Trefis Week in Review: 14 January 2012

January 14th, 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-citigroup around 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: Zynga and Microsoft on January 13rd

This was a very exciting week for many technology companies, especially Microsoft (NASDAQ:MSFT), which had a strong showing at CES 2012. ...

Comcast CFO Wants to Improve Film Studio Profitability, Should Focus on Bigger Issues on January 13rd

Recently, Comcast’s (NASDAQ:CMCSA) CFO talked about the profitability of NBCUniversal’s film studio. He mentioned that although it will...

Weekly Mobile Notes: Apple, Nokia and RIM on January 13rd

The past week saw Nokia (NYSE:NOK) make waves at the Consumer Electronics Show (CES), announcing the first Windows Phone to support ...

Google Earnings Preview: Strong Results Expected, Android in Focus on January 13rd

Android dominated the news in 2011 for both the right and wrong reasons. While Google’s (NASDAQ:GOOG) mobile OS market share ...

HP Worst Hit As PC Market Stumbles in the Fourth Quarter on January 13rd

Worldwide PC shipments totaled 92.7 million in the fourth quarter of 2011 (4Q11), down 0.2% compared to the same quarter in 2010, according...

Microsoft Signs LG Patent Deal, Collects on 70% of All Android Devices on January 13rd

Microsoft (NASDAQ:MSFT) announced that it has entered a patent licensing agreement with LG which covers all Android and Chrome OS based devices manufactured...

Weekly Telecom Notes: AT&T, Sprint and China Telecom on January 13rd

AT&T (NYSE:T) stole the limelight this week with the announcement of seven LTE-capable smartphones and one tablet at the CES 2012...

Travelzoo's Stock Worth $30, Traffic Can Take Off with Fly.com on January 13rd

Fly.com, the travel meta-search engine operated by the travel deals publishing company, Travelzoo (NASDAQ:TZOO), recently announced that it started displaying fares ...

VMware Finds New Competitor in OnLive on January 13rd

VMware (NYSE:VMW) just found a new competitor in the form of OnLive, a cloud-based gaming company, which recently launched cloud desktop app...

Apple Gears Up for Bumper Earnings as Suppliers Show Strong Results on January 13rd

We believe Apple (NASDAQ:AAPL) is set to report its best ever results on January 24th, when it will announce its December 2011 ...

Nokia Ready for LTE Smartphone Boom, Announces AT&T as First Major Carrier on January 13rd

Nokia (NYSE:NOK) may have failed to create much of an impact in its previous attempts at the U.S. smartphone market, but the...

Sandisk Gains from Solid State Drive Storage Boom on January 13rd

This year could be a big one for SanDisk (NASDAQ:SNDK) as technology advancements, changing dynamics in the PC industry, new enterprise server...

Verisign Stock Gains from Growth in Domain Registrations on January 13rd

Verisign ‘s (NASDAQ:VRSN) primary business is .com and .net domain registrations for which it acts as the exclusive domain registrar....

NetApp Set to Increase Prices as HDD Supply Shortage Continues on January 13rd

NetApp (NASDAQ:NTAP) is set to raise prices for hard disk drives (HDDs) in its storage arrays between 5% and 15% beginning February...

Microsoft Restructuring Operations to Trim Down Marketing Expenses on January 13rd

Microsoft (NASDAQ:MSFT) is making a series of moves to improve its profit margins. It is apparently trying to restructure its marketing operations ...

Nvidia's Ready for Redemption in 2012, Stock Worth $21 on January 13rd

Nvidia’s (NASDAQ:NVDA) stock reached promising heights early in 2011 before falling to its current levels. The initial excitement generated by ...

Apple Can Expand Addressable Market by Selling iPhone through China Telecom on January 13rd

Apple (NYSE:AAPL) continues to make rapid strides in the Chinese telecom market. Chinese regulators recently approved Apple’s application for a handset ...

You Can Sign Docs Digitally on the New Adobe Reader with EchoSign on January 12nd

Adobe (NASDAQ:ADBE) has announced the launch of a new version of Adobe PDF Reader which comes with native Echosign integration, enabling users ...

Oracle Rolls to $37 with Help from Big Data Appliance Cloudera on January 12nd

Oracle (NASDAQ:ORCL) is one of the largest enterprise software giants, which competes primarily with Microsoft (NASDAQ:MSFT), SAP (NYSE:SAP)...

