Trefis: Week in Review 03 March 2012

March 3rd, 2012
in contributors

Written 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 to Trefis staff analysis and blogging opportunities for members.

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Tech, Media, Telecom

Time Warner Extends Online Streaming Adoption with HBO Go App & UltraViolet on March 2nd Time Warner’s (NYSE:TWX) management, which was once not very supportive of the online video streaming industry, has changed its stance...

How Apple Reaches a Trillion Dollar Value on March 2nd Investors continue to lap up the Apple (NASDAQ:AAPL) phenomenon. In the five weeks that have passed since Apple released its FY 2012 ...

Zynga's Dependence on Facebook Won't Go Away Anytime Soon on March 2nd While Zynga (NASDAQ:ZNGA) has finally launched its own platform for social gaming, we do not expect its reliance on Facebook to decrease ...

Akamai's Aura Launch Shows Carrier Dominance on March 2nd Akamai (NASDAQ:AKAM) recently launched “Aura Network Solutions,” a line of managed and licensed CDN offerings aimed at fixed-line and ...

Perfect World Earnings Preview: What We're Watching March 5 on March 2nd Perfect World (NASDAQ:PWRD) will announce its earnings for Q4 2011 on March 5. It is one of the top online gaming companies ...

Viacom Focuses on Growing Streaming Business Using Social Media on March 2nd Viacom (NASDQ:VIA) which had significant success with its filmed entertainment division last year, is focusing on digitizing its content now. Recently during...

Weekly Telecom Notes: Sprint, Verizon and China Telecom on March 2nd The past week saw a few developments in the telecom sector.   Sprint (NYSE:S) announced that it is tapping the debt market for ...

WeeklyMobile Notes: Apple and Nokia on March 2nd The past week saw quite a few developments in the mobile sector. Apple (NASDAQ:AAPL) became only the sixth company ever to top ...

Weekly Tech Summary: Microsoft and Zynga on March 2nd This week was quite eventful for the tech sector with many significant developments related to major companies like Microsoft (NASDAQ:MSFT) and Zynga (NASDAQ:ZYNGA) ...

Fighting for a Piece of Raspberry Pi on March 1st Submitted by Wall St. Daily as part of our contributors program How much are you planning to spend on your next computer? Here’s...

Apple's Victory Over Motorola in Essential Patent Case is Huge on March 1st A few days back, we wrote a story titled Google Wins EU, US Approval to Scoop Up Motorola and its Patents, in which ...

Despite New Accusations News Corp.'s Stock Looks Solid on March 1st The shares of media giant News Corp (NASDAQ:NWS) have risen by about 12% since the beginning of 2012 and by about 33% since...

China Mobile Could Take Unassailable 3G Lead with iPhone on March 1st China’s largest wireless service provider, China Mobile (NYSE:CHL), said last week that it added close to 6 million subscribers in...

The World Is Ready for Android 5, But Are Its Partners? on March 1st With Google’s (NASDAQ:GOOG) Android 5.0 speculated to hit the market in the second quarter of 2012, the question is whether ...

Disney Updates: Upcoming 3D Sci-Fi Movie, Storybook Apps for iOS on March 1st Disney’s (NYSE:DIS) stock has shown some signs of improvement this year, gaining about 12%. The recent earnings results, where ...

Do Activision Blizzard's Jobs Cuts Imply that World of Warcraft's Reign is on the Decline? on March 1st Activision Blizzard (NASDAQ:ATVI) announced Wednesday that it was laying off around 600 of its employees. In its statement, the company announced that...

Nokia Seeks to Gain Market Share at Android's Expense on March 1st Early this week, Nokia (NYSE:NOK) unveiled a cheaper smartphone based on Microsoft’s (NASDAQ:MSFT) Windows Phone operating system, although...

Microsoft Gives Users A Glimpse of Windows 8 with Consumer Preview on March 1st Microsoft (NASDAQ:MSFT) has officially launched the Consumer Preview version of Windows 8 at the Mobile World Congress 2012. It comes with a ...

