Trefis: Week in Review 17 March 2012

March 18th, 2012
in b2evolution

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

3 Key Takeaways from Buffett’s Latest Letter on March 16th
Submitted by Sizemore Investment Letter as part of our contributors program The Oracle of Omaha has had a lot to say in recent years, ...

Oracle Earnings Preview: What We're Watching on March 16th
Oracle (NASDAQ:ORCL) will report its Q3 FY12 earnings on March 20. Oracle had a rocky last quarter with almost flat earnings as ...

EMC Hits its Stride, Market Share Gains Expected in 2012 on March 16th
EMC (NYSE:EMC), the global leader in disk storage systems market, continued to dominate the storage software market in the fourth quarter of...

Weekly Telecom Notes: China Telecom, China Mobile and Verizon on March 16th
The past week saw quite a few developments in the Chinese telecom sector. China Telecom (NYSE:CHA) became the second wireless carrier in ...

Weekly Tech Summary: Microsoft, Zynga & Sina on March 16th
This week was quite eventful for the tech sector with a lot of significant developments related to major companies like Microsoft (NASDAQ:MSFT), ...

Microsoft May Offer Windows Phone App Support on Windows 8 on March 16th
Microsoft (NASDAQ:MSFT) will launch the next version of Windows – Windows 8 – later this year. It will be one ...

Adobe Earnings Preview: What We're Watching on March 16th
Adobe (NASDAQ:ADBE) will report its Q4 FY11 earnings on March 19. We take a quick look at a few key drivers that ...

Perfect World 2011 Earnings Impress, Driven by International Games on March 16th
Perfect World (NASDAQ:PWRD) announced its earnings for Q4 2011, with total revenues reaching $475 million for 2011, implying year-over-year revenue growth of...

China Mobile's Results Show Higher 3G Adoption; Huge Potential Remains Untapped on March 15th
China Mobile (NYSE:CHL), the world’s largest cellular service provider by subscriber base, announced its annual results for 2011 today. ...

Motorola Solutions to Benefit from Public Safety Broadband Spending on March 15th
Motorola Solutions (NYSE:MSI) could benefit hugely from the recent Congressional approval of a payroll tax bill that allows the The Federal Communications Commission...

Microsoft Launches Azure Accelerator to Boost Usage on March 15th
Microsoft (NASDAQ:MSFT) has launched a new accelerator to encourage more start-ups to use its Windows Azure platform to build their cloud-based applications and...

IBM Could Become the Biggest Player in the Cloud on March 15th
Last week, IBM (NYSE: IBM) unveiled a new offering – IBM SmartCloud Foundation – to help companies speed up delivery, ...

Sina Eyes Next Big Opportunity in Social E-commerce Platform on March 15th
Sina (NASDAQ:SINA), the Chinese Internet giant, recently announced that it is focusing on improving the monetization of its online properties, particularly ...

AMD Looks to Recoup Lost Server Market Share with ARM on March 15th
AMD (NYSE:AMD) certainly has a keen eye on the server microprocessor market, and why shouldn’t it? After all it once...

Verizon Gets Aggressive with LTE to Drive Adoption Levels on March 15th
Verizon (NYSE:VZ) may have been the first to launch its 4G LTE network more than a year ago, but customers haven’...

How Big Are Intel's Pay-TV Plans? on March 15th
The computer chip giant Intel (NASDAQ:INTC) is looking to expand into a brand new arena, something that does not directly pertain to ...

Zynga's Secondary Offering to Allow Some Employees to Cash Out on March 15th
Zynga (NASDAQ:ZNGA) has registered for a $400 million secondary offering with the SEC, which will enable certain shareholders to exit their investments ...

Microsoft Continues to Bleed Smartphone Market Share in the US; All Hopes on Tango on March 15th
Microsoft (NASDAQ:MSFT) launched Windows Phone more than a year ago, but has failed to gain any significant traction yet while Apple ‘...

Salesforce.com Ventures into ERP with Infor on March 15th
While Salesforce.com (NYSE:CRM) has been dominating the CRM market when it comes to cloud based software, it hasn’t made any ...

Qualcomm Leads the LTE Charge In 2012 on March 15th
Ever since Apple (NASDAQ:AAPL) announced that its latest iPad will ship in a LTE variant, Qualcomm (NASDAQ:QCOM) shares have continued ...