Is the Wireless Industry Ready for Explosive Data Growth? on January 12nd

An industry study by network firm Arieso revealed that customers using Apple’s (NASDAQ:AAPL) latest iPhone, the iPhone 4S, gob up...

Android App Emulator Solves Microsoft's App Dilemma for Windows 8 on January 12nd

Microsoft (NASDAQ:MSFT) is expected to launch Windows 8, the next version of Windows, around mid-2012. It will work on both ...

OpenTable Update: Analyst Upgrades Fuel Stock Closer to $65 Fair Value on January 12nd

In recent months, one of the largest contributor to the positive movement in OpenTable’s (NASDAQ:OPEN) stock price has been the ...

Activision, Electronics Arts Gain on Thriving Video Game Industry on January 12nd

It was 17 years ago when the first popular title in the “first-person shooter” game genre, Doom, hit the store shelves. Ever ...

Apple's 4S Data Show Huge Pent Up Demand Among Smartphone Buyers on January 12nd

Apple’s (NASDAQ:AAPL) investors were naturally disappointed last quarter when the company announced its quarterly results in September. The results were ...

Sprint Worth $4.25, Sheds Weight to Get Into Fighting Shape on January 12nd

Sprint (NYSE:S) is undertaking a major restructuring of its sales and marketing unit merging both its consumer and enterprise wings into a single...

Microsoft's Kinect for Windows Will Help it Reach $32 on January 12nd

Microsoft (NASDAQ:MSFT) has officially announced that it will launch the Kinect motion gaming accessory for Windows on February 1 in multiple markets across...

Symantec Updates: Worth $20 as SSL Shows Gains, Leaked Code Not Harmful on January 12nd

There have been a series of significant announcements related to Symantec (NASDAQ:SYMC) in the last couple of weeks. It achieved the highest ...

With Small Business Hiring on a Roll, ADP's Good for $58 on January 12nd

Last week ADP (NYSE:ADP) released its December 2011 employment report indicating the largest jump in employment in the year. According to the ...

While Motorola Deal is Delayed, Samsung and Apple Munch Market Share on January 12nd

In its preliminary Q4 2011 results, Motorola Mobility (NASDAQ:MMI) recognized “increased competitive environment in the Mobile Device business and higher legal...

Zynga's Scramble with Friends Targets Trend of Mobile & Social Games on January 12nd

Zynga (NASDAQ:ZNGA) has launched another new iOS game, Scramble with Friends, which will be part of the popular “With Friends&...

Time Warner Cable & MSG Networks Clash Over Sports Programming Fees on January 12nd

At the beginning of the year, Time Warner Cable (NYSE:TWC) and MSG Networks squared off over its demand for a hike in ...

More Doubts on Salesforce Emerge on January 11st

A lot of these gel with what we have been saying for a while. It all boils down to the fact Salesforce.com (NASDAQ:CRM...

Sirius XM's Net Subs Growth Shows Strength, Upside Capped at $2.20 for Now on January 11st

Sirius XM (NASDAQ:SIRI) recently reported that it had a record quarter in terms of net subscriber additions. The satellite radio service provider ...

eBay Q4 Earnings Preview: PayPal in the Limelight on January 11st

While eBay (NASDAQ:EBAY) benefited from the bumper holiday shopping season, its 2011 results due on January 18th, are expected to be a...

Intense Competition, Lack of Customer Loyalty Threaten Travelzoo Local Deals on January 11st

Travel deals publisher Travelzoo (NASDAQ: TZOO) may be in an anxious situation about its recent local deals offerings after Susquehanna Financial Group and ...

Cree's Ready for a Rebound After 65% Slump in 2011 on January 11st

Cree (NASDAQ:CREE) shares fell by almost 65% in 2011 to $22 on the back of low utilization rates on chip production which we...

Google Updates: Buys More IBM Patents to Strengthen its Moat on January 11st

Google (NASDAQ:GOOG) recently expanded its patent portfolio further by acquiring over 180 patents from IBM (NYSE:IBM). Having already acquired 1,000 ...

Comcast-Disney Partnership Means Higher Costs But Better Future on January 11st

Comcast (NASDAQ:CMCSA) and Disney (NYSE:DIS) have entered into 10-year agreement that will allow Comcast’s subscribers to stream live...

