Trefis Highlights: Week Ending 8 June 2012

June 9th, 2012
in contributors

Written by Trefis Staff

Below is a summary of the activity at 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.

Click on graphic for larger image and go to Trefis interactive page.

Click "Read more..." to see our new clickable table of contents and most covered companies of the week. Note: We have introduced greater detail in the list as of May 18.

Follow up:

Table of Contents for the 116 top stories this week:

Technology (40 articles)

  • Facebook, 4 articles (8, 20, 23, 36)
  • Microsoft, 3 articles (10, 11, 40)
  • AMD, 3 articles (14, 24, 30)
  • Apple, 3 articles (4, 13, 35)
  • Google, 3 articles (8, 27, 28)
  • Nvidia, 3 articles (15, 34, 40)
  • Cree, 2 articles (1, 19)
  • Dell, 2 articles (3, 38)
  • Qalcomm, 2 articles (12, 15)
  • Shutterfly, 2 articles (2, 21)

Consumer (21 articles)

  • CVS Caremark, 2 articles (4, 8)
  • Walgreen, 2 articles (4, 9)

Financial Services (15 articles)

  • General articles about banking, 4 articles (2, 6, 13, 16)
  • Bank of America, 2 articles (2, 8)
  • Morgan Stanley, 2 articles (2, 4)
  • Prudential, 2 articles (7, 12)

Energy & Utilities (14 articles)

  • Chevron, 2 articles (2, 8)
  • Exxon-Mobil, 2 articles (7,12)
  • LDK, 2 articles (6,11)

Media & Telecom (9 articles)

  • Sprint, 2 articles (3, 8)

Industrials & Transportation (6 articles)

  • Southwest Airlines, 3 articles (2, 4, 6)
  • US Airways, 2 articles (3, 4)

Basic Materials (7 articles)

  • Barrick Gold, 2 articles (1, 4)

Health Care (4 articles)

  • Pfizer, 2 articles (4, 5)

All 116 investment stories this week are listed below.



  1. Cree's Upside/ Downside Scenarios to $27.50 Valuation on June 8th
  2. Shutterfly Acquires Photoccino to Improve Online Offerings on June 8th
  3. Is Dell A Value Stock Or Value Trap? on June 8th
  4. Apple's Next Generation iPhone Will Carry Broadcom Wi-Fi Chips on June 8th
  5. Yahoo Launches Axis With The Hope To Redefine Search Experience on June 8th
  6. EA Offers Free Gaming Levels Of Star Wars To Boost Dwindling Subscribers on June 8th
  7. Groupon Acquires Breadcrumb To Drive Point Of Sale Purchases For Local Merchants on June 8th
  8. Weekly Internet Update: Google & Facebook on June 8th
  9. Baidu Continuing Promotes Its Cloud Android OS To Drive Mobile Search on June 8th
  10. Microsoft Launches Windows 8 Release Preview on June 8th
  11. Weekly Tech Summary: Microsoft & Amazon on June 8th
  12. Qualcomm Plays The LTE Savior Once Again on June 8th
  13. Debunking iPad Mini Rumors – Part III on June 7th
  14. AMD Showcases Trinity-Chips Powered Windows 8 Tablet Prototype on June 7th
  15. Nvidia's LTE Chips Validated By AT&T, Challenges Qualcomm's LTE Dominance on June 7th
  16. Lumia To Add Dual-Core Processors With Windows Phone 8 on June 7th
  17. HP-Oracle Itanium Chip Trial May Affect HP Revenues, Margins on June 7th
  18. Nokia Expands Asha Line To Include Fully-Touch Phones; Bolsters Emerging Market Prospects on June 7th
  19. Cree Enhances RF Product Portfolio With New GaN Transistors on June 7th
  20. Is This Facebook's Answer to the Mobile Monetization Challenge? on June 6th
  21. Why It Is Time To Bet On Shutterfly on June 6th
  22. Here Is Why Applied Materials Stock Has Been Hammered on June 6th
  23. Facebook For Kids Could Expand Virtual Games And Education Market on June 6th
  24. AMD Strengthens Server Portfolio With New Opteron Chips on June 6th
  25. Perfect World Is Worth A Whole Lot More Than The Market Thinks on June 6th
  26. TI's Enhanced Product Portfolio Supports Our $45 Valuation on June 6th
  27. Google Snaps Up Meebo As Social Wars Rage On on June 6th
  28. Google Acquires Quickoffice; Looking to Dominate Mobile on June 6th
  29. Salesforce Buys Buddy Media To Ride Social Media Wave on June 5th
  30. AMD's Worth $8 On Servers & Notebooks Growth on June 5th
  31. F5 Networks' Upside/Downside Scenarios To $128 Stock Value on June 5th
  32. Micron Could Hit $7.40 On DRAM Market Recovery on June 5th
  33. Intel's Upside/ Downside Scenarios For Our $31 Valuation on June 5th
  34. Nvidia Takes On The Mobile Market With World's First Windows RT Device on June 5th
  35. Apple Is Headed To $700 On Emerging Markets Growth on June 4th
  36. Key Trends Behind Facebook's $33 Stock Value: Social Ads, Virtual Goods, Social Commerce And Mobile on June 4th
  37. Intel Launches Lenovo & Orange Smartphones To Seize Mobile Opportunity on June 4th
  38. Dell Is Worth $20 Despite Weak Earnings on June 4th
  39. Looking At The Key Risks To Pandora's Business Model on June 4th
  40. With Windows Certified Drivers Nvidia Readies For Windows 8 Launch on June 4th