China Telecom Looks for iPhone Leverage in 3G Race on February 29th China Telecom (NYSE:CHA) announced last week that it added close to 2.8 million subscribers in January, about 87% of which subscribed to ...

LinkedIn Rolls Out “Follow” Button as Facebook Enters the Patent Fray on February 29th While 2011 was already packed with various social-network based initiatives by LinkedIn (NYSE:LNKD), the company continues to roll out new initiatives. In...

3M India's Profitability Plunges as Growth Targets Look Beyond Reach on February 29th 3M India, the publicly traded subsidiary of 3M (NYSE:MMM), has taken a huge hit on its profits in spite of showing healthy...

Clearwire Cheers Sprint's Plans to Tap Debt Market Again on February 29th Sprint (NYSE:S) is accessing the bond market for the second time in less than four months as the third-largest U.S. wireless carrier ...

Yelp Pre-IPO: 2 Drivers to Growth in Local Advertising on February 29th Yelp (NYSE:YELP) is one of the largest online local business search, review and recommendation service, which enables consumers to access ratings, ...

Time Warner Cable Experiments With Usage-Based Pricing on February 29th Time Warner Cable (NYSE:TWC) is finally testing out customer response to its broadband usage-based pricing. Video consumption has been shifting to the ...

Groupon Shows Impressive Mobile Growth, Expands Further Into Thailand on February 29th According to Groupon’s recent press release, 1 of every 4 Groupons bought in North America was purchased on a mobile device. This...

Yelp New Coverage: $9.30 Pre-IPO Trefis Price Estimate on February 29th Yelp (NYSE:YELP) is one of the largest online business search, review and recommendation service, which enables consumers to access ratings and read...

Verizon to Make the Big LTE Push This Year on February 29th Verizon (NYSE:VZ) may have been the first to launch its 4G LTE network more than a year ago, but customers have yet ...

NBC's Super Bowl Streaming Data Implies Little Impact for Now on February 29th Earlier this month, NBC released its streaming numbers for the Super Bowl. According to the company, about 2.1 million viewers watched its live ...

Apple's Losing Market Share in Pre-Paid Markets with No iPhone Subsidies on February 29th It seems that Apple’s (NASDAQ:AAPL) strategy of not subsidizing the iPhone prices in predominantly pre-paid markets is working against it, although ...

Groupon's Shopping Spree Continues With Uptake Acquisition on February 29th Groupon’s (NASDAQ:GRPN) small acquisitions spree is showing no signs of slowing in 2012. The latest one is Uptake, a start-up...

Retailers Slash iPad 2 Prices Ahead of Anticipated iPad 3 Launch on February 28th While speculation is rife that Apple (NASDAQ:AAPL) may come out with the iPad 3 on March 7th, the date for which the ...

Nokia Life Helps Entrepreneurs in Developing Countries on February 28th Submitted by TechNode as part of our contributors program Mobile World Congress Barcelona 2012 has kicked off and the first big presentation is from Nokia...

Time Warner Cable's MSG Deal Keeps Customers Happy, Adds Little to Bottom Line on February 28th Following a dispute that lasted for almost two months, Time Warner Cable (NYSE:TWC) and MSG networks have finally reached a multi-year deal ...

The iPad 3 Will Help Apple Stay Atop the Mobile PC Market on February 28th Apple (NASDAQ:AAPL) has proclaimed for a long time that we are now in a post-PC era, in which people would no longer ...

Pandora Earnings Preview: Competition and Cotent Costs in Focus on February 28th Pandora Media (NYSE:P), the leader in Internet radio in the U.S., will release its Q4 and full year fiscal 2012 results ...

Netflix Bolsters Content as Competition Heats Up on February 28th Netflix’s (NASDAQ:NFLX) stock suffered a notable decline during the past week after Comcast (NASDAQ:CMCSA) introduced its lower priced streaming...

