Trefis: Review Week Ending 27 July 2012

July 28th, 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.

Follow up:

Table of Contents for the 124 top stories this week:

Technology (45 articles)

  • Amazon, 3 articles (4, 21, 44)
  • Facebook, 3 articles (12, 22, 26)
  • Sina, 3 articles (1, 35, 44)
  • AMD, 2 articles (14, 19)
  • AOL, 2 articles (8, 40)
  • Expedia, 2 articles (7, 24)
  • Microsoft, 2 articles (15, 37)
  • Shutterfly, 2 articles (13, 39)
  • Symantec, 2 articles (4, 50)
  • Verisign, 2 articles (5, 32)
  • VMWare, 2 articles (11, 31)

Industrials & Transportation (21 articles)

  • Boeing, 2 articles (2, 17)
  • Caterpillar, 2 articles (6, 16)
  • Corning, 2 articles (5, 13)
  • Delta Airlines, 2 articles (1, 19)
  • Lockheed Martin, 2 articles (9, 18)

Consumer (18 articles)

  • Colgate-Palmolive, 2 articles (2, 9)
  • Ford, 2 articles (4, 16)
  • Pepsico, 2 articles (5, 15)

Media & Telecom (13 articles)

  • Netflix, 2 articles (4, 12)
  • New York Times, 2 articles (1, 3)
  • AT&T, 2 articles (5, 6)

Financial Services (11 articles)

  • Bank of America, 2 articles (3, 6)
  • CME Group, 2 articles (2, 7)
  • Visa, 2 articles (4, 10)

Basic Materials (7 articles)

  • Gold mining stocks, 2 articles (1, 2)

Energy & Utilities (5 articles)

Health Care (4 articles)

  • Bristol-Myers, 2 articles (1, 4)

All 124 investment stories this week are listed below.


  1. Sina's Weiba Discussion Forums Step On Baidu's Turf on July 27th
  2. Constant Contact's $30 Fair Value Driven By Customer Growth on July 27th
  3. Symantec Feels Pinch Of Slowing PC Sales And European Crisis on July 27th
  4. Amazon Again Delivers Big Growth On Thin Margins on July 27th
  5. Verisign's Domain Name Registration Machine Rolls To $43 on July 27th
  6. Micron Starts Industry's First Volume Production Of Phase Change Memory on July 27th
  7. Expedia's Results Impress And Show Focus On European And Asian Growth on July 27th
  8. AOL Results Show Its Business Is On The Mend on July 27th
  9. Texas Instruments Provides Muted Outlook On Lack Of Visibility on July 27th
  10. Broadcom Looks Solid Amid Macro Headwinds on July 27th
  11. VMware Extends Software Defined Datacenters With Nicira on July 27th
  12. Facebook's Near A Billion Users But Monetizing Mobile Ones Is A Problem on July 27th
  13. Shutterfly Show Strong Growth But Needs To Tighten Up Expenses on July 27th
  14. AMD To Reveal Its Low-Power Tablet Processors Next Month on July 27th
  15. Windows Phone Growth Will Hinge On Emerging Markets on July 26th
  16. Travelzoo Targets Higher Subscriber Base With Local Deals & on July 26th
  17. Zynga Q2 Earnings Spooks Investors On Lower Bookings And Losses on July 26th
  18. EMC Earnings Shows Recovery In High-End Storage on July 26th
  19. AMD's Server Market To Rebound After A Dismal Q2 on July 26th
  20. TripAdvisor's Q2 Earnings Points To Another Solid Year Ahead on July 26th
  21. Amazon's Earnings Will Show Thin Margins But Big Growth on July 25th
  22. Facebook Rolls Out Major Feature Upgrades Ahead of Earnings on July 25th
  23. SanDisk Heads To $45 And Expects A Solid Second Half on July 25th
  24. Expedia's Earnings: VIA, Asia And Mobile Growth In Focus on July 25th
  25. ADP Reaches $60 By Targeting Small Businesses With Xero on July 25th
  26. Facebook Is Testing Sponsored Search Ads on July 25th
  27. LinkedIn To Benefit From Microsoft Office Integration on July 25th
  28. Apple Is Headed To $700 With China Growth And iPhone 5 on July 25th
  29. Baidu Heads To $125 With Ad Business Strength on July 25th
  30. Google Acquires Sparrow To Make Gmail More Intuitive on July 25th
  31. VMware Q2 Results Driven By Virtualization Demand on July 24th
  32. Verisign Earnings Preview: Strong growth expected to continue on July 24th
  33. Constant Contact Earnings Will Provide Update On Acquisition, Growth Trends on July 24th
  34. Motorola Faces Spending Cuts But Acquisitions And LTE Shift Drive $50 Value on July 24th
  35. Sina Follows Twitter And Launches Sponsored Ads on July 24th
  36. Intel Heads To $32 Despite Slower Demand From Asia-Pacific on July 24th
  37. Windows 8 Comes In Late October And Could Be Huge For The Stock on July 24th
  38. Symantec Earnings Helped By Mobile Trends As Windows 8 Nears on July 24th
  39. Shutterfly Earnings Preview: Rising Expenses A Concern But Stock Is Cheap on July 24th
  40. AOL Banks On Content To Drive Earnings But Stock Is Pricey on July 23rd
  41. Akamai Could Reach $35 With Solid Earnings on July 23rd
  42. Zynga's New Games And Acquisitions In Focus During Earnings on July 23rd
  43. Yahoo! Hopes To Cash In With Heavy Olympics Coverage on July 23rd
  44. Weekly Internet Summary: Sina, Amazon & eBay on July 23rd
  45. Kayak's Valuation Significantly Impacted By Google-ITA Deal on July 23rd

