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Idea Proposals  // Browsing posts in Idea Proposals

Applied Commercial HVAC Idea Proposal (JCI)

Applied Commercial HVAC Idea Proposal (JCI)

Will Johnson Controls keep pace with its competitors in the applied commercial HVAC space? Report Available:March 15, 2017   Blueshift’s initial research showed JCI disappointing with low organic growth in its recent earnings, falling behind its competitors in the applied commercial HVAC space. But JCI operates in different geographies, contracts with the federal government, and […]

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FedEx Idea Proposal (FDX)

FedEx Idea Proposal (FDX)

Will FedEx’s new fulfillment service be successful enough to take market share from Fulfillment by Amazon? Report Available:March 16, 2017   Blueshift’s initial research finds FedEx aggressively entering the fast growing ecommerce fulfillment-as-a-service (FaaS) business for small and midsize companies with FedEx Fulfillment.  This new service will compete directly with its partner, Amazon, which offers […]

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Auto Lending Idea Proposal

Auto Lending Idea Proposal

Are rising delinquencies of subprime auto loans signs of a bubble set to burst or is it the new normal? Report Available:March 22, 2017   Blueshift’s initial research shows subprime auto loan delinquencies continuing to increase. According to the S&P Global Rating data, 1 in 5 borrowers in the subprime category are 60 days behind […]

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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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