Trefis: Week in Review, 7 January 2012

January 7th, 2012
in contributors

by Trefis Staff

Below is a summary of the activity on Trefis during the past week that we thought you would find interesting. Trefis is a financial community structuredtrefis-citigrouparound trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared toTrefis staff analysis and blogging opportunities for members.

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Tech, Media, Telecom

Weekly Tech Notes: Microsoft and Zynga on January 6th

It has been a very eventful week for technology companies. There have been some significant developments related to prominent tech giants like Microsoft (NASDAQ...

Microsoft Update: Windows, Xbox and Windows Phone to Guide Revenue Growth on January 6th

Microsoft ‘s (NASDAQ:MSFT) stock gyrated slightly higher the last couple of weeks. Its slated to announce its earnings for Q2 FY12...

Is AOL Turning Around or Dressing Up for a Sale? on January 6th

While CEO Tim Armstrong struggles to make AOL (NYSE:AOL) a preferred choice for advertisers, the company might face a tough time surviving ...

Nokia Could be Close to Smartphone Deal, New Chairman on January 6th

Nokia’s (NYSE:NOK) stock increased by around 7% in Thursday trading, as a number of favorable factors propped up the investors ...

Nokia's New Year Resolution: Spread Carrier Love on January 6th

Nokia (NYSE:NOK) will look to forge strong relationships with each of the U.S. carriers this new year as it plans to re-enter ...

Weekly Mobile Notes: Apple, RIM and Nokia on January 6th

This week there was plenty of speculation around Apple’s (NASDAQ:AAPL) plans for an iPad 3 this year as ways to fend off...

Weekly Telecom Notes: Verizon, AT&T & China Telecom on January 6th

The past week saw Verizon (NYSE:VZ) reaffirm expectations by announcing a record number of iPhone sales in Q4 2011 at a Citigroup conference...

With New CEO, Minority Stake Sale Less Likely for Yahoo on January 6th

Shareholders greeted Yahoo’s (NASDAQ:YHOO) CEO appointment with caution as the company’s shares slid by around 3%. It’...

Adobe Update: Bet on Digital Media & Marketing Should Get Stock to $34 on January 6th

Adobe ‘s (NASDAQ:ADBE) stock has been fluctuating a lot the last couple of weeks but eventually ended around 2% higher after ...

Constant Contact Update: Social Media Marketing to Drive Growth on January 6th

Constant Contact (NASDAQ:CTCT) is a major player in the online marketing business. It generates almost all of its revenues from content marketing,...

Netflix Streaming to 20% of US Households an Hour a Day on January 6th

Netflix ‘s (NASDAQ:NFLX) stock rose by more than 10% on Wednesday when the company released its press release citing streaming data....

Nvidia's Worth $21, How to Justify Its Current Market Price on January 6th

Nvidia’s (NASDAQ:NVDA) stock price has dropped significantly after shooting up to a high of more than $25 in early 2011 when...

Apple's Tablet Plans for 2012: iPad 3 & Keeping Kindle at Bay on January 6th

The speculation around Apple’s (NASDAQ:AAPL) tablet plans is heating up in true Apple fashion with one camp favoring an enhanced, more ...

Dell Fights Margin Blues, Heads to Western China on January 6th

Dell (NASDAQ:DELL) will start PC production at its base in Chengdu City in western China in February or later of 2012, according ...

Cutting Prices for Playbooks Isn't Solving RIMM's Tablet Problems on January 6th

Research in Motion (NASDAQ:RIMM) continues to change its strategy around its PlayBook tablet, as it desperately looks to boost sales. Ever since...

Pandora's 2011: The Hype, Then Fall Since The IPO on January 5th

Pandora (NYSE:P) is the leader in Internet radio and offers music that allows for personalized experience for each listener based on their preferences...

Netflix Overview: Sizing Up Our $125 Estimate After a Tough Year on January 5th

Netflix (NASDAQ:NFLX) is an online movie rental company that began its expansion in the U.S. by pioneering DVD-by-mail service. In the last...

RIM Management Shakeup Rumors Have Investors Hopeful on January 5th

Research in Motion’s (NASDAQ:RIMM) investors could finally have some good news to cheer about. RIM’s stock was up ...