AOL Has Patents, But Will it Behave Like Yahoo? on March 15th
After Yahoo (NASDAQ:YHOO) threw in an unpleasant surprise by suing Facebook for patent infringement, a recent report suggests that even AOL (NYSE...

Best Recommended High Yield Dividend Challengers on March 15th
This article was submitted by Dividend Yield using our Trefis Contributors tool High Yield Dividend Challengers With Buy Or Better Recommendation Researched By Dividend Yield...

TWC Launches Enhanced iTV but Don't Get Excited with the Fancy Name on March 14th
Time Warner Cable (NYSE:TWC) recently launched its ‘enhanced iTV ‘ offering for advertisers. With enhanced iTV, viewers will be ...

Solid State Drivers Worth 30% of SanDisk's Stock Value on March 14th
The importance of Solid State Drive (SSD) technology for SanDisk (NASDAQ:SNDK) can hardly be over stated. While the adoption of flash ...

Nokia Working on a Windows 8 Tablet with Microsoft on March 14th
Microsoft (NASDAQ:MSFT) recently launched the Consumer Preview version of Windows 8, and will presumably launch the final version by mid 2012. We...

SAP Launches Business One OnDemand ERP with Partners on March 14th
SAP (NYSE:SAP) has announced a new cloud-based version of its Business One ERP suite, which will be sold through its partners as ...

Verisign Sits Pretty at $39, Registered Half of All Domain Names on March 14th
Verisign (NASDAQ:VRSN) just released some numbers which reveal the state of the Internet domain industry. The number of total domain names globally ...

Netflix is Striking Out in Search for Pay-TV Partners on March 14th
Netflix’s (NASDAQ:NFLX) proposal of partnering with a pay-TV company has been reportedly turned down by some of the big names in...

China Telecom Sets Sights on China Unicom with iPhone 4S Launch on March 14th
China Telecom (NYSE:CHA) launched the iPhone 4S on its network Friday, becoming only the second carrier in the country to officially offer ...

Google is Asking Way Too Much for Motorola's TV Set-Top Box Business on March 14th
Hardly have the U.S. and European regulatory bodies signed off on its $12.5 billion acquisition of Motorola Mobility (NYSE:MMI), Google (NASDAQ:...

CNN's Digital Acquisitions – Is Mashable Next? on March 13rd
Time Warner’s (NYSE:TWX) CNN, which was once the first news channel to provide 24-hour news coverage, has been lately...

Microsoft Could Look to Scrap Optical Drives in Next Xbox on March 13rd
As the expected launch date for the next version of the Xbox gaming console – the Xbox 720 or the Xbox Next –...

What Does Yahoo's Lawsuit Mean for Facebook's IPO? on March 13rd
By filing a patent infringement lawsuit against Facebook, (( Yahoo Sues Facebook for Patent Infringement, Which Social Network Calls “Puzzling” ...

PayPal Might Have a Dongle of its Own to Rival Square on March 13rd
The innovative payment tool for small businesses Square is processing over $4 billion in payments per year. That is exactly the same as PayPal&...

Oracle Launches New Appliance for Network Equipment Providers After GoAhead Deal on March 13rd
Oracle (NASDAQ:ORCL) has launched a new hardware appliance – the Oracle Communications Service Availability Machine – which is aimed at network...

Chinese User ID Requirements an Overhang for Sina's Weibo Growth on March 13rd
Sina (NASDAQ:SINA) recently announced its Q4 2011 earnings with encouraging growth in display advertising revenues thanks to the increasing traffic to its online...

Adobe Unveils Shadow, A Mobile Web Design Utility on March 13rd
Adobe (NASDAQ:ADBE) recently introduced Shadow, and no this is not a digital knock off of the famous 1930′s radio show The...

Monster Will See Brighter Days Ahead as Employment Conditions Improve on March 13rd
While it continues to face the heat from professional network LinkedIn (NYSE:LNKD), Monster Worldwide (NYSE:MWW) may be looking at a ...

The Rise and Fall of Android – And a Massive Opportunity for Windows Phone on March 13rd
Even though Google’s (NASDAQ:GOOG) Android currently dominates the global smartphone market with Apple ‘s (NASDAQ:AAPL) iOS coming ...

Xbox 360 #1 Console in February, Continues to Dominate on March 13rd
While February wasn’t a very good month for video game publishers with sales falling more than 20% year-over-year, it was a pretty ...