Industrials & Transportation

  1. Delta's International Routes And Cheaper Fuel Lift Outlook on July 27th
  2. Boeing Earnings Gets Tailwind From Strong Commercial Deliveries on July 27th
  3. CSX Chugs Along On Industrial Demand Despite Domestic Coal Slump on July 27th
  4. Union Pacific Gains On Pricing And Industrials Freight on July 27th
  5. Corning Q2 Earnings Down On Declining LCD Prices on July 26th
  6. Caterpillar Posts Strong Q2 Earnings Despite Global Growth Concerns on July 26th
  7. Bellweather UPS Cuts Forecast Amid Global Macro Headwinds on July 26th
  8. Southwest's Higher Fares Help Margins But Weigh On Passenger Growth on July 26th
  9. Lockheed Martin Posts Solid Growth Amid Improved Outlook on July 26th
  10. Alaska Air Group Earnings Will Show Higher Passenger Traffic Impact on July 25th
  11. 3M Earnings Will Show Gains From U.S. Recovery on July 25th
  12. United Technologies' Earnings To Show Impact Of Slowdown In China on July 25th
  13. Corning To Post Another Tough Quarter But Long Term Value Intact on July 24th
  14. GE Maintains Double-Digit Growth Outlook Despite Headwinds on July 24th
  15. US Airways Earnings To Show Moderate Passenger Traffic Growth on July 24th
  16. Caterpillar's Earnings Will Show If U.S. Demand Can Offset China's Slump on July 23rd
  17. Boeing Could Post Strong Earnings On Higher Aircraft Deliveries on July 23rd
  18. Lockheed Martin's Earnings Will Be Solid Despite Looming U.S. Defense Spending Cuts on July 23rd
  19. Delta Earnings Could Impress Despite Oil Price Impact on July 23rd
  20. Norfolk Southern Q2 Earnings Will Be A Mixed Bag on July 23rd
  21. JetBlue Can Fly To $8.90 With Solid Earnings And Outlook on July 23rd


  1. RadioShack Needs Big Changes To Fight Negative Trend on July 27th
  2. Colgate-Palmolive's EM Growth Delivers Despite Macro Headwinds on July 27th
  3. Wynn's Revenues Slump Amid Increasing Competition on July 26th
  4. Ford's Overseas Game Needs Work As North America Is Solid on July 26th
  5. PepsiCo's Earnings Show Refranchising Deals, Restructuring And Currency Headwinds on July 26th
  6. Daimler AG Reports Strong Sales Growth But Margins Remain A Worry on July 26th
  7. Kimberly Clark's Results Can Show Feminine Care Growth & Better Margins on July 25th
  8. Dunkin' Brands Results Could Send Stock Past $35 on July 25th
  9. Colgate-Palmolive Earnings Preview: What We're Watching on July 25th
  10. Dr Pepper Snapple Earnings: Commodity Costs And Volume Outlook In Focus on July 25th
  11. Starbucks Will Flex Global Growth Muscles In Earnings on July 25th
  12. American Eagle And Aeropostale Gear Up For Big Spending This Back-To-School Season on July 25th
  13. Tesla Earnings Will Give Update On Model S And Outlook on July 25th
  14. McDonald's Q2 Earnings Impacted By Currency Headwinds And Higher SG&A on July 25th
  15. PepsiCo Earnings Preview: What We Are Watching on July 24th
  16. Ford's European Woes Will Spoil An Otherwise Strong Quarter on July 24th
  17. LVS Earnings Will Focus On Macau And Expansion Plans on July 24th
  18. Avon Products Earnings Preview: Recovery Looks Distant on July 24th