What Does Kindle Fire's Cannibalization of iPad Holiday Sales Mean for Apple's Stock? on January 5th

Not much, in our view for reasons. Firstly, the iPad accounts for just under 15% of our $500 price estimate for Apple stock ...

Cloud Computing and Mobility to Drive HP’s Networking Business in 2012 on January 5th

The increasing adoption of cloud computing and penetration of mobile devices are the two biggest trends shaping the IT industry today. While a lot ...

Oracle Update: All Eyes on the Cloud as Hardware Sales Recover on January 5th

Oracle ‘s (NASDAQ:ORCL) stock was pounded after its earnings announcement on December 20, as it posted flat software sales, and ...

IBM's 2012 is All About Analytics on January 5th

IBM’s (NYSE:IBM) new CEO, Virginia Rometty, is betting big on the company’s analytics business for the future. So ...

Amazon Feels the Pinch on Profit Margins Despite Strong Sales Growth on January 5th

The holiday season has proved to be a major sales boost to online retail giants Amazon (NASDAQ:AMZN) that have set digital sales records...

RIM in 2012: More of the Same Expected While Takeover Chatter Continues on January 5th

These are not great times for Research in Motion (NASDAQ:RIMM). After announcing poor December ending Q3 FY2012 results last month (see RIM...

Groupon Stock Dips on Concerns Over Merchant Demand on January 5th

While daily deals may be an effective marketing channel for merchants, the coming six months might see low usage as many of these merchants ...

Microsoft Still Dominates the Browser Market with Internet Explorer on January 5th

Microsoft (NASDAQ:MSFT) has traditionally dominated the Internet browser market since it won the browser wars against Netscape years ago. In recent years,...

Comcast Updates: NBC Rolls Out Sports Network Targeting Juicy Programming Fees on January 5th

When Comcast (NASDAQ:CMCSA) completed the acquisition of GE’s (NYSE:GE) NBCUniversal last year, it had a certain strategy in ...

Nvidia 2011 Review: Key Developments for the Graphics King on January 4th

2011 has been a year of significant developments for Nvidia (NASDAQ:NVDA), accompanied by some wide swings in its stock price. While the...

Microsoft's Windows Phone Passes 50,000 Apps, Still an Uphill Battle on January 4th

More than 50,000 apps and games have been submitted to Microsoft’s (NASDAQ:MSFT) Windows Phone platform since it was launched more than...

Google and Facebook Face Indian Censorship Challenges on January 4th

While Google (NASDAQ:GOOG) has been at odds with the Chinese establishment over web censorship, the company may face similar issues in India ...

Alibaba Hopes New Yahoo CEO & Lobbying Support Can Expedite Deal on January 4th

With a majority of its operations in China, Alibaba is well aware that its bid for Yahoo (NASDAQ:YHOO) will invite intense scrutiny ...

EMC's Worth $42 on Storage Software Market Growth on January 4th

EMC (NYSE:EMC) is the global leader in the disk storage system market as well as the storage software market. However, EMC’s...

F5 Growth Supports $120 Value Despite Slowing IT Market on January 4th

Though F5 Networks ‘ (NASDAQ: FFIV ) sales growth is slowing, it is still outpacing the growth of the IT hardware market....

Apple Will Continue Tormenting Android in 2012 on January 4th

Google’s (NASDAQ:GOOG) shares are close to all time highs with the stock crossing 640 at the end of 2011. Despite ...

Activision vs. EA: From Battle in Digital Games to The Court Room on January 4th

Activision Blizzard (NASDAQ:ATVI) and Electronic Arts (NASDAQ:EA) are in the news more because of an ongoing legal battle rather than their...

Xbox 720 Launch Rumors Gain Momentum as CES 2012 Nears on January 4th

Microsoft (NASDAQ:MSFT) entered the gaming console market rather late with the Xbox but has managed to gain significant market share thanks to the...

Microsoft to Launch LTE-Enabled Windows Phones to Fend Off Android on January 4th

Microsoft (NASDAQ:MSFT) is apparently working on several new LTE-enabled Windows Phone devices, which will be launched in early 2012. It may unveil...

