Trefis: Week in Review 31 March 2012

March 31st, 2012
in contributors

Written by Trefis Staff

Below is a summary of the activity on Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured 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 Ways Intel Gets To $37 on March 30th

This year is going to be an interesting year for Intel (NASDAQ:INTC) as AMD (NYSE:AMD) looks determined to make a move...

Cisco's ClearAccess Deal Could Breathe New Life Into Routers Business on March 30th

Cisco (NASDAQ:CSCO) has announced its intention to acquire ClearAccess, a privately held network management company, in a deal that is expected to...

Heins Finally Lays Out A Plan For RIM, But Maybe Too Late on March 30th

Research in Motion (NASDAQ:RIMM) announced its fiscal year 2012 Q4 earnings on Thursday and as expected, the results were not much to ...

Weekly Telecom Roundup: Verizon, AT&T and Sprint on March 30th

The past week saw quite a few developments in the telecom sector. Verizon (NYSE:VZ) continued on its quest to heavily promote LTE ...

Weekly Tech Summary: Microsoft & Zynga on March 30th

This week was quite eventful for the tech sector with a lot of significant developments related to major companies like Microsoft (NASDAQ:MSFT) and...

Weekly Internet Update: Google & Facebook on March 30th

Google (NASDAQ:GOOG) and Facebook were in the limelight this week (when are they not?), due to some very significant developments, ...

Google Play Unlikely to Affect Netflix on March 29th

Google Play, launched in March 2012 by Google (NASDAQ:GOOG), is the company’s latest stride to become a major player in...

Microsoft Announces Kinect for Windows Upgrade And Extended Rollout on March 29th

Microsoft (NASDAQ:MSFT) launched the Kinect motion gaming sensor for Windows on February 1 in multiple markets worldwide. Microsoft had been working on ...

Zynga's Rumored Arrival on Xbox Live May Not Be the Right Move on March 29th

Zynga (NASDAQ:ZNGA) is the world’s largest social gaming company with more than 240 million monthly active users. Though Zynga is present ...

Google Drive Reportedly Close to Launch, Minimal Impact on Google's Value on March 29th

Google ‘s (NASDAQ:GOOG) rumored cloud storage offering – Google Drive – may finally be launched in April. It has...

Comcast Offers Free Texting On Xfinity Voice on March 29th

Comcast (NASDA:CMCSA) is offering free texting and the ability to receive voicemail through email to its Xfinity Voice subscribers who subscribe to its...

Google Enables Google+ Hangout Users to Call Any Phone on March 29th

Google (NASDAQ:GOOG) launched its Google+ social network last year to compete with social networking juggernaut Facebook . Though it saw quite a ...

DirecTV Worth $53 on Latin American Growth on March 29th

There are conflicting views floating in the market from two big brokerage firms on DirecTV’s (NASDAQ:DTV) stock. While Nomura Securities ...

Sprint Eyes Spectrum Deal With Dish on March 29th

With spectrum getting more and more difficult to acquire and talks with potential partners falling through, Sprint’s (NYSE:S) spectrum options ...

Adobe Set to Monetize Flash Player on March 28th

Adobe (NASDAQ:ADBE) recently announced the release of Flash Player 11.2 and AIR 3.2 along with a plan to monetize the Flash Player. ...

Microsoft Focused on Content: Pushing Xbox As The Complete Entertainment Hub on March 28th

Microsoft (NASDAQ:MSFT) is one of the biggest players in the gaming console market with its hugely successful Xbox 360 gaming console and the...

Amazon Launches Kindle Touch 3G To Expand Tablet Reach on March 28th

Amazon (NASDAQ:AMZN) launched new versions of its Kindle e-reader in late 2011. It launched its first tablet – the Kindle Fire ...

Facebook Files New S-1; Acknowledges Yahoo and Other Lawsuit Threats on March 28th

Facebook has filed yet another amendment to its S-1 filing in the run-up to its IPO. There aren’t many significant changes ...

Dish Getting Interest From Wireless Carriers For Its Spectrum on March 28th

Sprint (NYSE:S) recently showed interest in forming a partnership with Dish Network (NASDAQ:DISH), offering its network for Dish to host ...

Comcast & Microsoft's Impact Of HBO Go On Xbox on March 28th

We recently wrote an article discussing how Microsoft’s (NASDAQ:MSFT) Xbox is an important new distribution channel for Time Warner’s...

Sprint's LTE Plans Are Coming Up Short As iPhone 5 Approaches on March 28th

With the wireless industry moving towards LTE as the two largest U.S. carriers, Verizon (NYSE:VZ) and AT&T (NYSE:T)...