Intel in 2012: Leads the Push for Ultrabooks on January 11st

When Apple (NASDAQ:AAPL) launched the iPhone in 2007, it revolutionized the smartphone industry. Google (NASDAQ:GOOG) followed suit, and the ...

Zynga Launches Hidden Chronicles, New Facebook Game on January 11st

Zynga (NASDAQ:ZNGA) has announced the launch of yet another new Facebook game – Hidden Chronicles. The game is basically a game ...

Nokia Buys Smarterphone AS; Positive for Emerging Market Penetration on January 11st

Nokia (NYSE:NOK) has acquired Norway-based mobile Operating System developer, Smarterphone AS, in a move that will help it address its sliding market...

NYT Still Worth $7.50, Despite Free Nooks Promotion on January 11st

New York Times (NYSE:NYT) and book retailers Barnes & Noble have struck a unique agreement – subscribe to NYT and get...

Despite Siri's Charms, Samsung Will Keep Smartphone Lead over Apple on January 11st

After surging past Apple (NASDAQ:AAPL) in the global smartphone market in Q3 2011, Samsung produced yet another strong display when it announced ...

AT&T Makes Big LTE Push at CES 2012 on January 11st

Continuing on its tradition of supporting the debutantes, AT&T (NYSE:T) will be the first wireless carrier in the U.S. to...

Smartphone Boom Means Data Will Get More Expensive as SMS Use Declines on January 11st

SMS texting rates have started declining in several countries and may soon impact wireless carriers in the U.S., notes Tero Kuittinen, a senior ...

China Telecom Takes on European markets, Eyes U.S. Next on January 11st

China Telecom (NYSE:CHA) is planning to expand its operations in Europe by offering wireless services under its own brand, starting this year....

TripAdvisor Spin-off From Expedia Unlocks Value, Despite Lower Margins on January 11st

The travel reviews aggregator TripAdvisor (NASDAQ:TRIP) has posted phenomenal top-line growth of over 30% sustained over the past several quarters and at least...

Zynga Bets on iOS with Dream Zoo and ForestVille on January 11st

Zynga (NASDAQ:ZNGA) recently launched two new games for Apple’s iPhone and iPad, which are powered by the iOS platform –...

2012: The Tipping Point for Microsoft's Windows Phone? on January 11st

Microsoft’s (NASDAQ:MSFT) Windows Phone was launched more than a year ago, but failed to gain any significant traction. It competes...

Nokia Unveils First LTE-Capable Windows Phone on AT&T on January 10th

Nokia (NYSE:NOK) took a giant stride forward towards increasing its U.S. smartphone presence with the unveiling of the much eagerly awaited 4G ...

OpenTable Downside Scenarios to Our $65 Estimate on January 10th

A few weeks ago, we presented our views on the extreme fluctuation witnessed in OpenTable’s (NASDAQ:OPEN) share price last year ...

Google's Mobile Search Business As Valuable As PC Based Search on January 10th

Capitalizing on a booming smartphone and tablet market, we expect that Google’s (NASDAQ:GOOG) mobile search segment adds almost as much ...

Travelzoo Sees Improved Billings Growth in Local Deals on January 10th

Travel deals publisher Travelzoo (NASDAQ: TZOO) registered a stellar 44% growth in local deals gross billings in November 2011 compared to the month ...

RIM's Alternatives Are Limited as Mgmt Replacement Talks Heat Up on January 10th

It appears the change in Research in Motion’s (NASDAQ:RIMM) management philosophy indicated by the roll out of Mobile Fusion was not to...

Domain Name Growth Reaffirms Verisign's $37 Fair Value on January 10th

Around 5 million new domain names were registered by users across the world in the third quarter, taking the total number of Internet domains ...

Dell Reshuffles Reporting for Sales and Marketing with Customer-Centric Focus on January 10th

Dell (NASDAQ:DELL) recently announced a major reorganization that will make all its customer business segments (Public, Large Enterprise, Small Medium Business ...

Amazon's LOVEFiLM Ready for Netflix in the UK on January 10th

Amazon’s (NASDAQ:AMZN) expansion foray continues, as the e-content giant entered into 2 more TV streaming deals with BBC Worldwide and ...