Verisign Looking at Custom Domains for Additional Revenue on January 4th

The Internet Corporation for Assigned Names and Numbers (ICANN) recently approved a plan to increase the number of top level domains (TLDs) like...

Apple iOS Activations Beat Android's on Christmas; Bolsters Upside Case on January 4th

Recently we posted a note on this year’s record Christmas day activations for devices powered by Google’s (NASDAQ:GOOG) Android and Apple...

Netflix 2011 Review: Missteps Overshadow $126 Value & Growth Opportunity on January 4th

While the 2010 transformed Netflix (NASDAQ:NFLX) from being a mainstream DVD rental provider to online movie streaming leader, 2011 was a mixed ...

Could LinkedIn Look to Pick up Monster on the Cheap? on January 4th

Despite the U.S. unemployment index actually slipping by 0.4% in November, Monster’s (NYSE:MWW) stock has stayed at August 2011 levels...

Zynga Needs Big CastleVille Growth for Stock to Hit $10 on January 4th

Zynga (NASDAQ:ZNGA) is the world’s largest social gaming company, which had a rather disappointing public debut shedding nearly 5% of its ...

Can Groupon Achieve a $25 billion Valuation It Once Expected? on January 4th

Having occupied the position of the largest player in the social commerce space, Groupon has always been in the news for both the right ...

Perfect World Launches Free Expansion Pack for Jade Dynasty on January 4th

Perfect World (NASDAQ:PWRD) has launched a free expansion pack for its popular game, Jade Dynasty. The Jade Dynasty: Legacy expansion will ...

Groupon Updates: Taking on Amazon with Buy Local, $13 Fair Value on January 3rd

While retailers saw when Amazon (NASDAQ:AMZN) released its Price-Check app, local deal giant Groupon (NASDAQ:GRPN) can’t be pleased ...

TripAdvisor Coverage Launch: $24.83 Trefis Price Estimate on January 3rd

TripAdvisor (NASDAQ:TRIP), the newly spun-off entity of the leading online travel agency Expedia (NASDAQ:EXPE), is a travel research platform which...

Intel's Good for $29, New Atom Chip Won't Move the Needle Though on January 3rd

Intel (NASDAQ:INTC) has begun shipping its third generation Atom processors, primarily intended for use in low-powered mobile devices such as netbooks. Intel...

ESPN's NCAA Hoops Broadcasting Rights Chip in for Disney's $46 Stock Value on January 3rd

After Disney’s (NYSE:DIS) sports network ESPN renewed its deal with the National Football League (NFL), it struck another deal ...

Weekly Tech Review: SAP, Salesforce.com, Oracle & Shutterfly on January 3rd

This past week has been one of the less volatile ones in the last two months. However, there were some developments in some prominent...

Cisco Releases New Cloud-based Network Management Service OnPlus on January 3rd

Cisco (NASDAQ:CSCO) recently released a new cloud-based service, called OnPlus, that helps its small-business partners provide network assessment, management and advisory ...

Applied Materials (AMAT) Faces Strong Economic Headwinds on January 3rd

Semiconductor and solar cell manufacturing supplier Applied Materials (NASDAQ: AMAT) faces strong headwinds in the face of deteriorating global growth. In particular, ...

Shutterfly (SFLY) Undervalued and Prime for Growth on January 3rd

Shutterfly (NASDAQ:SFLY) is the current leader in the online photo, card, albums and stationery market. It helps consumers relive special photo ...

Weekly Telecom Notes: Verizon and AT&T on January 2nd

The past week saw a series of outages and management missteps threaten to tarnish what was otherwise a good year for Verizon (NYSE:VZ)...

Verizon Summary: Outages and $2 Fee Angers Customers on January 2nd

After suffering from a series of outages in December month, Verizon’s (NYSE:VZ) customers were again frustrated by the announcement of ...

Lexmark Targets Middle East Growth with MAF Retail Partnership on January 2nd

Lexmark International (NYSE:LXK) recently signed an agreement to provide printing and imaging solutions to the leading Middle East retail giant, MAF Retail,...

Weekly Mobile Notes: Apple, Nokia, China Unicom on January 2nd

Last week we saw a couple of important studies come out that would have Apple (NASDAQ:AAPL) and Nokia (NYSE:NOK) concerned about...