TI Hopes Smartphone Chips Outshine Nvidia, Qualcomm at Mobile World Congress on February 28th In anticipation of the Mobile World Congress 2012 in Barcelona, which began Monday, Texas Instruments (NYSE:TXN) has released a marketing video comparing...

Yahoo Turns To Patent Warfare with Facebook in Desperation on February 28th In what can be termed as an unpleasant surprise, Yahoo (NASDAQ:YHOO) recently claimed that social networking giant Facebook is infringing on around ...

Icahn Shows the Value in Activism With Motorola Investment on February 28th Carl Icahn’s long-standing association with Motorola seems to be drawing to an end after Motorola Solutions (NYSE:MSI) announced Monday that it...

AOL Launches Pictela Platform To Attract Advertisers on February 28th AOL (NYSE:AOL) is making yet another bid at improving its display ad monetization. The company recently launched the beta version of Pictela,...

After Yahoo, Are Things About to Turn Ugly for AOL? on February 28th Investors have been much more patient with AOL (NYSE:AOL) compared to Yahoo (NASDAQ:YHOO), even though both the companies have been ...

Pay-TV’s Worst Nightmare is About to Come True on February 28th Submitted by Wall St. Daily as part of our contributors program Watch out Comcast (Nasdaq: CMCSA ), Time Warner (NYSE: TWX )...

Foxconn’s “iFactory” Goes Under the Microscope on February 28th Submitted by Wall St. Daily as part of our contributors program Last month, The New York Times examined why Apple (Nasdaq: AAPL )...

14 High Yield Stocks With Low Debt Ratios That Are Still Cheap In Terms Of Growth on February 28th This article was submitted by Dividend Yield using our Trefis Contributors tool Stocks With Low PEG Ratios And Low Debt To Equity Researched By Dividend...

Qualcomm Paves the Way for an Apple-China Mobile iPhone Deal on February 28th When Apple (NYSE:AAPL) added China Telecom (NYSE:CHA) as the second wireless carrier to sell the iPhone 4S in China, we ...

Nokia Still Struggles Despite Being the Largest Windows Phone Player on February 27th Nokia (NYSE:NOK) announced its partnership with Microsoft (NASDAQ:MSFT) last year after seeing its Symbian operating system lose customer appeal and its...

Qualcomm To Showcase Dual-Core Krait Processors At Mobile World Congress on February 27th If you have been planning on buying a smartphone with a quad-core processor right now, Qualcomm (NASDAQ:QCOM) just asked you to wait....

AMD's Stock Headed for $9 as the PC Market Recovers on February 27th AMD (NYSE:AMD) struggled last year under the shadow of its rival Intel (NASDAQ:INTC) in the PC microprocessor market and against Nvidia...

HP's Worth $38 as Impending Recovery Supports Outlook on February 27th HP (NYSE:HPQ) announced its Q1 12 earnings results last Wednesday after the close only to see its stock tumble by six and a...

iPhone 4S Helps Apple Lead Mobile Ad Impressions Market on February 27th The iPhone 4S lifted Apple ‘s (NASDAQ:AAPL) fortunes with the stock now hovering at an all-time high price of $520 from ...

Google's Entry Into Tablets May Be Fraught with Risks on February 27th Rumors around Google’s (NASDAQ:GOOG) entry into the tablet market is gathering steam. According to a report, Google may introduce a 7...

How CBS Can Benefit From the Growing Streaming Market on February 27th For CBS (NYSE:CS), its licensing business is a reasonably important one as it helps CBS shows earn money when they run on ...

China Unicom Well Poised to Tap Growing 3G Demand on February 27th China’s second largest wireless service provider, China Unicom (NYSE:CHU), said last week that it added 3.23 million subscribers in January...

Netflix's Competition Abounds, Innovation is the Key for Subscriber Growth on February 27th Netflix’s (NASDAQ:NFLX) story can be summarized using the above stock chart – a momentous rise, and then a momentous ...