Amazon Considers Original Content to Take on Netflix on March 13rd
Although  Netflix (NASDAQ:NFLX) has shown signs of recovery and expects to get back on fast paced subscriber growth, competition has been intensifying....

Akamai Defends its Moat with Cotendo Acquisition on March 13rd
Akamai (NASDAQ:AKAM) announced last week that it has completed the acquisition of Cotendo, a smaller Israeli rival which was making some rapid ...

Microsoft Slashes Azure Pricing; Follows Amazon in a Race to the Bottom on March 13rd
Microsoft (NASDAQ:MSFT) offers Azure as a cloud computing platform for developers enabling them to build, host and easily scale web applications using ...

5 Bargain Stocks With Significant Cash On the Books on March 13rd
Submitted by Shailesh Kumar of Value Stock Guide Cash and cash equivalents are the easiest balance sheet line items to value. Typically they can ...

2 Factors Driving Yelp's Brand Advertising Business on March 12nd
Yelp (NYSE:YELP) is one of the largest online local business search, review and recommendation service, which enables consumers to access ratings, ...

Sirius XM Can Reach $2.60 if Auto Market Momentum Continues on March 12nd
Sirius XM (NASDAQ:SIRI) gained about 1.7 million net subscribers in 2011, thus beating its own guidance. The company expects to gain 1.3...

Can NBC Become a Sports Programming Giant? on March 12nd
Back in January 2012, we wrote on how Comcast (NASDAQ:CMCSA), via its NBCUniversal arm, is trying get a bigger share of ...

Will the ‘New iPad' Kill the Playbook's Momentum? on March 12nd
It’s too early to say but  Research in Motion (NASDAQ:RIMM) is making sure it promote every bit of success that comes...

DoJ May Slap Apple with Anti-Trust Lawsuit for Fixing eBook Prices on March 12nd
Apple (NASDAQ:AAPL) and five large book publishers could be slapped with a lawsuit by the U.S. Department of Justice for allegedly colluding ...Pandora Results Show the Opportunities and Risks Ahead
on March 12nd
Pandora Media’s (NYSE:P) stock suffered a significant drop last week when the company announced its fourth quarter and full year fiscal...

Financial Services

Financials Weekly Notes: BofA, JPMorgan & UBS on March 16th
Bank stocks rocketed over this week with the Federal Reserve publishing the results of its must awaited stress test. With almost all banks being ...

The Fed's Stress Test: Why Does it Matter? on March 15th
The Federal Reserve’s stress test for banks gained a lot of attention earlier this week after it published its Comprehensive Capital Analysis and...

MasterCard Targets its Next Billion Customers through Mobile Partnerships on March 15th
The MasterCard Mobile Money Partnership Program is a global initiative by MasterCard (NYSE:MA) to provide financial services to more than 2.5 billion financially...

Visa and MasterCard Report Higher Payments Volume in Feb on March 15th
Visa (NYSE:V) and MasterCard (NYSE:MA), the two largest credit card processors in the world, have reported continued growth in their...

UBS Slashes Compensation Pool By 40%, Stock Worth $16 on March 15th
UBS (NYSE:UBS) published its annual report for 2011 early Thursday, and while its financial performance for last year was already made public ...

Prudential Exits Individual Long-Term Care Market on March 14th
Long Term Care (LTC) insurance is one of the riskiest products offered by the U.S. life insurers and, Prudential Financial (NYSE:PRU)...

U.S. Bancorp's Appetite for Failed Banks Shows its Strength on March 14th
The past few years haven’t been the best time to be a bank. One look at the Federal Deposit Insurance Corporation’...

MetLife Fumes as it Fails Fed Stress Test on March 14th
MetLife (NYSE:MET) was one of four companies that failed the Federal Reserve’s Comprehensive Capital Analysis and Review (CCAR) test, ...

Manulife's Asian Focused Growth Plans on Track on March 14th
The Asian life insurance and wealth management business is Manulife’s (NYSE:MFC) largest source of value, accounting for about 26% of ...

Credit Suisse Continues Scramble to Shore Up Capital on March 14th
Credit Suisse’s (NYSE:CS) eagerness to adhere to the stringent capital requirements imposed on it by Swiss regulators continues to show as...

JPMorgan's Dividend Announcement and Buyback Fires Up Bank Stocks on March 14th
Most banks had a field day yesterday led by banking giant  JPMorgan (NYSE:JPM) which announced that the Federal Reserve has cleared its plan...