Consumer

Gap Gets Our Hopes Up Then Disappoints… Yet Again on January 6th

While specialty retailer Gap Inc.’s (NYSE:GPS) stock gained Wednesday in anticipation of better than expected December sales results, the hopes...

Aeropostale Reiterates Q4 Earnings Outlook, Gets a Boost as Peers Tumble on January 6th

Aeropostale’s (NYSE:ARO) stock gained 5% on Thursday, after the disclosure of holiday sales results. Though Aeropostale reported a holiday sales...

American Eagle Cuts Q4 Earnings Outlook, Sends Shares Crashing on January 6th

Teen apparel retailer American Eagle Outfitters’ (NYSE:AEO) stock crashed by roughly 11% on Thursday, after the disclosure of holiday sales results...

Teen Apparel Retailers in 2011: Assessing the Threats & Opportunities Ahead on January 6th

For teen apparel retailers, 2011 proved out to be a year full of nightmares. Starting with the jump in cotton prices to the economic...

Coca Cola Update: Bubbling Abroad With Bangladesh Expansion on January 6th

After making investments in the Middle East, Africa and the U.S., Coca-Cola (NYSE:KO) is investing $50 million in Bangladesh to set ...

Ford Driving to $14 with Top Spot in U.S. on Fuel-Efficienct Line-Up on January 6th

Ford Motor’s (NYSE:F) Ford branded vehicles were the largest selling automotive brand in the U.S. in 2011, selling more than...

PepsiCo Steps up Ad Spending, Geared for Growth on January 6th

While most companies are yet to get over the new year’s hangover, PepsiCo (NYSE:PEP) has signed multiple agreements aimed primarily ...

Urban Update: Urban Outfitters Leads Recovery, High Anthropologie Promotions Worrisome on January 5th

Teen apparel retailer Urban Outfitters (NASDAQ:URBN) continues to impress holiday shoppers with its Urban Outfitters brand, however the company is still relying ...

Limited's December Sales Top Estimates; Raises 4Q Earnings Estimates on January 5th

Intimate apparel retailer Limited Brands (NYSE:LTD) reported a comparable store sales increase of 7 percent for the five weeks ended Dec. 31,...

Philip Morris' Twin Strategies Keep It Smokin' Hot on January 5th

As the regulatory environment becomes more stringent in the West, Philip Morris International (NYSE:PM) is aiming to diversify its strategy based on ...

Wynn Looks Beyond Foxborough for U.S. Growth on January 4th

Wynn Resorts’ (NASDAQ:WYNN) hopes to build a casino in Foxborough in partnership have been smashed. On 29th December, Foxboro’s ...

Kraft Sweetens Up its Focus on Chocolates on January 4th

With Cadbury now in the bag, Kraft Foods (NYSE:KFT) looks to leverage its presence in the U.K. and India with an increased...

McDonald's Plans for Expansion Across Eastern Europe and Russia on January 4th

McDonald’s (NYSE:MCD) seems to be everywhere yet there are a few places where the company is not dominant — and...

Toyota's Indian Growth Will Help Drive International Market Share on January 4th

Toyota (NYSE:TM) recently slashed its global sales target for this fiscal year to 7.38 million vehicles, implying 260,000 vehicles of lost production ...

Green Mountain New Coverage: $62 Trefis Price Estimate on January 4th

Green Mountain Coffee Roasters (NASDAQ:GMCR) manufactures and sells the Keurig single-cup brewing system for use with K-Cup portion packs. Under the Keurig ...

GM Could See Near Term Speed Bump in China on January 3rd

Investor jitters have increased recently after the largest auto-market, China slapped punitive duties on U.S. made vehicles imported to China by automakers such as...

EA Fires up Free Multi-Player Gaming with Command & Conquer Tiberium Alliances on January 3rd

Electronic Arts (NASDAQ:EA) has entered the free massive multi-player (MMO) gaming space with the launch of Command & Conquer™ Tiberium ...

Ann Updates: Rising Sweater Inventories Could Weigh on Results on January 3rd

Women’s apparel retailer Ann (NYSE:ANN) may face tough times ahead as the company’s sweater inventory levels continue to soar...