Five S&P 500 High Yield Stocks With Double Digit Earnings Growth on February 27th This article was submitted by Dividend Yield using our Trefis Contributors tool The S&P 500 index is a popular used tool by investors...

Salesforce.com Fails to Clamp Down on Expenses, Overshoots $120 Fair Value on February 27th Salesforce.com (NYSE:CRM) reported its earnings for Q4 FY12, with its revenue reaching a record high of $632 million, up 38% year-over-year. ...

Sina Earnings Preview: What We're Watching February 27 on February 27th Sina (NASDAQ:SINA) will announce its earnings for Q4 2011 on February 27, with the complete earnings report coming out later this week....

Consumer

K-Cup Portion Packs Portfolio and Innovation Steer Green Mountain Ahead on March 2nd Green Mountain Coffee Roasters (NASDAQ:GMCR) sells more than 200 varieties of K-Cup portion packs including brands of coffee, tea, hot apple cider...

Macau's Gaming Growth Roars, Taking Wynn and LVS Higher on March 2nd Macau witnessed an impressive 22% growth year-over-year (yoy) in revenues in February. This growth is more noteworthy as the calendar shift moved the ...

Cadbury Acquisition Starting to Reap Benefits for Kraft on March 2nd Kraft Foods ‘ (NYSE:KFT) Cadbury acquisition is starting to yield results as the company is able to leverage the high brand recognition...

India is the Next Battleground for Starbucks & Dunkin' Donuts on March 2nd Barely a couple of weeks after Starbucks (NASDAQ:SBUX) announced its plans to partner with Tata Beverages to open its first outlet in India...

PepsiCo Eyes Opportunity in U.S. Dairy Market, Invests $200 Million on March 2nd PepsiCo (NYSE:PEP) and Germany’s biggest dairy, Theo Müller Gmbh, are investing $206 million in the New York town of Batavia...

Ford Announces Latest in Mobile Voice Controlled Cars with SYNC and Cloud Technology on March 1st Submitted by TechNode as part of our contributors program At Mobile World Congress Barcelona 2012, the symbiosis between mobile and auto is clear with ...

9 Most Profitable Dividend Achievers on February 29th This article was submitted by Dividend Yield using our Trefis Contributors tool Dividend Achievers With High Return On Investments And Great Operating Margins Researched By...

Kimberly-Clark Update: Kotex Achieves Billion-Dollar Brand Status on February 28th Kimberly-Clark ‘s (NYSE:KMB) Kotex is now a billion-dollar brand . The brand’s sales exceeded $1 billion in 2011, and...

Lowe's Earnings: Working On its Bottom-Line As Sales Improve on February 28th Lowe’s (NYSE:LOW) recently announced that its Q4 earnings that were better than expectations with double digit revenue growth as homeowners took...

McDonald's Drives Sales Growth with New Menu Items, Restaurant Upgrades on February 27th McDonald’s (NYSE:MCD) continued with its strong performance registering 6.7% growth in the global same-store sales in January 2012. For 2011,...

Cola Wars Heat Up as PepsiCo Makes Beverages Push on February 27th The cola wars are heating up again. It is not just the $600 million of additional marketing spend but also a combination of new ...

Target Worth $62, Stock Edges Higher on Solid Results on February 27th Target (NYSE:TGT) reported an approximately 5% fall in Q4 profits owing to the holiday discounts to drive sales. Other retailers like Wal-Mart ...

Industrials & Transportation

Transocean Estimate Revised to $58 on Weak Revenue Growth, Margins on March 2nd Rig operator Transocean (NYSE:RIG) recently announced fourth quarter and full-year 2011 results, reporting a full-year loss with $5.2 billion of impairment charges ...

United Technologies Coverage Launch: $102 Price Estimate, China to Drive Growth on March 2nd United Technologies Corporation (NYSE:UTX) is a diversified industrial and technology conglomerate, offering products and services such as aircraft engines, escalators and elevators...

