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Idea Proposals  // Browsing posts in Idea Proposals

Marriott Idea Proposal (MAR)

Marriott Idea Proposal (MAR)

Will Marriott’s acquisition of Starwood boost the hotel industry in 2017? Report Available: March 8, 2017   Blueshift’s initial research showed a mediocre 2016 in the hotel industry, though the year finished with some momentum in Q4. Expectations for 2017 call for a deceleration of growth, though the integration of Starwood and MAR will ramp […]

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Buprenorphine Idea Proposal (INDV)

Buprenorphine Idea Proposal (INDV)

How will the new long-acting buprenorphine treatment option and changing government rules affect the opioid treatment market? Report Available:March 2, 2017   Blueshift’s initial research found the opioid dependence treatment market on the verge of a major disruption. Due to the opioid addiction epidemic, government rules and regulations are allowing physicians to expand the number […]

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Signet Jewelers Idea Proposal (SIG)

Signet Jewelers Idea Proposal (SIG)

Will Signet Jewelers rebound from disappointing holiday sales with strong Valentine’s Day business? Report Available:February 27, 2017   Blueshift’s initial research shows SIG coming off a disappointing holiday that was weak across the industry. The company is hopeful for a Valentine’s Day rebound with a focus on online execution and sales of its branded collections. […]

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ICD and CRT Premature Battery Depletion Idea Proposal (MDT, STJ)

ICD and CRT Premature Battery Depletion Idea Proposal (MDT, STJ)

Are manufacturers of ICDs and CRTs at risk for major product recalls due to Premature Battery Depletion? Report Available: March 15, 2017   Blueshift’s initial research, in conjunction with Pharm3r software solutions, reveals a pattern of Premature Battery Depletion for several ICD and CRT devices that is consistent with other ICDs and CRTs that have […]

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Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics’ snowplow sales meet expectations this winter? Report Available: February 23, 2017   Blueshift’s initial research found high expectations for PLOW sales in the back half of winter. Snowfall totals have vastly exceeded averages in some areas of the country but lagged in others. An uptick in pickup truck sales could bode well […]

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RealPage Idea Proposal (RP)

RealPage Idea Proposal (RP)

Can RealPage maintain its growth and profit trend through 2017 as the multifamily market softens in some geographic areas? Report Available: February 9, 2017   Blueshift’s initial research shows a positive growth and profit trajectory for RP, a leading property management Software as a service provider. RP’s goal of $1 billion in revenue and 30% […]

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Dollar Tree Idea Proposal (DLTR, DG)

Dollar Tree Idea Proposal (DLTR, DG)

Are Dollar Tree’s integration initiatives at its Family Dollar stores producing cost savings and sales growth? Report Available: February 15, 2017   Blueshift’s initial research shows DLTR making progress with the integration of the Family Dollar (FDO) stores the company acquired in July 2015. DLTR and its customers have said the FDO stores are cleaner, […]

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Carter’s Idea Proposal (CRI)

Carter’s Idea Proposal (CRI)

Will Carter’s wholesale business withstand private label competition in 2017? Report Available: February 10, 2017   Blueshift’s initial research shows CRI’s wholesale business facing a challenge from an increased focus on private label brands in its partner stores, while also seeing demand decline at mall-based retailers. But the company is pushing its online strategy with […]

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Netgear Idea Proposal (NTGR)

Netgear Idea Proposal (NTGR)

Will Netgear’s commercial and retail business segments achieve expected 10% revenue growth in 2017? Report Available: February 2, 2017   Blueshift’s initial research found NTGR counting heavily on its retail and commercial segments to drive growth in 2017. The company introduced a new Nighthawk wireless router, an improved Arlo security camera, and unveiled the Orbi […]

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Skechers Idea Proposal (SKX)

Skechers Idea Proposal (SKX)

Will Skechers’ domestic wholesale business continue to be a drag or will new products revive the brand in 2017? Report Available: February 1, 2017   Blueshift’s initial research found SKX scuffling in the U.S. due to a challenging retail environment that included a glut of discounted, name-brand footwear in the second half of 2016. However, […]

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