  1. Sara Lee Splits This Month, Renames North American Business As Hillshire Brands on June 8th
  2. Home Depot (NYSE:HD) Update: Raises Buyback, Reaffirms 2012 Outlook on June 8th
  3. Toyota's May Performance Supports Company's Sanguine Outlook on June 8th
  4. Drug Retail Weekly Update: Walgreen, CVS Caremark and Rite Aid on June 8th
  5. Asia Emerges As A Lucrative Destination For Casino Operators on June 8th
  6. Wal-Mart's Price Leadership Helps Company Navigate Tough Economy on June 7th
  7. After Hertz, Zipcar's Territory Is Under Threat From Enterprise on June 7th
  8. CVS Will Double The Number Of MinuteClinics To Tap Growing Demand on June 7th
  9. Walgreen May Sales Shows Weight Of PBM Fall Out on June 7th
  10. Costco Heads To $94 Driven By Executive Members Growth on June 7th
  11. Key Reasons Why Target Is Headed To $58 on June 7th
  12. How Teen Apparel Stocks Stack Up So Far This Year on June 6th
  13. Starbucks Reaches $55 With La Boulange Helping The Food Options on June 6th
  14. Philip Morris Readies For Potential Russian Public Smoking Ban on June 5th
  15. Why Macau Is A Lucrative Location for Gaming Companies on June 5th
  16. Daimler Is Trucking To Higher Market Share In India on June 5th
  17. Kraft To Launch Cadbury Popcorn With Growing Popularity for Chocolate Bags on June 4th
  18. Bloomberg Goes After Big Sodas In NY, Consumers And Soft Drink Co's. To Fight Back on June 4th
  19. Golden Arches Green Initiatives Will Only Help in the Long Run on June 4th
  20. PepsiCo To Launch Alcoholic Beverages in Russia, Salty Watermelon Pepsi in Japan on June 4th

Financial Services

  1. BlackRock's Scale And Equity Business Supports $217 Fair Value on June 8th
  2. Financials Weekly Notes: Goldman, Morgan Stanley & BofA on June 8th
  3. Capital One's Acquisitions And Growth Strategy Justify $60 Value on June 7th
  4. Morgan Stanley May Sell Commodities Unit As Volcker Rule Looms on June 7th
  5. Is Nasdaq's $40 Million Mea Culpa Enough To Undo The Damage? on June 7th
  6. Bank Stocks Continue To Rally On Possible Fed & ECB Intervention on June 7th
  7. The Pru Looks Rock Solid At $54 With New Focus on June 6th
  8. BofA Sells Mortgage Service Rights Worth $10.4 Billion To Nationstar on June 6th
  9. NYSE Enhances Technolody Services Platform With Corpedia on June 6th
  10. American Express And Zynga Promote Prepaid Cards Linked To Virtual Cash on June 5th
  11. JPMorgan's Trading Losses Could Climb, Sold Profitable Securities To Cushion Impact on June 5th
  12. Prudential Signs Agreement With General Motors For Pension Obligations on June 5th
  13. Understanding The Different Kinds Of Banks And Their Roles on June 4th
  14. Three Key Drivers To BNY Mellon's $27 Value on June 4th
  15. AIG Worth $30 As International Markets, Risk Management Drive Profitability on June 4th
  16. U.S. Bank Shares Look For Bounce After Poor Employment Report on June 4th
  17. Deutsche Bank Tops Global Forex List Again on June 4th