Caterpillar Expands Footprint in Japan with Eye on Growth on March 1st Caterpillar Japan, the subsidiary of construction and mining equipment major Caterpillar (NYSE:CAT), has acquired a 100% stake in Caterpillar Tohoku, an ...

Transocean Could Face $473 Million in Back Taxes on March 1st Rig operator Transocean (NYSE:RIG) revealed in its annual filing that it could face up to $473 million in U.S. back taxes for ...

Foreign Military Sales of Lockheed's F-35 in Danger Of Being Cut on March 1st Japan may consider cancelling its F-35 orders if price over-runs and as delivery delays continue. The development is a worrying sign for Lockheed ...

GE Provides Financing to Healthcare Device Manufacturer Insightec on February 29th General Electric (NYSE:GE) has made a small investment of $13.75M in Insightec, a manufacturer of MRI guided focused ultrasound devices for the ...

Corning's Ready for a Recovery, Fair Value $16.50 on February 28th Corning (NYSE:GLW) is going through a rough patch after delivering below expectations for its fourth quarter earnings. Its earnings in the short ...

GE is Well Positioned for the Global Recovery on February 28th General Electric (NYSE:GE) has very often been regarded as a bellwether for American industrial and transportation because of its size and presence in...

Low Gas Prices Will Weigh on Baker Hughes' Pricing in North America on February 28th Oil field services players like Baker Hughes (NYSE:BHI) and Halliburton (NYSE:HAL) that have significant exposure to the North America market may...

Warren Buffett's Five Best Yielding Stock Holdings on February 28th This article was submitted by Dividend Yield using our Trefis Contributors tool ...

Caterpillar Looks on Track with Vision 2020 Strategy on February 27th Caterpillar’s (NYSE:CAT) strategy called Vision 2020 is focused on a number of parameters which Caterpillar believes are the keys to sustained...

The Best Dogs of the Dow Jones As Of February 2012 on February 27th This article was submitted by Dividend Yield using our Trefis Contributors tool Here is an updated sheet of the 10 best Dogs of the Dow...

Financial Services

Discover Posts Strong Growth in Transaction Processing Volumes in 2011 on March 2nd Discover Financial Services (NYSE:DFS) has seen strong growth in the number of transactions over its PULSE network in 2011. Total transaction volume ...

NYSE Launches Mini-Options on Precious Metals to Tap Demand on March 1st NYSE Euronext (NYSE:NYX) has successfully launched mini-sized options on gold and silver futures contracts in an effort to tap the growing demand for...

Discover Partners With Obopay to Provide Real-Time Mobile Payment Solution on March 1st PULSE, a leading debit/ATM network and part of Discover Financial Services (NYSE:DFS), has signed an agreement with Obopay Inc., ...

Credit Card Default Rates Rise in January for Capital One on March 1st Capital One (NYSE:COF) reported an increase in the rates at which its customers defaulted on credit card balances in January, after seeing ...

Prudential Assumes Longevity Risk of Rothesay Life on March 1st Prudential Financial (NYSE:PRU) recently assumed the longevity risk of Rothesay Life, a wholly-owned subsidiary of Goldman Sachs (NYSE:GS) under a ...

Variable Annuity Sales Decline As Insurers Become More Risk Averse on February 29th Variable annuity sales in the U.S. fell marginally to $38.4 billion in the fourth quarter of 2011, after seeing an increase for six consecutive...

Visa Partners With Vodafone To Offer Mobile Payment Service on February 29th Visa (NYSE:V) has partnered with Vodafone to offer consumers the ability to pay for goods and services using their mobile phones instead of...

Capital One Completes ING Direct Deal, But Still Has to Win Over Its Customers on February 28th Capital One (NYSE:COF) recently completed the acquisition of ING Direct USA from the ING Groep. The $9 billion deal, which includes $6.3...