Foreclosure Settlement Makes it to Federal Court for Approval on March 13rd
In what comes as a relief for the country’s 5 biggest mortgage servicers – and their investors – the U.S. ...

U.K. Banks Now Sued Over Derivatives Mis-Selling on March 12nd
The British banks seem to find company in misery as the latest set of lawsuits against the U.K.’s Big Four in relation ...

CME Group in Talks to Acquire a Stake in Tokyo Commodity Exchange on March 12nd
Japan’s largest commodity exchange, The Tokyo Commodity Exchange Inc. (Tocom), is seeking a capital and business alliance with CME Group ...

The Best Stocks With Dividend Growth From Last Week (March 05 – 11, 2012) on March 12nd
This article was submitted by Dividend Yield using our Trefis Contributors tool Stocks With Biggest Dividend Hikes From Last Week by Dividend Yield – Stock...

Consumer

Best Buy Gets into Fighting Shape for E-Commerce Expansion on March 16th
Like all other retailers,  Best Buy (NYSE:BBY) is also working hard to remain competitive in the online market. Technological revolution and increasing...

American Eagle Recovers from the Inventory Blues on March 16th
Teen specialty retailer  American Eagle Outfitters (NYSE:AEO) reported earnings March 7th, posting a net sales increase of 14% to $1.04 billion, compared...

PepsiCo is More than a Cola Company, Worth $71 on March 16th
PepsiCo (NYSE:PEP) has been under fire especially with the latest earnings not meeting investor expectations. There was news that Indra Nooyi might ...

Macau's Burgeoning Growth Lifts Outlook for Wynn, LVS on March 16th
Macau is of huge importance for gaming companies as the region is still witnessing impressive growth rates. For instance, it recorded 22% growth year-over-year...

How Cola Companies Are Winning the War Against Obesity on March 16th
It might be a tough road ahead for soft drink companies such as Coca-Cola Co (NYSE:KO) and PepsiCo (NYSE:PEP) as the...

Golden Arches Experiments with McBakery, $100 Fair Value on March 16th
McDonald’s (NYSE:MCD) is looking to expand its bakery offerings by introducing new items such as muffins, banana breads and cheese ...

Best Buy Hires Starbucks CIO to Boost Online Sales on March 16th
Best Buy (NYSE:BBY) recently hired former Starbucks’ (NASDAQ:SBUX) CIO, Stephen Gillett, in order to boost its online sales....

Urban's Women's Business Zaps Margins, Focus Needed for Recovery on March 16th
Urban Outfitters (NASDAQ:URBN) posted disappointing quarterly results with Q4 margins declining by a massive 9.5 percentage points due to increased markdowns to clear...

Starbucks, Wal-Mart Rain on Green Mountain's Parade with Single-Serve Coffee Plans on March 14th
The competition in the single-serve coffee segment is intensifying with many companies interested in grabbing a share of the growing market. Recently Starbucks (NASDAQ...

Walgreen February Sales Suffer Post Express Scripts on March 14th
Walgreen (NYSE:WAG) reported sluggish February sales as it filled 10% fewer prescriptions due to its contract expiration with Express Scripts (NYSE:ESRX)...

Rite Aid Improves Sales But Still Trails Peers on March 14th
Rite Aid (NYSE:RAD) recently announced its February sales with same store sales increasing 3.1% and pharmacy same store sales growing 3.7% (y/...

8 High Yield Stocks Close to New 52-Week Highs on March 13rd
This article was submitted by Dividend Yield using our Trefis Contributors tool High Dividend Yield Stocks Close To New Highs By Dividend Yield – Stock...

Kimberly-Clark Needs Fatter Margins to Drive Fair Value Higher on March 12nd
Kimberly-Clark’s (NYSE:KMB) personal care division generates lower sales than the consumer and professional tissues segment, but it contributes a higher ...

The Best Dividend Stocks From Service Sector on March 12nd
This article was submitted by Dividend Yield using our Trefis Contributors tool Services Dividend Stocks With High Return On Investments And Big Operating Margins Researched...

Energy

Chevron Suspends Production in Brazil After Fresh Leak on March 16th
Chevron (NYSE:CVX) filed for a temporary suspension of production at its Frade fields in offshore Brazil after the detection of a small oil...

U.S. to Release Oil Reserves in Coordinated Effort on March 16th
The U.S. and the U.K. may agree to release crude from government held strategic reserves to bring down high oil prices. Globally, oil...