After Middle East, Coca Cola Invests in Expansion at Home on January 3rd

Coca Cola (NYSE:KO) will invest more than $3 billion in the U.S. alone in the coming year, according to the company’...

China Expansion Takes Dunkin' Donuts to 10,000 Stores, $29 Stock Value on January 3rd

Dunkin’ Donuts, owned by Dunkin’ Brands (NASDAQ:DNKN), opened its 10,000th global store as it looks to international expansion to...

Altria to Face the Heat as Smokeless Tobacco Products Come Under Fire on January 3rd

Smokeless tobacco products have come under fire after a report by key advisory to Food and Drug Administration(FDA) alleged that tobacco companies do ...

Wal-Mart Updates: Rocky Few Weeks Cap Off 11% Year on January 3rd

Wal-Mart (NYSE:WMT) capped off 2011 with a modest 11.5% return in share price, which outpaced S&P which ended flat. Among...

Dunkin' Donuts Stock Can't Stay Dunked Forever, Headed to $29 on January 3rd

Dunkin’ Brands Group Inc. (NASDAQ:DNKN) has fallen by nearly 10% in the last three months while the Dow Jones Index (...

Tesla (TSLA) Too Volatile for Cautious Investors on January 3rd

Electric car manufacturer Tesla Motors (NASDAQ:TSLA) should be proud of what it has accomplished. It was the first U.S. car company to...

Bed Bath & Beyond: Revised to $69, Earnings Miss Weighs on Stock on January 2nd

Bed Bath & Beyond (NASDAQ:BBBY) recently reported Q3 results with net sales of $2.3 billion, a 6.8% over the previous quarter....

Financial Services

Financials Weekly Notes: RBS, BofA & US Bancorp on January 6th

It has been a largely positive first week of the year for the financial sector as a whole. Bank shares rallied significantly over trading ...

BofA Shares Perk Up on Government Mortgage Plan Rumors on January 6th

Bank of America (NYSE:BAC) saw its shares jump by 8.6% on Thursday, as the troubled bank’s shares suddenly looked underpriced ...

Deutsche Slides on European Concerns on January 6th

In the latest episode of the ongoing European debt crisis saga, markets across the globe reacted to UniCredit’s decision to issue rights ...

Wells Fargo's Stock Proves Defensive Due to High Investor Confidence on January 5th

The verdict that the banks’ shares saw the biggest decline over trading in 2011 is out, with two global banks – Bank...

Barclays Accumulating Losses Despite Profitability on January 5th

Barclays (NYSE:BCS) is amassing significant loss carryforwards, which can offset future income for tax purposes despite the fact that the U.K.-based...

RBS May Cut 10,000 Investment Banking Jobs on January 5th

The Royal Bank of Scotland (RBS) Group (NYSE:RBS) may trim as many as 10,000 jobs to comply with the British government’...

NYSE, Deutsche Boerse Extend Deadline, Hoping for Deal in 2012 on January 5th

NYSE Euronext (NYSE:NYX) and Deutsche Boerse have won the approval of U.S. antitrust regulators to merge their businesses creating the world’...

AIG's United Guaranty Helps Review, Organize Loan Docs with CoverEdge on January 5th

Mortgage underwriter United Guaranty Corp, a subsidiary of AIG (NYSE:AIG), plans to launch a new product next month that will independently review...

UBS Expects Asia to Boost its Revenues in 2012 on January 5th

Pu Yonghao, the Chief Investment Strategist for UBS’s (NYSE:UBS) wealth management business, believes that the Asian market will see considerable...

Deutsche Bank Now Wants to Rent Foreclosed Homes on January 5th

Deutsche Bank (NYSE:DB) filed a proposal with the Federal Housing Finance Agency (FHFA) with plans to rent out foreclosed homes. There ...

Capital One May See Default Rates Edge Higher as Credit Loosens Up on January 5th

Capital One (NYSE:COF) reported a rise in its net charge-off rates which increased to 4.29% in November 2011 from 3.96% in October 2011...