SAP Update: Zeroes in on the Cloud, Worth $63 on January 10th

SAP (NYSE:SAP) is one of the largest enterprise software giants besides Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT), IBM (NYSE:...

Zynga Update: Stock Still Sub-IPO Price, New Hit Games Hope to Lift Sentiment on January 10th

Zynga (NASDAQ:ZNGA) which debuted last month is still trading under its offering price of $10. It is the world’s largest social ...

Sina Update: Weibo User Numbers Could Suffer Near Term as Gov't Tightens ID Requirements on January 10th

Sina (NASDAQ:SINA) is an online media company in China, which makes money primarily from display advertising and mobile value added services. It...

Perfect World Update: Stock Recovers Following Rumors of Regulators' Investigation on January 10th

Shares of Perfect World (NASDAQ:PWRD), a Chinese online gaming company crashed almost 30% on December 9, following rumors that an investigation had...

iPhone 4S Comes to China Jan 13, Ending Wait on January 10th

Apple (NYSE:AAPL) released a press release last Wednesday announcing that the iPhone 4S will finally be available in China, along with 21 ...

EMC Worth $42, Amps Up Focus on Network-Attached Storage Market with Isilon Acquisition on January 10th

Since its acquisition of Isilon in late 2010, EMC (NYSE:EMC) has made making significant progress in scale-out network attached storage (NAS) ...

Salesforce.com Update: Increasing Competition Weighs on Stock on January 10th

Salesforce.com’s (NASDAQ:CRM) stock has been swinging wildly the last two weeks and has shed around 5% of its value, primarily ...

Motorola Mobility's Higher Smartphone Mix Saves the Day on January 9th

Motorola Mobility (NYSE:MMI) gave an earnings preview on Friday when it revealed preliminary results for the fourth quarter of CY 2011. The ...

Apple May Need Cheaper Phone to Compete in China on January 9th

Apple’s (NASDAQ:AAPL) been actively suing competitors like Samsung and HTC among others to protect its interests in the U.S. as ...

Shutterfly Update: After Lowered Guidance, Stock Climbs Out of Slump on January 9th

Shutterfly (NASDAQ:SFLY) is expected to announce its Q4 FY11 earnings on February 8, 2011, but it recently lowered its Q4 FY11 revenue...

Apple Should Act More Like Microsoft and Consider Patent Licensing Deals on January 9th

The smartphone industry has become a hotbed for patent disputes over the past couple of years. At the forefront of this war is Apple ...

Verizon's Expected Margin Dip in Q4 Well Worth it on Record iPhone Sales on January 9th

Verizon (NYSE:VZ) more than doubled its iPhone sales in Q4 2011, selling over 4.2 million iPhones compared to 2 million that it ...

Intel's 2011: Extends Market Leadership Amid Challenges on January 9th

Intel (NASDAQ:INTC) had a solid year last year as the company continued to report record quarterly results and the stock gained approximately 20%...

News Corp Updates: Moving Past Scandals as Fundamentals Remain Intact on January 9th

In 2012, News Corp’s (NASDAQ:NWS) stock has continued a recovery that began around December 20. It appears that investors are...

AMD's 2011: Full of Challenges that Largely Remain on January 9th

In 2011, AMD’s (NYSE:AMD) stock had a tough run. Battling with chip supply issues, a lack of leadership and ...

Netflix Updates: Strong First Week of 2012 with More to Come on January 9th

Netflix’s (NASDAQ:NFLX) stock took a pleasant turn and gained about 22% in the first trading week of 2012. Investors have ...

NetApp Targets Indian Mid-Market Growth as Storage Demand Takes Off on January 9th

After being named the leader in the mid-range and high-end modular disk arrays last month by research firm Gartner, NetApp (NASDAQ:NTAP) is ...

Thompson Departure Weighs on eBay as PayPal Growth Picks Up on January 9th

eBay (NASDAQ:EBAY) investors will undoubtedly feel the void created by the departure of PayPal head Scott Thompson. While Yahoo (NASDAQ:YHOO) ...

Europe Will Drag on IT Spending in 2012 on January 9th

Worldwide IT spending is forecast to total $3.8 trillion in 2012, a 3.7 percent increase from 2011 according to the latest outlook report released ...

IBM Looks to Pick up Cloud-based Software Testing Firm Green Hat on January 9th

On Wednesday, IBM (NYSE:IBM) announced an agreement to acquire Green Hat, a company that provides solutions for software quality and testing for...

