Trefis Highlights Week Ending 15 June 2012

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.

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Click “Read more…” to see our new clickable table of contents and most covered companies of the week.

Table of Contents for the 109 top stories this week:

Technology (38 articles)

• Facebook, 7 articles (5, 6, 9, 10, 30, 33, 35)
• Nvidia, 3 articles (32, 36, 37)
• Amazon, 2 articles (28, 31)
• Apple, 2 articles (28, 31)
• Applied Materials (11,19)
  
• Google, 2 articles (5, 8)
• Microsoft, 2 articles (2, 4)
• Pandora, 2 articles (13, 25)
  
• VM Ware, 2 articles (16, 22)
  

Consumer (19 articles)

• Zipcar, 5 articles (1, 3, 8, 13, 19)
• Honda, 2 articles (11, 16)
  
• McDonalds, 2 articles (17, 18)
  

Financial Services (17 articles)

Energy & Utilities (11 articles)

• Solar stocks, 4 articles (4, 6, 7, 10)

Media & Telecom (11 articles)

• Direct TV, 3 articles (6, 8, 10)
• Comcast, 2 articles (4, 7)
• Net Flix, 2 articles (2, 9)
  

Industrials & Transportation (5 articles)

Health Care (5 articles)

• Johnson & Johnson, 3 articles (1, 4, 5)

Basic Materials (3 articles)

All 109 investment stories this week are listed below.

Technology

1. Micron Enhances DRAM Offering Amid Growing Industry Consolidation on June 15th
2. Weekly Tech Summary: Microsoft & Amazon on June 15th
3. F5 Networks Migrates Its Online Community To A Cloud Enviroment on June 15th
4. Microsoft to Acquire Yammer for $1 Billion, We Think It Makes Sense on June 15th
5. Weekly Internet Update: Facebook & Google on June 15th
6. Facebook Rolls Out WordPress Integration To Take Over Blogosphere on June 15th
7. Hewlett-Packard Worth $32, Bets On Australian Growth on June 15th
8. Google Presses Yelp With Google+ Local With Zagat Ratings on June 15th
9. ComScore: Facebook Does Drive Sales Both On and Offline on June 15th
10. Facebook To Launch Real-Time Bidding Platform For Social Ads on June 14th
11. An Early Revival in Equipment Spending Can Lift Applied Materials on June 14th
12. Constant Contact Acquires SinglePlatform, Bolsters Online Marketing Business on June 14th
13. Key Trends Behind Pandora Radio’s $8 Stock Value on June 14th
14. AMD Strengthens Its Security Solutions With ARM Partnership on June 14th
15. Intel’s Headed For $31 On Ultrabooks, Smartphones & Tablets Growth on June 14th
16. VMware Takes On Chatter By Offering Socialcast For Free on June 14th
17. Dell Can Reach $19 With Sentiment Boost From Dividend & Cost Cutting Plans on June 14th
18. Windows RT Compatibility & Miracast Certification To Enhance TI’s Connectivity Solutions on June 13th
19. Applied Materials Still Looks Cheap After Factoring In Downside Risks on June 13th
20. SAP Worth $71 On Database Management Growth on June 13th
21. Constant Contact Upgrades Email Marketing Tools With E-Commerce Integration on June 13th
22. VMware Embraces The BYOD Revolution on June 13th
23. OpenTable Revamps Toptable To Boost U.K. Presence on June 13th
24. Zynga Launches Matching With Friends on June 13th
25. Understanding Pandora’s Monetization Strategy on June 13th
26. Zynga Picks Up Buzz Monkey, Bolsters Mobile Gaming Team on June 13th
27. Amazon Acquires Avalon, Adds More Titles To Its Books Business on June 12th
28. Baidu Could See Mobile Search Boost With Apple’s Support on June 12th
29. Oracle Gets Social To Drive Cloud Services Sales on June 12th
30. Constant Contact Upgrades Social Campaigns for Facebook Timeline on June 12th
31. Apple Switches Back To Nvidia Graphics For The New MacBook Pro on June 12th
32. Nvidia Notches New Macbook Pro Win Over AMD on June 12th
33. Facebook Takes App Center Live, Aims to Become The Social App Hub on June 12th
34. SanDisk Reaches $45 On Ultrabook SSD Demand on June 12th
35. Facebook Simplifies Mobile Payments to Drive Payment Volumes on June 11th
36. Nvidia Targets The Tablet Market; Qualcomm’s Reponse To Come Later This Year on June 11th
37. HTC’s Exclusion From Windows 8 Launch Has Little Impact On Nvidia’s Tegra Sales on June 11th
38. Yelp Upgrades iPad App; Invades Finland on June 11th

Consumer

1. Why Zipcar Is Worth $18 on June 15th
2. Online Is The Next Battle Ground For Home Improvement Retailers on June 15th
3. Car2Go Arrives To Challenge Zipcar’s Dominance In Toronto on June 15th
4. RadioShack Heads To Asia For Growth on June 14th
5. Green Mountain Strengthens Retail Presence Through Starbucks Partnership on June 14th
6. Kroger Sends A Dagger Through Green Mountain’s Stock With Single Serve Interest on June 13th
7. Daimler Innovates With Trucks To Haul Stock To $72 on June 13th
8. Zipcar Updates: Pilots Monthly Membership, Zipvans And D.C.’s Housing Societies on June 13th
9. Luxury Pickups And Focus ST Help Ford Stock Find $16 on June 13th
10. Home Depot’s 2015 Margin Target of 12% Achievable If Sales Trends Continue on June 13th
11. Honda Makes Big Plans For Asian Markets With Indonesia And India Expansion on June 12th
12. Lowe’s Still Worth $34 Though Trails Home Depot’s Recovery on June 12th
13. Zipcar Tries Boosting Membership Revenue With Monthly Option In Chicago, Toronto on June 12th
14. Daimler Is Hungary For Compact Cars As it Rides to $72 on June 12th
15. GM Cruises To $27 With Gains In U.S., China And Brazil on June 11th
16. Competition Heats Up In Electric Cars As Honda Claims Record Mileage on June 11th
17. McDonald’s Misses Sales Estimates In Asia But No Reason To Panic Yet on June 11th
18. Taco Bell, McDonald’s Go Upscale To Win Back Customers on June 11th
19. Why We Believe In The Zipcar Story – Part II on June 11th

