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Idea Proposals  // Browsing posts in Idea Proposals

Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Report Available: January 18, 2018   Blueshift’s initial research found NFLX thriving with millions of new subscribers, but numerous competitive threats looming. NFLX is raising prices for its standard and premium packages. DIS’s purchase of FOXA gives the company the […]

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Realogy Idea Proposal (RLGY)

Realogy Idea Proposal (RLGY)

Are technology-enabled real estate brokerage competitors like Redfin and Compass taking agents and market share from Realogy? Report Available: January 24, 2018   Blueshift’s initial research shows that RLGY, the largest U.S. real estate brokerage, is under fire from upstart disruptors like RDFN and Compass who are taking advantage of the market’s increasing propensity to use […]

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Cruise Lines Idea Proposal (CCL, RCL)

Cruise Lines Idea Proposal (CCL, RCL)

Will bookings growth for wave season 2018 continue to be ahead of last year’s pace? Report Available: January 10, 2018   Blueshift’s initial research shows solid revenue and bookings for major cruise lines in Q3, especially considering the devastation from the hurricanes in the Caribbean this fall. Coupled with expected growth in Q4 and bookings for […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry?   Report Available: January 5, 2018   Blueshift’s initial research shows that Q3 household debt jumped to more than $9 trillion. Non-bank subprime auto loan delinquencies are rising at twice the rate of traditional bank loans. Credit […]

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Frac Sand Idea Proposal (CRR, FMSA, HCLP, SLCA)

Frac Sand Idea Proposal (CRR, FMSA, HCLP, SLCA)

Has the frac sand boom topped out or is there still room to run in 2018?   Report Available: December 20, 2017   Blueshift’s ongoing research of the oil and gas industry finds the volatile frac sand industry experiencing a strong 2017. Driven by increasing oil prices and the use of mega-fracs which require significantly more […]

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Hugo Boss Idea Proposal (BOSS)

Hugo Boss Idea Proposal (BOSS)

Will Hugo Boss’ rebranding efforts and focus on growing its casualwear line lead to improved sales in Europe?   Report Available: December 14, 2017   Blueshift’s initial research shows Hugo Boss simplifying its brand away from its traditional color labels and into two distinct bands, HUGO and BOSS. Amid this shift, there is also an increased […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Are there any headwinds that will slow Zillow’s growth in 2018?   Report Available: December 6, 2017   Blueshift’s ongoing research on Z finds the company continuing to grow its lucrative premier agent advertising program which now accounts for 78% of its revenue. Home buyers and sellers continue to visit Z-branded sites and reinforce their dominance […]

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Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Will the emergence of web-based freight forwarders threaten the volume and margins of incumbents like Expeditors International?   Report Available: December 21, 2017   Blueshift’s initial research found a fragmented freight forwarding industry reliant on old-school methods for connecting shippers and with ocean, air and ground carriers at ports around the world. Numerous start-ups are trying […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share?   Report Available: December 7, 2017   Blueshift’s initial research found FIT losing ground as its device shipments are declining. It is estimated that by years end, FIT will have fallen to third place in the wearables market with […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will demand for Cologuard tests continue to surge and drive growth for Exact Sciences?   Report Available: December 7, 2017   Blueshift’s ongoing research shows the use of EXAS’ Cologuard test for colorectal cancer screening continuing to gain traction with patients and physicians. Cologuard is picking up endorsements from the medical community and contracts with insurers, […]

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