Verizon Gets Aggressive With 4G Plans With Cheapest LTE Smartphone Yet on March 28th

Verizon (NYSE:VZ) may have been the first to launch its 4G LTE network more than a year ago, but customers haven’...

Microsoft Plans to Get All Top iOS/Android Apps on Windows Phone on March 28th

Microsoft (NASDAQ:MSFT) has been spending huge amounts on marketing the Windows Phone, trying to gain market share in the highly competitive smartphone ...

RIM Earnings Preview (March 29): Expectations At An All-Time Low on March 28th

Research in Motion (NASDAQ:RIMM) will announce its fiscal year Q4 2012 earnings on Thursday, March 29. This will be the company’...

Yahoo Cuts Losses, Shuts Down Yahoo Meme on March 28th

Yahoo (NASDAQ:YHOO) has become increasingly desperate in the last couple of quarters to cut costs while revamping the site and improving monetization for...

Google May Launch Commenting Platform Targeting Facebook on March 28th

Google (NASDAQ:GOOG) may be working on a new commenting platform like Facebook Comments, in yet another bid to displace Facebook as the ...

Netflix Against BSkyB Regulatory Probe Despite Content Cost Implications on March 27th

We recently wrote about how Netflix (NASDA:NFLX) can benefit from the regulatory probe against BskyB in the U.K. (see The U.K. ...

GE & 3M Benefit From Indian Budget's Emphasis On Infrastructure, Industrial Spending on March 27th

Earlier this month, Indian finance minister Pranab Mukherjee presented the 81st annual budget of India. India is an important emerging market for industrial conglomerates...

DuPont Looks To Sell Auto Paints, Coatings Units on March 27th

DuPont (NYSE:DD), the chemical major, is looking to sell off its auto-paint division along with a smaller powder coatings unit. The ...

Pandora's Fully Valued As Competition Weighs On Impressesive Growth on March 27th

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

Intel's Valley View Atom Should Be More Than Just Netbooks on March 27th

Recently, The Verge published an article talking about Intel’s (NASDAQ:INTC) leaked core logic roadmap, especially about its 22nm Atom processor...

Baidu Unveils New Cloud Storage Service WangPan on March 27th

Baidu (NASDAQ:BIDU) is one of the largest Chinese Internet giants along with companies like Sina (NASDAQ:SINA), Tencent and Alibaba, and...

Facebook Plans To Make Big Money From Log-Out Ads on March 27th

Facebook is the largest social network in the world with over 800 million users. Thanks to its massive scale and high user engagement, it...

Nokia Faces Big Tests This Year In China And U.S. on March 27th

The next few months will be crucial for Nokia (NYSE:NOK) as it takes on Apple (NASDAQ:AAPL) and Google (NASDAQ:GOOG)...

HBO Go, Comcast Ready Available On Xbox Live Today on March 27th

Microsoft’s (NASDAQ:MSFT) XBox Live service is going to get HBO Go and Comcast’s (NASDAQ:CMCSA) on-demand services starting...

VH1′s Ratings Jump But Does Little For Its Stock Price on March 27th

Viacom’s (NASDAQ:VIA) VH1 has shown significant strength in primetime Television in Q1 of 2012. Its primetime ratings grew by 33% ...

Constant Contact Launches Scan-to-Join, New Mobile Marketing Tool on March 26th

Constant Contact (NASDAQ:CTCT) released a new tool, Scan-to-Join, which enables small businesses to reach more customers and expand their mailing lists using...

AMD Completes SeaMicro Acquisition Headed to $9 on March 26th

AMD (NYSE:AMD) has completed its acquisition of SeaMicro as part of its strategy to regain lost server market share from Intel (NASDAQ:...

Amazon Partners With Eucalyptus To Increase AWS Adoption on March 26th

Amazon (NASDAQ:AMZN) is the world’s largest online retailer and also runs the largest global cloud computing platform – Amazon Web...

Sirius XM's Primed for Growth But Its Priced In At $2.25 on March 26th

Sirius XM (NASDAQ:SIRI) had a good year last year zipping past its own subscriber guidance and growing revenue in the process. The ...

eBay Offloads Rent.com; Focuses on Payments and Mobile Commerce on March 26th

eBay (NASDAQ;EBAY) is selling off one of its online properties – Rent.com – to Primedia, in order to focus on ...

Facebook Aims For $82 B Fair Value Using Free Credits For Virtual Goods on March 26th

Facebook is the largest social network in the world with over 850 million users. Text and display advertising is its most valuable business, accounting...