Visa Updates: Sets Aside More Funds for Price Fixing Settlement on January 5th

In a recent announcement, Visa (NYSE:V) said that it has decided to deposit $1.565 billion into the litigation escrow account to cover ...

MetLife Sells Retail Depository to GE to Avoid Dodd-Frank Scrutiny on January 4th

In order to avoid the heavy scrutiny by the Federal Reserve after the Dodd-Frank Act, MetLife (NYSE:MET) decided to sell its retail ...

U.S. Bancorp Sues JPMorgan over Bear Sterns Mortgage Securities on January 4th

A unit of U.S. Bancorp (NYSE:USB) has filed a lawsuit against JP Morgan Chase (NYSE:JPM) over mortgage securities worth around ...

Bank Stocks Rally on Fed Announcement, Manufacturing Recovery on January 4th

The market started 2012 off on a positive note Tuesday as reports about growth in the manufacturing output of Asia’s largest developing economies...

AIG Moves to Settle on Workers’ Compensation Suit on January 3rd

AIG (NYSE:AIG) recently received approval from a federal judge for a $450 million settlement between the company and a group of its rivals...

Manulife Boosts Real Estate Holdings in Hunt for Better Returns on January 3rd

Manulife Financial (NYSE:MFC) has increased its real estate holdings in North America as it bought three office properties in New Jersey, California ...

Splitting Roles at CME Group Could Help Restore Confidence in Futures Market on January 3rd

In a bid to restore investors’ lost confidence in the U.S. futures market, the top Democrat on the House Financial Services Committee ...

JPMorgan 2011 Review: Summing Up the Bank's Performance on January 3rd

JPMorgan Chase (NYSE:JPM) is holding true to its tradition of being the first bank to detail its quarterly performance, with the bank ...

The Year in Review: The 2011 Nightmare for Banks on January 3rd

The Chinese will maintain that the year 2011 was the Year of the Rabbit. But investors in the financial sector will most likely remember ...

Financials Weekly Notes: Goldman, Citigroup & Barclays on January 3rd

Bank stocks had a largely uneventful last week with not much going on around the globe over the last trading week for the year. ...

Lawsuits highlight fallout risks from mortgage crisis on January 2nd

Wells Fargo (NYSE:WFC), Bank of America (NYSE:BAC), JP Morgan Chase (NYSE:JPM) and others are facing mounting legal action...

Manulife Heads to $13.50, Seduces Asian Retirees with Annuity Products on January 2nd

Manulife (NYSE:MFC) announced the launch of its new annuity offering in Thailand which enables customers to save taxes before the end of the...

Energy

Ecuador Upholds $18 Billion Ruling Against Chevron, Litigation to Continue on January 6th

Already in hot water for its November deepwater spill in Brazil, Chevron (NYSE:CVX) now has to contend with the resurfacing of an ...

Oil Majors Plan to Build Alaskan Pipeline to Ship Gas Overseas on January 6th

Top executives from ConocoPhillips (NYSE:COP), Exxon Mobil (NYSE:XOM) and BP (NYSE:BP) met Alaska’s governor Sean Parnell ...

BP Seeking Recovery of Macondo Spill Costs From Halliburton on January 5th

BP (NYSE:BP) is asking contractor Halliburton (NYSE:HAL) to cover all the costs resulting from the U.S. Gulf of Mexico spill ...

Oil Industry's 2011: Marked by High Oil Prices, Heavy Litigation on January 5th

Overall, 2011 was a strong year for the oil industry, with almost all companies showing strong revenue and profit growth as a result of...

Chesapeake Closes a $2.32bn JV Transaction with Total E&P USA on January 4th

Chesapeake Energy (NYSE:CHK) recently announced completion of a $2.32 billion joint venture with Total E&P USA Inc. Total has acquired ...

Chinese Court Admits Spill Claims Case Against ConocoPhillips on January 4th

In line with the global trend of putting offshore oil spill incidents through greater scrutiny, a Chinese maritime court accepted a case against ConocoPhillips ...

Yingli Green Energy New Coverage $5: Stock Value Driven by EM Growth on January 4th

Yingli Green Energy (NYSE:YGE) is one of the leading Chinese low-cost photovoltaic (PV) module manufacturers, with a vertically integrated structure making ...