Google TV Adds New Partners LG and Samsung in Race to the Living Room on January 9th

As Lenovo showcased its Android 4.0 enabled TV at the Consumer Electronic Show (CES) at Las Vegas, Google (NASDAQ:GOOG) managed to ...

Facebook's Messenger for Windows Takes on Google Chat on January 9th

Windows 7-enabled PC users around the globe now have another chat feature, this time from Facebook . While its mobile versions have already ...

VMware Heads to $110 as Desktop Virtualization Demand Rises on January 9th

Demand for desktop virtualization is growing by leaps and bounds, according to a new global market study by virtual solution provider Citrix (NASDAQ:CTXS...

With Accenture Hiring 60k in 2012, IT Outsourcing Takes Stock to $60 on January 9th

Accenture (NYSE:ACN) is expected to hire at least 60,000 employees in 2012 after ending the last quarter with a global headcount of 244,000...

Caterpillar Doubles Down on China Growth with New Factories on January 9th

China has become the world’s largest construction-equipment market, and Caterpillar (NYSE:CAT) realizes that it has to continue to invest in ...

Consumer

Zipcar Doubles ABS Facility to Lower Fleet Costs, $25 Fair Value on January 13rd

Zipcar (NYSE:ZIP) has significantly reduced its vehicle acquisition cost over the past year by shifting from leasing vehicles to purchasing vehicles through Asset...

GM Grabs Top Spot in China in 2011 But Near-Term Risks Remain on January 13rd

In spite of the recent slowdown in Chinese automotive market, GM (NYSE:GM) managed to set a sales record in 2011 with 2.55 ...

Colgate Update: Announces Dividend, Fights Margin Pressures on January 13rd

Colgate-Palmolive (NYSE:CL), the global market leader in oral care, declared quarterly cash dividends of $.58 per common share, payable on February...

Walgreen Update: Weak December Sales, Fair Value $35 on January 13rd

Walgreen (NYSE:WAG), the leading drugstore chain with 8,400+ locations across the U.S, posted weak December sales, affected by a lean and...

Ford China Sales Hit Overdrive, Headed to $14 on January 13rd

While the overall Chinese automotive market grew by only 2.5 percent in 2011, Ford (NYSE:F) managed to grow its sales by 7 ...

Coca Cola and Nestle End U.S. Tea Party, Focus on Overseas Growth on January 13rd

Coca Cola Co (NYSE:KO) and Nestle SA have agreed to scale back their beverages joint venture. The companies will phase out partnership ...

Don't Get Excited About Starbucks Rushing Into India Just Yet on January 12nd

The Indian government finally allowed 100% FDI in a single retail brand which could see Starbucks entering the country soon. Earlier in 2011, Starbucks...

Kimberly Clark Updates: Designer Roll Covers Support Branding Efforts on January 12nd

The leading consumer tissue manufacturer of popular brands like Huggies, Scott and Kotex and Kleenex, Kimberly-Clark (NYSE:KMB) has spiced up the toilet-paper...

L'Oréal Sambas to $23, Plans Brazil R&D Center to Deepen Presence in LatAm on January 12nd

L’Oreal (PINK:LRLCY) is going to build Latin American Research and Innovation Center in Rio de Janeiro to develop customized product offerings for...

Urban Outfitters CEO Resigns, Spooks Market on Uncertain Outlook on January 12nd

Urban Outfitters’ (NASDAQ:URBN) stock crashed by 19% after the resignation of its CEO Glen T. Senk. Glen Senk has been ...

Zipcar Takes on Barcelona, Exercises Option on Avancar on January 11st

Zipcar (NYSE:ZIP), the world’s leading car sharing network, has purchased a majority ownership interest in Barcelona-based car sharing company, ...

Sara Lee Worth $21, Readies for Company Split on January 11st

Sara Lee (NYSE:SLE) is the leading manufacturer of meats, bakery and beverages and markets these products in food service and retail channels ...

Toyota Ready to Bounce Back from Difficult 2011 on January 11st

Last year is one that Toyota (NYSE: TM) would like to forget. The company saw its worst performance in the U.S. in ...