Hedge Fund Manager Paulson Tells Hartford to Split Company in Two on February 27th Fund manager John Paulson who runs the investment company Paulson & Co., the largest shareholder of the Hartford Financial Services Group (NYSE:...

The Best Stocks With Dividend Growth From Last Week (February 20-26, 2012) on February 27th This article was submitted by Dividend Yield using our Trefis Contributors tool Stocks With Biggest Dividend Hikes From Last Week by Dividend Yield – Stock...

Energy

Germany Pushes Ahead With Solar Cuts on March 2nd The proposed subsidy cuts on solar power generation in Germany have moved a step closer to being implemented after Chancellor Merkel’s cabinet approved...

Trina Solar: Price Estimate Revised Below $10 on Disappointing Margins on March 2nd Trina Solar (NYSE:TSL) recently announced its fourth quarter and full year 2011, posting higher than expected sales volumes but a fall in ...

Natural Gas Prices Supressed on High Inventories Despite Production Cuts on March 2nd Natural gas prices in the U.S. dropped by almost 6% after an EIA report showed that underground inventories showed a smaller than expected fall ...

Kinder Morgan Updates: Trans Mountain Expansion & Investment In Gulf Coast Terminals on March 1st Kinder Morgan Partners (NYSE:KMP) is in the process of deciding on its $3.8 billion Trans Mountain pipeline expansion by the end of March...

Alpha Natural Resources Lowers 2012 Guidance Due to Lower Coal Demand on March 1st For Alpha Natural Resources (NYSE:ANR), the fourth quarter of 2011 was marked with declining coal demand as a result of slowing economic ...

Brazil Court Blocks Bid to Suspend Chevron's Operations in Country on February 29th A federal judge with a court in Rio de Janeiro blocked an injunction asking for the suspension of Chevron’s oil operations in Brazil...

Germany Faces Protests Over Plans for Subsidy Cuts on February 29th The German government’s plan to reduce solar subsidies have met some opposition from the local solar industry and voices within the political parties...

BP May be Close to Reaching Settlement With Spill Victims on February 27th British oil major BP (NYSE:BP) is said to be pursuing talks with plaintiffs seeking claims over the U.S. Gulf of Mexico disaster....

Basic Materials

ArcelorMittal Invests in a Plant or Nicolas Sarkozy? on March 2nd Steel behemoth ArcelorMittal (NYSE:MT) will invest about $23 million to relaunch a furnace at a plant in french city Florange after holding discussions...

Gold & Silver – Daily Outlook March 2nd 2012 on March 2nd This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold and silver bounced back from Wednesday’s...

DuPont and Dow Invest Heavily in Agriculture on March 2nd DuPont (NYSE:DD) and Dow Chemical (NYSE:DOW) are market leaders in developing agricultural products and technologies used by farmers to maximize yield...

Best Dividend Paying Stock List As Of March 2012 on March 1st This article was submitted by Dividend Yield using our Trefis Contributors tool Best Dividend Paying Stocks Lists By Dividend Yield – Stock, Capital, Investment...

Gold and Silver Outlook for March 2012 on February 29th This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Following the sharp gains for gold and silver during...

Gold & Silver – Daily Outlook February 28 on February 28th This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold and silver slightly fell on Friday after they...

Gold and Silver Weekly Forecast for February 27- March 2 on February 27th This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold and silver made a comeback as their prices...

Health Care

Johnson & Johnson New Coverage: $72.50 Trefis Price Estimate on March 2nd Johnson & Johnson (NYSE:JNJ) was founded by three brothers in 1886 to produce first aid kits. Today, it has grown into...

Abbott Labs Signs Deal to Take On New Entrants in Autoimmune Market on March 1st Abbott Labs (NYSE:ABT) on Wednesday announced to enter into a deal with Galapagos to develop and commercialize an oral JAK1 inhibitor in Phase...

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Previous Trefis Week in Review articles.









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