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Idea Proposals  // Browsing posts in Idea Proposals

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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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 […]

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HomeAdvisor Idea Proposal (IAC, ANGI)

HomeAdvisor Idea Proposal (IAC, ANGI)

Are contractors getting their money’s worth from HomeAdvisor? Report Available:July 26, 2017   Blueshift’s initial research found HomeAdvisor growing rapidly with more home service professionals subscribing to its network and more consumers requesting services. HomeAdvisor is beefing up its marketing to convince consumers to use the service to find home improvement contractors. The company is […]

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Nevro Idea Proposal (NVRO)

Nevro Idea Proposal (NVRO)

Is Nevro’s Senza spinal cord stimulation system the best non-drug chronic pain solution? Report Available: July 26, 2017   Blueshift’s initial research found NVRO aggressively and successfully ramping up sales of its Senza system. The Senza system has energized the 30-year-old spinal cord stimulation industry with its innovative HF10 high frequency therapy. As the opioid […]

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Wayfair Idea Proposal (W)

Wayfair Idea Proposal (W)

Will Wayfair’s bulls or bears be proven right when it comes to the company’s revenue, customer acquisition, inventory, payment risk, and competition?   Report Available: July 13, 2017   Blueshift’s initial research found W a controversial company with strong supporters and a healthy number of detractors, too. W reported a strong Q1 marked by big […]

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Cognex Idea Proposal (CGNX)

Cognex Idea Proposal (CGNX)

Will Cognex’s claim of superior technology and software drive growth to keep it ahead of the competition? Report Available: July 7, 2017   Blueshift’s initial research found CGNX with several quarters of significant growth, introducing innovative technology, and acquiring companies with impressive intellectual property. Also, adoption and growth in factory automation, specifically machine vision, are trending […]

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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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Hotels and Online Travel Agencies Idea Proposal (EXPE, HLT, MAR, PCLN)

Hotels and Online Travel Agencies Idea Proposal (EXPE, HLT, MAR, PCLN)

Are hotels getting customers to book directly with them instead of using Online Travel Agencies? Report Available: June 28, 2017   Blueshift’s initial research found hotels trying to increase their direct bookings over having guests use online travel agencies (OTAs), which are more costly to the hotels because of the commissions they charge. It is […]

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IBM Idea Proposal (IBM)

IBM Idea Proposal (IBM)

Is IBM’s Watson a marketing gimmick or will it push the company to the forefront of the AI technology revolution? Report Available:July 12, 2017   Blueshift’s initial research found Watson a key piece of IBM’s reinvention efforts. The AI-based supercomputer is being used in a variety of fields, including medicine, retail, and finance. Watson, however, […]

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Axon Enterprise Idea Proposal (AAXN, TASR)

Axon Enterprise Idea Proposal (AAXN, TASR)

Will Axon’s free camera initiative shut down the competition and drive continued growth? Report Available:June 21, 2017   Blueshift’s initial research found newly-named Axon Enterprise giving a free body camera and one year’s worth of cloud storage to U.S. police officers in an effort to quell surging competitors and make its body cameras ubiquitous for […]

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