Chevron Bets on Growth from Deepwater and LNG Projects on March 15th
Oil major Chevron (NYSE:CVX) revealed its plans to increase its output over the next 5 years on the back of deepwater, unconventionals ...

The Downside of High Oil Prices for Exxon, Oil Majors on March 14th
Energy major Exxon Mobil’s (NYSE:XOM) stock has only risen by about 3% in 2012 despite oil prices posting an increase of...

U.S. Solar Market Doubles in 2011, Expected to Grow Further on March 14th
Solar installations in the U.S. more than doubled in 2011 as residential and utility customers installed 1,855 MW of panels. The U.S. market ...

Anadarko Plans Higher Capital Expenditure in 2012 on March 13rd
Anadarko Corp . (NYSE:APC) released it capital program for 2012 earlier this week, projecting a possible 13% increase in its capital spending ...

Suntech: Price Estimate Revised to $3.50 on Volume & Margin Declines on March 12nd
Suntech Power (NYSE:STP) reported its fourth quarter results last week, showing a decline in volumes as well as margins in the last ...

Chesapeake-GE Alliance to Empower Natural Gas Operators on March 12nd
Chesapeake Energy (NYSE:CHK) recently announced a collaboration with General Electric (NYSE:GE) to develop infrastructure solutions to promote natural gas as transportation...

Chevron Sticks to Shale Exploration Despite Low Prices on March 12nd
Despite low natural gas prices, Chevron ‘s (NYSE:CVX) looks intent on pushing into the natural gas market in the U.S. ...

The Best Basic Material Dividend Stocks on March 12nd
This article was submitted by Dividend Yield using our Trefis Contributors tool Basic Material Dividend Stocks With High Return On Investments And Big Operating Margins...

Basic Materials

Weekly Mining Summary: Freeport, Newmont & Cliffs on March 16th
In last few days, the mining sector has seen some significant developments affecting mining companies across the globe. We summarize a few such developments...

2 Future Growth Drivers for DuPont on March 16th
DuPont (NYSE:DD), the chemical major, has been looking for new avenues for growth. It’s bet on solar and other ...

ArcelorMittal Cautious on Steel, Eyes Mining on March 15th
In the past year, ArcelorMittal’s (NYSE:MT) stock has plunged about 40% as the world’s largest steel company has ...

Cliffs Natural Resources: Doubles Dividend, Focus on Organic Growth on March 15th
After disappointing market with its results last month, Cliffs Natural Resources (NYSE:CLF) brought cheers to investors when it decided to more than ...

Political Risks Weigh on Freeport, Vale & Other Mining Stocks on March 13rd
Global miners have recently witnessed growing political risks that have left investors cautious. Mining stocks like Freeport McMoRan Copper & Gold Inc. (...

Gold & Silver – Daily Outlook March 13 on March 13rd
This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold and silver started off the week falling after...

Alcoa Updates: Secures U.S. Navy R&D Contract, Potential Buyers for Italy Smelter on March 12nd
Alcoa Inc. (NYSE:AA), one of the world’s largest aluminum producers, has secured a $2.1 million R&D contract ...

Industrials & Transportation

Caterpillar Issues Third Dim Sum Bond Offering to Fund Growth in China on March 16th
Caterpillar (NYSE:CAT), the construction and mining equipment manufacturer, has had a stellar year with its stock up nearly 25% this year after...

Schlumberger Looking to Sell Distribution Business on March 15th
Oilfield services provider Schlumberger (NYSE:SLB) is reportedly looking for buyers for its distributions business that provides oilfield supplies. Schlumberger acquired the distribution ...

2 Factors Driving GE's Aviation Business on March 14th
General Electric’s (NYSE:GE) aviation arm GE Aviation is one of the biggest manufacturer of aircraft engines in the world along with...

Johnson Controls Unveils Next Generation Energy Storage Solution on March 13rd
Johnson Controls (NYSE:JCI) will showcase a new storage solution for hybrid and electric powertrains at the ongoing 82nd Auto Salon in Geneva. ...

3M's New Adhesives Help Stock Stick to ~$100 Fair Value on March 12nd
3M (NYSE:MMM) has launched a new range of structural adhesives that offer considerable advantages over the competitor products available in the market currently...

GE Wins Wind Patent Case Against Mitsubishi Heavy on March 12nd
Industrial major General Electric (NYSE:GE) received a major boost in its efforts to capitalize on the wave of renewable energy as it won...

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