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Idea Proposals  // Browsing posts in Idea Proposals

Frac Sand Idea Proposal (HCLP, SLCA)

Frac Sand Idea Proposal (HCLP, SLCA)

How will Frac Sand companies be impacted by oil/gas well completion activity now and through 2017?   Report Available: December 15, 2016   Blueshift’s initial research reveals that oil/gas well completion activity is increasing in some of the domestic plays. Some frac sand mining companies have experienced increased demand and even seen a trend of […]

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Tableau Idea Proposal (DATA)

Tableau Idea Proposal (DATA)

Has Tableau lost its edge in a sea of analytics competitors? Report Available: December 20, 2016   Blueshift’s initial research reveals DATA being attacked from all sides by competitors, disappointing Q3 results and 2017 guidance. With a new CEO at the helm, DATA has a new focus on enterprise capabilities, which it hopes will keep […]

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Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics sell more snowplows than a year ago? Report Available: December 7, 2016   Blueshift’s initial research shows PLOW coming off a quarterly performance that fell short of last year’s record-setting numbers despite 2015’s paltry snowfall amounts. Forecasts for generous snowfall in the coming winter give reason for optimism, as do positive trends […]

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Etsy Idea Proposal (ETSY)

Etsy Idea Proposal (ETSY)

Why aren’t more Etsy sellers signing up for its Seller Services? Report Available: December 21, 2016   Blueshift’s initial research shows ETSY with an opportunity to grow its revenue through its seller services, designed to provide sellers with simple, powerful tools to help them manage their ETSY business. But sellers have not yet embraced these […]

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QVC Group Idea Proposal (QVCA)

QVC Group Idea Proposal (QVCA)

Will QVC return to revenue growth in the fourth quarter and beyond? Report Available: December 8, 2016   Blueshift’s initial research reveals QVCA sales declining in Q3, facing some customer backlash for its shipping charges, adjusting its credit terms in the face of rising bad debts, and integrating its Zulily acquisition.   Observations After years […]

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Restoration Hardware Idea Proposal (RH)

Restoration Hardware Idea Proposal (RH)

Will Restoration Hardware’s aggressive action plan be the catalyst that reverses its yearlong decline and drives growth in Q4 and 2017?   Report Available: November 30, 2016   Blueshift’s initial research shows the difficulty RH has had over the past 12 months navigating in a competitive and challenging industry during a time of a general […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Is Apartments.com the best platform for advertising and returns for property managers?   Report Available:November 17, 2016   Blueshift’s initial research shows Apartments.com outperforming the competition and building its salesforce for continued growth. Site visits and bookings continue to increase and revenue is on the rise. Still, the company disappointed with its recent guidance leaving […]

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GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub win the online food ordering battle?   Report Available:November 16, 2016   Blueshift’s initial research shows GRUB as a leader in online food ordering and delivery, posting strong recent results after a down year. But GRUB faces challenges from numerous competitors in an increasingly crowded market where customer loyalty can be fleeting.   […]

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Dollar Tree Idea Proposal (DLTR)

Dollar Tree Idea Proposal (DLTR)

Are Dollar Tree’s integration initiatives with its Family Dollar stores gaining cost savings and driving revenue growth?   Report Available:November 10, 2016   Blueshift’s initial research shows DLTR in the middle of integrating thousands of Family Dollar (FDO) stores which the company acquired in July 2015. DLTR has indicated that the integration initiative is on […]

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Mellanox Technologies Idea Proposal (MLNX, INTC)

Mellanox Technologies Idea Proposal (MLNX, INTC)

How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Report Available: November 11, 2016   Blueshift’s initial research reveals that MLNX has had a virtual monopoly as the InfiniBand supplier to the high-performance computing (HPC) market. MLNX has also been slowly and successfully expanding high-speed switching use in cloud computing, storage, and data center applications […]

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