A Big Wynner: Macau's Gaming Market Shows No Signs of Slowing on January 11st

Macau’s gaming industry seems to be unaffected by the the slow down in the world economy and fears of the impending euro crisis...

Rite Aid December Sales Justify $1.45 Fair Value on January 10th

Rite Aid (NYSE:RAD), the U.S.’s third largest retail pharmacy chain competing with Walgreen (NYSE:WAG) and CVS Caremark (...

Best Buy Scrambles Following Holiday Boondoggle on January 10th

Best Buy (NYSE:BBY) is facing customer resentment as it failed to fulfill certain orders that customers placed during holiday season. It hasn&...

Las Vegas Sands Could Look for a Massachusetts Gaming Licence on January 10th

Las Vegas Sands (NYSE:LVS) is considering opening up a resort in Massachusetts. According to its spokesman Ron Reese, LVS is interested in...

Heinz, Foreign Co's Benefit from Tainted Milk in China on January 10th

A milk scandal hit China this week as tainted milk was found at the country’s largest dairy company, China Mengniu Dairy Co....

Kraft Updates: Debt Issues Pre-Spinoff, Enters Carbonated Drinks Market on January 10th

Kraft Foods (NYSE:KFT), which will spin-off into North American Grocery division and Global Snacks division this year, issued $800 million of floating-rate...

Foreign Auto Makers Get Fewer Incentives in China as Country Promotes Competition on January 9th

As auto makers start to announce positive strong growth from China, the country announced the end of its seven-year policy to attract foreign investments ...

GameStop's Trade In Program Will Help Carry Results on January 9th

Video gaming retailer GameStop (NYSE:GME) has announced the success of its iPod, iPhone, iPad trade program. The program which was started ...

Urban Posts Solid Holiday Sales Marking Potential Turnaround on January 9th

Teen apparel retailer Urban Outfitters (NASDAQ:URBN) reported record holiday sales this Thursday, with an increase of 11% in its net sales. The...

GM Shows Strong US Auto Sales, 2012 Outlook Remains Solid on January 9th

GM (NYSE:GM) recently reported a 5 percent year-on-year (yoy) growth in its U.S. vehicle sales. This brought its total U.S. ...

Harley-Davidson Focuses on Future Amid Slow 2011 on January 9th

Harley-Davidson (NYSE:HOG) is not expected to post much growth in the U.S. motorcycle market for 2011 as new motorcycle sales remained largely ...

Rising Food Costs Put Chipotle in a Precarious Position on January 9th

Chipotle Mexican Grill, Inc (NYSE:CMG) may find it hard not to pass on the rising costs to consumers this year as rising ...

Ford Reiterates its Strategy in India as EM Boost Growth on January 9th

Ford (NYSE:F) indicated that it’ll continue with its go-small strategy in India at the recently held Delhi Auto Expo 2012. ...

Ralph Lauren Faces Difficult 2012, Reaches for $160 on January 9th

Ralph Lauren Corporation (NYSE:RL) is expected by most analysts to steadily climb back to pre-economic crisis numbers and continue to grow. The ...

Tesla Motors Charged Up for Big Growth in 2012 on January 9th

Named after the genius physicists Nikola Tesla, Tesla Motor Inc. (NASDAQ:TSLA) is looking to bring that same sort of innovation to the...

Financial Services

Ameritrade Earnings Preview: Trends to Watch Next Week on January 13rd

Ameritrade (NYSE:AMTD) will report its first quarter earnings (company’s fiscal year-end is September 30 th ) on January 17 th ahead ...

Goldman Sachs Q4 Earnings Preview: What We Are Watching on January 13rd

Investors are watching Goldman Sachs (NYSE:GS), as it prepares to release its performance numbers for Q4 2011 on the 18th. The global...

Financials Weekly Notes: RBS, Credit Suisse & BofA on January 13rd

Banks enjoyed another good run this week, with the earnings season kicked off by better-than-expected numbers from aluminum giant Alcoa (NYSE:AA) kindling ...

RBS Shrinks by a Third, Fixed Income Focus From Here on January 13rd

The RBS Group (NYSE:RBS) ended all speculation about the future of its investment banking operations this Thursday with an announcement detailing the sweeping...

MetLife Exits Forward Mortgage Business, Fully Valued at $36 on January 13rd

MetLife Inc ., (NYSE:MET) the largest life insurance company in the U.S., announced its exit from the originating forward residential mortgages ...