Adobe to Bolster Digital Marketing Suite With Big Data Capabilities on March 26th

Adobe (NASDAQ:ADBE) is focused primarily on its digital media and digital marketing businesses to drive revenue growth in the coming years. It ...

Groupon Acquires FeeFighters, Expanding Beyond Daily Deals on March 26th

Groupon (NASDAQ:GRPN) has acquired FeeFighters, a company which helps small businesses compare payment providers. FeeFighters is essentially a comparison engine which enables...

iPhone 5 Will Likely Have Corning's Gorilla Glass on March 26th

Apple (NYSE:AAPL) may use Corning’s (NYSE:GLW) Gorilla Glass as the cover glass for its next iPhone. If this ...

Is Windows Phone at a Turning Point? on March 26th

Microsoft (NASDAQ:MSFT) Windows Phone was launched more than a year ago but has failed to gain significant traction and remains in the shadow...

China Unicom's 3G Gains Overshadowed By Subsidy Pressures on March 26th

China Unicom (NYSE:CHU), China’s second largest wireless operator, announced its annual results for 2011 last week. The company said ...

Consumer

Zipcar Weekly Update: Adds New Options With Electric Vehicles And Zipvans on March 30th

Zipcar (NYSE:ZIP) is busy diversifying its vehicle sharing services. It recently rolled out of its van rental service Zipvan in Boston and ...

Is Walgreen's Medco Business At Risk If Express-Medco Merge? on March 30th

As the Express Scripts-Medco Health Solutions merger draws closer to getting the FTC approval, the market is weighing the implications for Walgreen (NYSE:WAG...

Teen Apparel Retailers Gain From Rapid Growth In Apparel and Accessories E-Commerce on March 30th

Apparel and accessories businesses are seeing faster growth than any other e-commerce product segment. According to a recent report by eMarketer, the apparel and...

Procter & Gamble Has Big Plans For China And Emerging Markets Growth on March 30th

With the aim to penetrate deeper into the fast-growing Chinese market, Procter & Gamble (NYSE:PG) recently began the construction of a ...

If Express-Medco Merge, New Walgreen Deal In The Offing? on March 29th

With the strong likelihood that Express Scripts (NYSE:ESRX) – Medco (NYSE:MHS) merger may go through very soon, there is ...

Best Buy Earnings March 29: What We're Watching on March 28th

Best Buy (NYSE:BBY), the largest electronics retailer in the U.S., will announce its fourth quarter and fiscal 2012 results on Thursday,...

At Nearly Half Of PepsiCo's Stock Value, Frito-Lay Continues To Deliver on March 28th

PepsiCo (NYSE:PEP) reported that the annual retail sales of its global “Banner Sun” potato chip portfolio within the Frito-Lay division...

Zipcar Expands “Zipvan” Cargo Van Service To Boston And Washington, D.C on March 28th

Enthused by the strong demand and popularity of San Francisco’s pilot Zipvan service launched in late November, Zipcar (NYSE:ZIP) will ...

Estée Lauder Wins Big From Selling to Travelers in Airports on March 28th

Last year was a fabulous one for Estée Lauder (NYSE:EL) as it saw consistent double-digit growth, improved operating margins and strong market ...

Rite Aid's Smartphone App Helps Seniors Remember Their Meds on March 28th

Rite Aid (NYSE:RAD) is the latest retail chain to launch its smartphone app, following in the steps of bigger players such as ...

Despite High Debt, Revlon Results Support $17 Value on March 28th

After having seen its sales decline between 2007 and 2009, Revlon (NYSE:REV) regained some of its market share and margins in 2010-...

McDonald's Secret Weapon Is Breakfast But Others Are Catching On on March 27th

Breakfast items are spreading across restaurant chains across the country as companies cook up strategies to cash in on the growing opportunity in this segment...

Asian Growth Drives Philip Morris International's $96 Fair Value on March 27th

Philip Morris International’s (NYSE:PM) stock has climbed in 2012 driven by its strong full-year earnings and overall optimism in the macro-economic...

3 Reasons Why McDonald's Is A $100 Stock on March 27th

While McDonald’s (NYSE:MCD) posted gains of more than 40% in 2011, its performance has been worse in 2012 so far....

American Eagle Continues its Strong Run, Stock Touches 52-Week High on March 26th

Teen apparel retailer American Eagle Outfitters (NYSE:AEO) continues its strong run post solid Q4 results, with the stock touching a 52-week ...