Venezuela Willing to Pay Exxon $255 in Arbitration Deal on January 4th

On the back of the recent arbitration decision by the International Chamber of Commerce (ICC) which awarded ExxonMobil (NYSE:XOM) $907 million for...

Chesapeake Allegedly Used Shell Company to Break Leases on January 3rd

Chesapeake Energy (NYSE:CHK) was behind a shell company which has terminated close to 800 oil drilling contracts with land owners in Michigan. ...

Exxon Headed to $93, Wins $908 Million Settlement with Venezuela on January 3rd

ExxonMobil (NYSE:XOM) was awarded $908 million in compensation for its facility in Venezuela that was nationalized by the Chavez government in 2007. ...

Industrials & Transportation

Caterpillar: Earnings at All-Time Highs on Emerging Market Growth on January 7th

As we start another week, market attention will no doubt be focused again on Europe—as well it should be. The developments in Italy in...

CSX Worth $34, But Too Dependent on King Coal on January 6th

For years coal has been the most transported commodity by railroads, accounting for more than 40% of total carloads originated in the U.S. in...

Schlumberger Ties Up With Energy Services Firm to Increase Scope on January 5th

Leading energy services firms Schlumberger (NYSE:SLB) signed a cooperation agreement with British energy services firm Petrofac that would allow the firms to work...

Lockheed Could Gain as Iranian Tensions Escalate on January 5th

While large defense budget cuts appear in the offing, contractors like Lockheed Martin (NYSE:LMT) and Boeing (NYSE:BA) could benefit from ...

Delta Expects More Corporate Travel, Expands NY Routes on January 5th

Delta Air Lines (NYSE:DAL) has a new domestic hub in New York’s LaGuardia Airport, following the recent closing of its ...

Johnson Controls New Coverage: $38 Trefis Price Estimate on January 3rd

Johnson Controls (NYSE:JCI) creates products, services and solutions to optimize energy and operational efficiencies of buildings (Heating, Ventilation, Air Conditioning Systems...

Lockheed Bags 2 Large Contracts; Still Worth $98 Despite Looming Defense Cuts on January 3rd

As defense companies like Lockheed Martin (NYSE:LMT) and Boeing (NYSE:BA) face potential defense cuts in future, Lockheed managed to bag ...

Southwest Updates: AirTran Integration Makes Progress with Seniority Lists, $10.60 Fair Value on January 2nd

Southwest Airlines (NYSE:LUV) continues to progress on labor negotiations in an effort to combine seniority lists following the acquisition of AirTran Airways in...

Basic Materials

Using Options To Hedge Against a GLD Collapse on January 6th

At SK Options Trading, we primarily use the SPDR gold trust (NYSEARCA:GLD) for exposure to the gold price. GLD is an exchange...

Newmont Update: Peru To Carry Out Conga Review on January 4th

Newmont Mining’s (NYSE:NEM) Conga project is of prime importance for Peru. A few days back, Newmont had decided to stop...

Arcelor Mittal Continues Its Iron Ore Pursuit on January 3rd

ArcelorMittal (NYSE:MT) continues its pursuit for iron ore in order to lower its dependence on third-party raw material suppliers of iron ore and...

Cliffs Remains on Target Despite Scaling Back Some Production on January 2nd

Cleveland-based Cliffs Natural Resources Inc. (NYSE:CLF), an international mining company that competes with Alpha Natural Resources (NYSE:ANR), has lowered ...

Rio Tinto Inks Australian Coal Shipping Deals to Fuel Chinese Growth on January 2nd

Rio Tinto (NYSE:RIO) has recently signed new shipping deals with the railway operators QR National Ltd. and Asciano Ltd. to haul 11.5...

Health Care

Let Pfizer Compete in the Generic Market with Lipitor® on January 6th

In a previous post we discussed the opportunity for Big Pharma companies to potentially preserve market share for their brands by competing with generic versions...

Pfizer New Coverage: $25 Trefis Price Estimate on January 5th

Pfizer (NYSE:PFE) is the world’s biggest pharmaceutical company and operates in two main segments: Bio-pharmaceutical and Diversified. Bio-pharmaceutical includes Primary...

 

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