ManuLife Heads for $13.50 as Canadians Feel Better About Investing on January 13rd

Manulife’s (NYSE:MFC) latest quarterly Investor Sentiment Index (ISI) shows an improvement in the confidence of Canadians in their investment options...

Citigroup Q4 Preview: What We're Watching on January 12nd

Citigroup (NYSE:C) will release results on the 17th of January. As is expected for all major international banks, the revenue from operations...

The 3 Most Important Trends in the Credit Card Industry on January 12nd

The past year was quite eventful for the credit card industry. The Dodd-Frank financial reforms bill shook the industry with a cap on debit ...

Nasdaq's Pushes Further into Baltics with Lithuania Deal on January 12nd

Nasdaq OMX (NASDAQ:NDAQ) recently announced that it has completed the acquisition of the Central Securities Depository of Lithuania (CSDL). This enables ...

Big Banks May Oppose a LME Acquisition on January 12nd

CME Group (NASDAQ:CME) is one of the potential buyers of the London Metal Exchange (LME) but may face tough opposition from the...

Wells Fargo Q4 Earnings Preview: What We're Watching on January 11st

Wells Fargo (NYSE:WFC) will announce its results for Q4 2011 on January 17 – the same day as Citigroup (NYSE:C)...

Alcoa & Start to Earnings Season Bring Optimism for 2012 Recovery on January 11st

Wall Street managed to look past Europe’s issues on Tuesday, as investors showed renewed confidence at the onset of earnings season. With...

BNY Mellon Shareholder Services Sale Completed, Earnings Next Week on January 11st

BNY Mellon (NYSE:BK) completed the sale of its shareholder services business to Computershare early last week. The deal, which was inked last...

Credit Suisse Plans Second Round of Selling Risky Assets to Employees on January 11st

Credit Suisse (NYSE:CS) wants its employees to help it out of a sticky situation for the second time. The second largest Swiss ...

CME Worth $310, Notches Solid Volume Growth in 2011 on January 11st

CME Group (NASDAQ:CME) retained its crown as the world’s largest futures market last year as it reported a 10% rise in...

Capital One, Card Issuers Gain on Higher Spending on January 10th

The latest figures released by the Federal Reserve show that consumer credit in the U.S. jumped by $20.4 billion in November 2011 to $2.48 ...

Capital One Revised to $48 on Tighter Regulation, Better Credit Quality on January 9th

We have revisited our analysis of Capital One (NYSE:COF) in light of economic conditions and the company’s performance. Capital One ...

Energy

Exxon's New Projects Lift Production Volumes, Stock to $93 on January 13rd

Exxon Mobil (NYSE:XOM), the world’s largest oil company, has seen its production decline over the past few quarters which has...

German December Solar Installations Surge in Race to Beat Subsidy Cuts on January 12nd

The German solar market added an estimated 3 GW of solar capacity in the month of December as developers raced to add capacity before the...

SolarWorld Pursues Anti-Dumping Case Against Chinese Panel Makers in Europe on January 12nd

Yingli Green Energy (NYSE:YGE) and other Chinese panel makers like Suntech Power (NYSE:STP) may face anti-dumping charges in Europe if German...

Duke Updates: Progress Deal on Track, Subsidiaries Join Regional Transmission Group on January 12nd

Duke Energy’s (NYSE:DUK) local subsidiaries Duke Energy Ohio Inc. and Duke Energy Kentucky Inc. joined PJM Interconnection LLC, a ...

Chevron Feels Squeeze on Refinery Margins, Lower Oil Output Than Expected on January 12nd

Oil major Chevron (NYSE:CVX) warned that its Q4 earnings would be slightly below expectations as recovery in oil output was lower than expected...

Exxon Mobil Plauged by Cost Overruns in Kazakhstan on January 12nd

Exxon Mobil (NYSE:XOM) and its partners have requested the Kazakhstan government to consider raising the budget of the massive Kashagan project by over...

BP to Invest More in American Wind Farms on January 12nd

BP (NYSE:BP) along with its partner Sempra Energy is looking to invest more than $1 billion in two wind energy farms in the...

Mild Winter Hurts Natural Gas Demand As Shale Exploration Continues Unabated on January 11st

A mild winter across the U.S. led to lower than expected natural gas demand in December. Natural gas demand for heating purposes appears to...