Zipcar Launches Its Pilot Large-Scale Electric Vehicle Program In Chicago on March 26th

Zipcar (NYSE:ZIP) has launched its first large-scale electric vehicle (EV) program in Chicago . Electric Vehicles are a natural fit to car-sharing...

Green Mountain's Stock Recovers After Starbucks Extends Partnership on March 26th

The single-serve coffee segment is becoming the most sought after, especially as many prominent players including Starbucks (NASDAQ:SBUX), Wal-Mart (NYSE:WMT)...

Wynn, LVS, MGM Cheer as Macau Makes Big Investments in Infrastructure on March 26th

The Macau government is reinforcing a series of initiatives in order to drive visitor growth in the region. Gaming industry is a key contributor ...

Are Cola Companies Behaving Like Cigarette Companies In The U.S.? on March 26th

The latest report by Beverage Digest, which measures the Carbonated Soft Drinks (CSD) market size in the U.S. points to declining soda consumption...

Drug Retail Weekly Notes: Walgreen, CVS Caremark & Rite Aid on March 26th

Drug retailer Walgreen (NYSE:WAG) is due to announce its 2Q results on Tuesday. There has been recent speculation that Walgreen may be ...

Financial Services

UBS Pays Brokers Top Dollar To Grow U.S. Wealth Management Unit on March 30th

UBS (NYSE:UBS) is literally rewriting the time-tested formula of ”If you can’t beat them, join them.” The...

Bank of America Gets Big Win In Mortgage-Related Lawsuit Against on March 30th

In what is possibly the best news Bank of America (NYSE:BAC) received on the legal front in months, the troubled U.S. lender...

The Fed's Stress Test All-Stars: JPMorgan, Wells Fargo, U.S. Bancorp on March 30th

The Federal Reserve’s Comprehensive Capital Analysis and Review (CCAR), or the stress test for banks, resulted in some winners and losers...

Financials Weekly Notes: Wells Fargo, BlackRock & RBS on March 30th

Bank stocks started the week firmly on the back of hopes that the Federal Reserve will do more to push the country’s economy...

U.K. Government Contemplating A Cut in RBS Stake? on March 29th

The British government seems to have given some thought to the argument by The Royal Bank of Scotland (RBS) Group’s (NYSE:...

The Fed's Stress Test: Summary, Results and Implications on March 27th

The Federal Reserve’s Comprehensive Capital Analysis and Review (CCAR), or the stress test for banks, did a lot to help raise...

Lawmakers Appear More Receptive To Volcker Rule Concerns on March 27th

The world’s largest banking institutions have put countless hours and millions of dollars into lobbying against the Volcker Rule and lawmakers are now...

JPMorgan A Threat To AmEx As It Targets Affluent Cardholders on March 26th

American Express (NYSE:AXP) has stuck to its strategy of targeting high-income customers for years in its bid to differentiate itself from competitors who...

Wells Fargo Takes Heat From SEC in $60 Billion RMBS Investigation on March 26th

Ever since the 2008 subprime mortgage crisis related to residential mortgage-backed securities (RMBS), banks have been having significant difficulty with their investment banking ...

BlackRock To Lose British Pension Plan Portfolio Next Year on March 26th

BlackRock (NYSE:BLK) will end up losing the almost £11 billion ($17 billion) liability-driven investment portfolio it currently manages for the Royal Mail...

Financials Weekly Notes: BNY Mellon, Citigroup & RBS on March 25th

Bank stocks took a back seat this week after rocketing higher on enthusiasm from JPMorgan’s dividend announcement and buyback plans as well as...

Industrials & Transportation

3M Updates ($97 Fair Value): Aircraft Protective Tape & Hearing Device Test Among New Products on March 30th

3M (NYSE:MMM), the innovation giant, has been busy in the past few weeks introducing a variety of new products across various divisions...

New EPA Standards Could Help Johnson Controls Consolidate Lead Recycling Market on March 30th

The U.S. Environmental Protection Agency has issued new air toxics standards for secondary lead smelters that will come into force January 2014. This follows...

EPA's New Regulations Hit Railroad Companies, Could Boost Coal Exports on March 30th

Last Tuesday, the U. S. Environmental Protection Agency (EPA) announced its first carbon pollution standard for new power plants. The EPA move...

Johnson Controls Enters JV to Explore Indian Motorcycle Segment on March 29th

Johnson Controls (NYSE:JCI) has entered into a joint venture with Pricol Limited, a supplier of automotive instrument clusters in India. This venture...

Caterpillar's Bucyrus Acquistion Continues To Pay Off on March 28th

Caterpillar (NYSE:CAT) acquired Bucyrus, a worldwide manufacturer of mining equipment, in July last year as a way to increase its mining products...

