in a direction favorable for claims auditing expert COTV. With 20 of the top 25 health insurers on board as clients, COTV’s strong track record of […]

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Kellogg Idea Proposal (K)

Kellogg Idea Proposal (K)

Will Kellogg’s new growth strategy turn around declining sales?   Report Available: March 21, 2018   Blueshift’s initial research showed K’s distribution change to the warehouse model from direct delivery paying off as earnings beat forecast slightly and margins improved with cost savings from the new strategy, though sales dropped and still look shaky. K announced its […]

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