Chavez Ignores World Bank Ruling in Exxon Nationalization Case on January 10th

Venezuelan President Hugo Chavez made it clear on Sunday that the country would not recognize any judgement issued by the World Bank’s International...

Exxon Looks to Restructure Holiding in Japanese Refinery on January 10th

Exxon Mobil (NYSE:XOM) is in talks to restructure its $3 billion holding in Japanese refining company TonenGeneral Sekiyu, according to a company ...

BP Could Benefit from U.K.'s Libya Involvement on January 10th

BP (NYSE:BP) can expect to increase its activity in Libya as the transitional government gets ready to boost oil revenues. The U.K....

Duke and Progress Energy to Submit New Merger Filing This Month on January 10th

We earlier discussed the Federal Energy Regulatory Commission’s (FERC) objection to the proposed $26 billion Duke Energy (NYSE:DUK) and Progress...

Exxon Settles Dispute With U.S. Over Large Gulf of Mexico Find on January 9th

Exxon Mobil (NYSE:XOM) settled a longstanding dispute with federal agencies on the development of the Julia Deepwater prospect in the U.S. Gulf ...

Basic Materials

Endeavour Silver Corporation Sets New Production Records in 4th Quarter and Withholds Some Silver Production on January 12nd

Today we were in touch with Hugh Clarke, VP Corporate Communications of the Endeavour Silver Corporation (EXK) regarding Endeavour’s 4th Quarter ...

Vale Updates: Ethiopia Investments, China Ties Support $34 Value on January 12nd

Vale (NYSE:VALE) has been successful in attaining an exploration license from the Ministry of Mines in Ethiopia. The exploration area under consideration ...

Two Long/Short Pair Trades For 2012: DGP/GDX and GLD/TIP on January 11st

Pair trading is a trading strategy based on the concepts of statistical arbitrage and convergence. Typically it involves being long one security and short ...

Rio Updates: Buys Interest in Congolese Project, Ongoing Labor Disputes at Alma Smelter on January 11st

Rio Tinto (NYSE:RIO) has paid $1.43 million to Kilo Goldmines to enter into a joint venture at the Isiro Iron Ore Project in...

Rio Tinto Raises Stake in Canadian Hathor to 94% on January 10th

Rio Tinto ‘s (NYSE:RIO) extended offer to acquire all the common shares of Canadian Hathor Exploration expired on January 6, with...

Rio Tinto Slows Production, Locks Out Workers at Alma Smelter Amid Labor Disputes on January 10th

Rio Tinto (NYSE:RIO) recently announced that it will cut production at its Alma smelter in Saguenay-Lac-Saint-Jean, Quebec, by two-thirds due to failed...

Newmont Must Set Up Environmental Fund to Resolve Peru Issues on January 10th

The Peruvian government, in response to the protests related to Newmont Mining ‘s (NYSE:NEM) development of the Minas Conga gold mine...

Alcoa Earnings Preview: Q4 Likely Soft, Long-Term Fundamentals Strong on January 9th

Alcoa (NYSE:AA) plans to release its Q4 earnings after the market closes on Monday. The company has been battling a decline in ...

Rio Tinto Gets Nod For Diamond Mining In India on January 9th

Rio Tinto (NYSE:RIO) has received an approval from the Union Ministry of Mines in India to set up its maiden diamond operations in...

Economic Wobbles Should Benefit Barrick, Gold Miners in 2012 on January 9th

Barrick Gold (NYSE:ABX), the world’s largest gold miner, had a strong 2011 due to its sensitivity to gold prices. ...

Industrials & Transportation

US Airways Updates: Stock Starts Year Off Strong, Slot-Swap for New Routes on January 10th

The year started on a healthy note for US Airways (NYSE:LCC) with the stock outperforming the broader market to record over a 10%...

Higher Oil Prices Would Drive Rail Traffic, Pressure Margins on January 10th

Iran’s threat to block the Strait of Hormuz, through which almost 35% of the world’s seaborne oil shipments travel, could lead...

Kinder Morgan Enters 2012 as Biggest US Midstream Energy Company on January 9th

Kinder Morgan (NYSE:KMI), General Partner of and parent to Kinder Morgan Energy Partners (NYSE:KMP), announced its purchase El Paso Corporation...

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