Energy & Utilities

  1. Trina Solar Shines To $8 As Demand Shifts East on June 8th
  2. Chevron's Shale Plans in Romania Face Further Delays on June 8th
  3. Halliburton Warns On Higher Fracking Costs on June 7th
  4. German Pullback From Nuclear Power Not Benefiting Gas Prices on June 7th
  5. Anadarko Makes New Oil Discovery in West Africa; Adding to List of New Prospects on June 7th
  6. LDK's China Contract Win Help Recovery Prospects on June 7th
  7. Exxon Fires Up Another Australian Gas Venture As Asian Oversupply Risk Rises on June 6th
  8. Chevron May Face Future Penalities For November Spill in Brazil on June 5th
  9. Schlumberger Launches New Marine Technology With Market Set to Expand on June 5th
  10. KMP Pipes To $87 Fair Value With Diversified Business Lines on June 5th
  11. LDK May Receive Boost As Chinese Stimulus Looks Likely on June 4th
  12. Iraq Opens Up New Auction Round For Fields; Exxon Out On Kurdish Deal on June 4th
  13. ANR's Mine Safety Initiatives Help Defend $20 Value on June 4th
  14. BP's Russian Sale May Mark A Strategic Shift on June 4th

Media & Telecom

  1. Why Is CBS Selling Its Outdoor Advertising Unit? on June 7th
  2. News Corp Buys Disney's Stake In ESPN Star Sports on June 7th
  3. Sprint's Prepaid iPhone Next Month Help It Meet Apple Commitment on June 7th
  4. Verizon Picks Up Hughes Telematics For Connected Devices Push on June 6th
  5. ESPN On XBox: Implications for Disney, Microsoft & Other Pay-TV Providers on June 6th
  6. DirecTV's CEO Talks Tough On Rising Programming Fees on June 5th
  7. Netflix To Launch Its Own Content Delivery Network on June 5th
  8. Sprint Secures Capital To Fund Network Vision Equipment Upgrades; Fair Value $3.75 on June 5th
  9. Dish Network Beams To $34 As Subscriber Trends Show Improvement on June 5th

Industrials & Transportation

  1. Caterpillar Partners With Westport To Develop Natural Gas Powered Engines on June 8th
  2. Southwest's Ready To Fly To $12 On International Growth, Cost Competencies on June 8th
  3. Four Reasons Why American Should Merge With US Airways on June 5th
  4. Key Trends Driving Airline Stocks: Delta, Southwest, US Airways on June 4th
  5. JetBlue Consolidates Intl. Footprint Through JFK T5i on June 4th
  6. Southwest Wins Houston Battle For Latin America Service At Hobby on June 4th

Basic Materials

  1. Barrick Gold: Buys Nevada Property; Argentina Import Restriction Could Hurt on June 6th
  2. Freeport McMoran $44 Fair Value: Chinese Demand Outweighs Indonesian Setbacks on June 5th
  3. Aloca: How Falling Copper Prices Could Hurt $12 Stock Value on June 4th
  4. Barrick Upside/Downside Scenarios To Our $53 Price Estimate on June 4th
  5. Newmont Mining To Cut $1 Billion In Capex In Peru Gold Project on June 4th

Health Care

  1. Merck Updates: Inks Biosimilars Deal With Dr. Reddy's, FDA Rejects Oncology Drug on June 8th
  2. Abbott Opens New R&D Facility in India To Expand Nutritional Business on June 7th
  3. Roche Threatens Abbott's Humira with Favorable Results for Rheumatoid Arthritis on June 7th
  4. JNJ's Loss For Blood Thinner Drug Xarelto Could Be Pfizer's Gain on June 6th
  5. Pfizer Fair Value $25: Launches Oncology Drug Xalkori in Canada on June 6th

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