Financial Services

1. Banks’ Mobile Payment Services Not Catching On on June 14th
2. Citigroup Charges To $36, Bets Big On India’s Credit Card Market on June 14th
3. Credit Suisse’s Global Private Banking Push Supports $27 Stock Value on June 14th
4. Hartford Has Several Engines Of Growth To Reach $19 on June 14th
5. Discover Financial Enters The Mortgage Business At Just The Right Time on June 14th
6. MetLife Updates: Cutting Back On Variable Annuities While Looking For Growth Abroad on June 13th
7. Travelers Promotes Safer Building Practices With Wind Credit Scheme on June 13th
8. CME Impresses With Record First Day Trading Volumes For New Crop Options on June 13th
9. RBS Warns About A Rise In Commercial Mortgage Defaults on June 12th
10. AIG Is Ready To Use Its Own Name Again For P&C Business on June 12th
11. Visa’s Charged Up For $126 Despite Debit Fees Taking Some Lumps on June 12th
12. New Alliance Between Ducks Unlimited And Discover Financial on June 12th
13. Manulife Reaches $13 By Going East… Far East on June 12th
14. State Street To Pick Up Goldman’s Hedge Fund Admin Unit on June 11th
15. Prudential Updates: Launches New Overseas Fund; Women Retirement Income Needs Rising on June 11th
16. How ‘Material’ Were UBS’ Facebook Losses? on June 11th
17. After Facebook’s Flop, Nasdaq Gets Some Love From Kraft Foods on June 11th

Energy & Utilities

1. OPEC Keeps Output Target Unchanged, Could Push Oil Prices Up on June 15th
2. KMP Acquires Remaining 50% Stake In KKR-El Paso JV on June 15th
3. ANR Fair Value $20 On Met Coal Export Market & U.S. Thermal Coal Demand on June 15th
4. Unexpected Strength in Europe Solar Panel Demand Shores Up Trina Solar on June 14th
5. Exxon Gushes To $94 Aided By Fracking In Siberia on June 14th
6. Solar Rally is Cut Short as Analysts Question Europe Optimism on June 14th
7. German Government Looks to Pass Solar Cuts by Next Month on June 13th
8. OPEC Quota Uncertainty to Have Impact on Oil Prices on June 12th
9. Renewable Energy Could Help Power Duke Energy’s Stock on June 12th
10. First Solar Gets The Green Light For $446 Million Project in Australia on June 11th
11. BP Could Clear Massive Overhang With Gulf Spill Settlement on June 11th

Media & Telecom

1. Sirius XM Is Not In Imminent Danger From Apple on June 15th
2. Netflix’s Options If Tiered Data Pricing Is Implemented By Cable Companies on June 14th
3. News Corp’s TV Ad Sales Look Promising on June 14th
4. Comcast, TiVo, PayPal Trio Show That Interactive Ads Are The Way To Go on June 14th
5. Dish Partners With Qualcomm In Advance Of Potential Broadband Launch on June 13th
6. Will DirecTV Also Introduce Ad Skipping After Dish’s Dustup With Content Owners? on June 12th
7. Does Comcast’s Skype Video Service Offer Make Sense? on June 12th
8. DirecTV Is Next To Try Its Hand At Original Programming on June 11th
9. How Netflix And Redbox Are Defying Disney on June 11th
10. DirecTV Sambas To Higher Growth In Brazil With Wireless Broadband on June 11th
11. Mobile Ad Sales Grow For Time Warner Cable on June 11th

Industrials & Transportation

1. FedEx Weekly Update: Completes Opek Acquisition And Hikes LTL Cargo Rates on June 15th
2. Johnson Controls Charges Up Auto Battery Production With New Chinese Plant on June 15th
3. United Technologies Is Offering $1 Billion In Equity To Fund Goodrich Acquisition on June 13th
4. Corning Launches Ultra-Slim Flexible Glass While Market Shrugs on June 12th
5. Lockheed Martin Has Tougher Time Reaching $86 As Fitch Lowers Outlook To Negative on June 12th

Health Care

1. Johnson & Johnson’s Synthes Acquisition Could Get The Stock Moving on June 15th
2. Merck’s Insomnia Drug Could Fend Off Patent Cliff on June 15th
3. Pfizer’s Sale Of Minority Stake In Animal Health Business Could Unlock Value on June 13th
4. Johnson & Johnson Threatens Merck’s Diabetes Business on June 13th
5. Surgical Mesh Lawsuits Could Weigh On JNJ’s Stock on June 11th

Basic Materials

1. Vale Sells Thermal Coal Assets And Builds Railroad To Realign Business on June 13th
2. Dow Updates: Expands ENLIGHT Production in Germany, Wins $2.2 Billion in Damages on June 11th
3. Cliffs Upside/Downside Scenarios To $71 Fair Value on June 11th