GE Fair Value $20: Expands Solar Push To Nigeria on March 27th

General Electric (NYSE:GE) has announced that it will acquire a 15% percent stake in the Nigerian Federal government’s solar plants that...

Lockheed Bags Navy Sonar Contract, Electronic Systems 40% of Stock Value on March 27th

Lockheed Martin (NYSE:LMT) has bagged an order for four 360 degree situational awareness sail mounted sonar systems. These Low-Cost Conformal Array (LCCA...

Boeing Sticks With 737 MAX Jets Despite Airbus Turning Up The Heat on March 27th

Boeing (NYSE:BA) has indicated that it is committed to producing its upcoming airline, the 737 MAX, as long as their is a...

Basic Materials

Rio Tinto Looks To Sell European Alumina Assets‎, Scraps Malaysia Smelter Plans on March 30th

Rio Tinto (NYSE:RIO) has received a binding offer from HIG Capital, a U.S. private investment company, for its European specialty alumina ...

Dow Fair Value $39: New Products, Emerging Markets Drive Growth on March 30th

Dow Chemical (NYSE:DOW) is one of the major players in the fast-growing performance chemicals and materials market, which is expected to bring ...

Barrick Assesses Indian Gold Tax Impact, Awaits Judgement on Chilean Mine on March 30th

Barrick Gold (NYSE:ABX), the largest gold producer in the world, has yet to assess the impact of increase in taxes on the...

Rio Tinto Mulls Divestiture of Diamond Assets on March 28th

Mining giant Rio Tinto (NYSE:RIO) is exploring various strategic options, including the divestment of its diamond business. Rio’s announcement follows...

Newmont Sees Gold at $2000, Undeterred by Protests on March 27th

Newmont Mining (NYSE:NEM) is bullish on gold prices and expects gold to soon top $2000 per ounce. Should that occur it would ...

Competition Could Hurt ArcelorMittal's South Africa Division on March 27th

Steel behemoth ArcelorMittal’s (NYSE:MT) South African operations could be hurt as the South Africa’s Industrial Development Corporation mulls options...

Bhopal Tragedy Still Haunts Dow With Olympics Sponsorship on March 26th

Dow Chemical (NYSE:DOW) has been facing immense pressure from Indian Olympic Council regarding its sponsorship of the London Olympics 2012. It has ...

Health Care

Obamacare Demystified: What's Implied for Healthcare Companies? on March 30th

When President Barack Obama signed the Patient Protection and Affordable Care Act (PPACA), popularly known as “Obamacare,” in March 2010...

Pfizer Updates: Celebrex Class Action Suit Continues And Animal Health Business Spin-Off on March 30th

Pfizer (NYSE:PFE) is grappling with claims that it misled investors who purchased the company shares from 2000 to 2005, regarding the prospects ...

FDA's Intelence Approval Will Boost JNJ's Anti-Infectives Business on March 30th

The Food & Drug Administration (FDA) has finally approved Intelence, a drug developed by Janssen Products – a subsidiary of Johnson ...

JNJ Update: Hip Implant Phase Out & Lawsuit Over Anti-Psychotic Drug Risperdal on March 28th

Johnson & Johnson (NYSE:JNJ) has finally decided to phase out hip implant device ASR which has encountered high failure rates because of...

Pfizer Updates: Chantix Drug Trial Dates Set & Alacer Corp Acquisition on March 28th

Chantix, a drug developed by Pfizer (NYSE:PFE) for the purpose of helping patients quit smoking, is receiving unwanted attention as an Alabama...

Abbott Faces Setback As Infant Formula Fails Chinese Safety Standards on March 27th

Similac, an infant formula manufactured and distributed worldwide by Abbott Labs, has failed to qualify China national safety standards, according to CER Research,...

Pharma Updates: Pfizer to Pay $3.3 Million for Zyvox Probe, Merck Drug Rejected on March 26th

Pfizer (NYSE:PFE) had been marketing an antibiotic drug Zyvox as a better drug compared to a generic drug, Vancomycin. However, the ...

Energy

Investor Lawsuit on Defective Panels Adds to First Solar's Woes on March 27th

Solar panel manufacturer First Solar (NASDAQ:FSLR) has been accused of misleading investors over the cost of replacing defective panels in a lawsuit. ...

Chesapeake Looks To Lower Debt & Ride Growth To $35 on March 27th

Chesapeake Energy’s (NYSE:CHK) heavy reliance on natural gas is weighing on the sentiment surrounding the investment case for this stock. ...

 

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