Media & Telecom

  1. NYT Shows Strong Digital Growth As Outlook Improves on July 27th
  2. Juniper Beats Guidance On Increased Adoption Of New Products on July 26th
  3. New York Times Must Deliver Digital Growth on July 26th
  4. Netflix's Stock Reaction Overdone As Streaming Gains Traction on July 25th
  5. AT&T Shows Focus On Profitability As Data Demand Surges on July 25th
  6. AT&T Looks To Fuel Data Demand With Mobile Share Plans on July 24th
  7. Sprint's Earnings Will Focus On iPhone And LTE Expansion on July 24th
  8. China Telecom Has A $65 Fair Value On Rising 3G Demand on July 24th
  9. Viacom Ends Dispute With DirecTV As Its Ratings Decline on July 24th
  10. Dish Is Good For $34 But Recent Filing Shows Subscriber Losses on July 24th
  11. Estimating Time Warner's Gain From The Dark Knight Rises on July 23rd
  12. Netflix Is Worth $110 And Could Surprise In Earnings Tomorrow on July 23rd
  13. Juniper Earnings Will Be Weak But Data Demand Drives $26 Value on July 23rd

Financial Services

  1. Barclays LIBOR Scandal Overshadows Impressive Earnings on July 27th
  2. CME's Stock Heads Higher Despite A Recent Slump In Trade Volumes on July 27th
  3. Financials Weekly Notes: BofA, Credit Suisse, Citigroup on July 27th
  4. Visa's Global Growth Supports Its Outlook on July 27th
  5. U.S. Bancorp Continues Profit Run As Fitch Reaffirms Rating on July 26th
  6. BofA's Stock Is Good For $10 As Turnaround Visible on July 26th
  7. CME's Volumes And New Pricing Changes Will Get Closer Look In Earnings on July 25th
  8. Capital One's Q2 Results Suffer Due To One-Time Costs on July 24th
  9. Nasdaq OMX Earnings Preview: What We're Watching on July 24th
  10. Visa's Earnings Will Show Spending Improvement Despite Macro Headwinds on July 24th
  11. Morgan Stanley Is Deeply Undervalued Despite Awful Earnings on July 24th

Basic Materials

  1. Newmont Faces Near Term Earnings Crunch Though Outlook Is Golden on July 26th
  2. Barrick Gold’s Q2 Earnings: Low Production And Soaring Costs Could Weigh on Higher Prices on July 25th
  3. Vale's Earnings Will Grapple With Low Prices But May Get Currency Relief on July 25th
  4. Dow Earnings Will Show Global Slowdown And Easing Costs on July 25th
  5. Cliffs' Q2 Earnings Will Show Iron Ore Weakness on July 24th
  6. ArcelorMittal's Earnings Will Grapple With Weak Steel Prices on July 24th
  7. DuPont Q2 Preview: What We’re Watching on July 23rd

Energy & Utilities

  1. Solar Trade War Intensifies With Anti Dumping Complaint Filed in EU on July 27th
  2. Kinder Morgan Rides Natural Gas Boom, Coal Exports And Canadian Expansion on July 27th
  3. Duke Faces Class Action Lawsuit Over Post-Merger CEO Switch on July 26th
  4. BP in Talks With Rosneft Over TNK-BP Stake Sale; Could Revive 2011 Partnership Plans on July 25th
  5. Exxon Earnings Will Show Impact Of Falling Oil And Gas Prices on July 25th

Health Care

  1. Bristol-Myers' Q2 Earnings Jolted By Patent Cliff But Outlook Is Stable on July 26th
  2. Merck's Q2 Earnings Preview: What We Are Watching on July 26th
  3. Pfizer Defends $25 Fair Value With Lyrica Patent Lawsuit Win on July 26th
  4. Bristol-Myers' Second Quarter Earnings Will Fight Patent Cliff Effects on July 24th

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