Trefis: Highlights Week Ending 03 August 2012

August 4th, 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.

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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 114 top stories this week:

Technology (28 articles)

  • ADP, 2 articles (9, 25)
  • Google, 2 articles (6, 10)
  • Microsoft, 2 articles (15, 27)

Consumer (26 articles)

  • General Motors, 2 articles (2, 15)
  • Las Vegas Sands, 2 articles (7, 10)
  • Zipcar, 2 articles (3, 12)

Financial Services (14 articles)

  • Deutsche Bank, 2 articles (2, 6)
  • UBS, 2 articles (2, 9)

Energy & Utilities (14 articles)

  • Anadarko, 2 articles (10, 11)
  • Chevron, 2 articles (3, 4)
  • Haliburton, 2 articles (2,6)
  • Kinder Morgan, 2 articles (2, 6)

Media & Telecom (13 articles)

  • Sprint, 3 articles (5, 7, 13)
  • Comcast, 2 articles (8, 12)
  • Time Warner Cable, 2 articles (1, 10)

Industrials & Transportation (7 articles)

Health Care (7 articles)

  • Pfizer, 3 articles (3, 6, 7)
  • Merck, 2 articles (4, 5)

Basic Materials (5 articles)

All 114 investment stories this week are listed below.


  1. Cree Earnings Will Highlight China Growth & Pricing Pressure on August 3rd
  2. Perfect World Shares Are Still Dirt Cheap on August 3rd
  3. Priceline's Results Will Show Global Growth At A Slower Pace on August 3rd
  4. Mobile Weekly Notes: Apple, Samsung and Quacomm on August 3rd
  5. Yahoo Releases New Version Of IntoNow To Cash In On The Mobile Growth on August 3rd
  6. Google Acquires Wildfire And Enters Into Social Ads on August 2nd
  7. Qualcomm Moves To Bolster 28nm Supply Chain Further; May Buy Stake In UMC on August 2nd
  8. EMC Captiva Cloud Toolkit Gains Traction With Third Party Users on August 2nd
  9. ADP Heads To $60 From Recovery Economy on August 2nd
  10. Google Fiber Could Boost Sales Of Other Online Services on August 1st
  11. LinkedIn's Earnings Will Reflect Continued Growth But Risings Costs Are A Concern on August 1st
  12. Accenture Is Worth $62 As The Global Leader In SAP Implementation on August 1st
  13. Monster's Earnings Will Provide Update On Strategy And Outlook on August 1st
  14. Oracle Buying Spree Continues With Xsigo on August 1st
  15. Microsoft Tries Email Design Overhaul To Step Up Its Social Game on August 1st
  16. Lexmark Earnings Were Smacked By Europe Slowdown And Currency on August 1st
  17. Apple Falls Behind Samsung In Smartphone Sales But iPhone 5 Is Near on August 1st
  18. Zynga's Earnings Woes Pile Up With Investor Lawsuit on August 1st
  19. Broadcom Can Ride Smartphone & Tablet Wave With 5G Wi-Fi Chips on July 31st
  20. Wikimedia's Travel Site Could Spell Trouble For TripAdvisor on July 31st
  21. Yelp Q2 2012 Earnings Preview: What We're Watching on July 31st
  22. Motorola Solutions Dials Up $51 On Government Sales on July 31st
  23. Adobe Wins Olympic Gold With Project Primetime on July 31st
  24. Akamai Beats Guidance As Value-Added Services Drive $36 Value on July 30th
  25. ADP Earnings Will Give Us A Peek At US Employment Trends on July 30th
  26. AOL Overhauls Email Design In Hopes To Stem Exodus on July 30th
  27. Microsoft's Amdocs Patent Deal Highlights Growing Revenue Source on July 30th
  28. Dell Wants To Ride Windows 8 Wave With Thin Client Offering on July 30th


  1. Green Mountain Gives Investors Hope With Better K-Cups and Brewers Sales on August 3rd
  2. GM's Stock Keeps Trucking Higher On Global Growth Ex-Europe on August 3rd
  3. Zipcar Tanks As Growth Slows Down on August 3rd
  4. Aeropostale's Stock Nosedives After Disappointing Q2 Revenue Update on August 3rd
  5. Gap Soars After Improved Q2 Guidance, Strong July Sales Results on August 3rd
  6. P&G Faces A Difficult Earnings Report Amid Weak Macro on August 2nd
  7. LVS Earnings Shows The Bite From Asia's Slowdown on August 2nd
  8. Harley Rides Global Growth But Cautious On Outlook on August 2nd
  9. Tesla's Stock Can Hit Cruise Control If Model S Productions Sticks To Schedule on August 2nd
  10. Las Vegas Sands Eyes South Korea And $50 Stock Price on August 2nd
  11. Non-Gaming Revenues Are Key To MGM's Growth on August 1st
  12. Zipcar's Stock Can Get Out Of Reverse If Earnings Show Resilience on August 1st
  13. GameStop Interested In Used Digital Games on August 1st
  14. Kraft Foods Earnings Will Show Global Growth With Weaker Margins on August 1st
  15. GM Earnings Preview: North America & China To Drive Growth on August 1st
  16. Coach Crashes As North American Sales Miss Expectations on August 1st
  17. Berman Value Folio: The Improvement In Home Improvement on August 1st
  18. Gap And Aeropostale Will See Cost Pressures Ease As Cotton Prices Fall on July 31st
  19. Harley Davidson Earnings Could See Slower Growth on July 31st
  20. GMCR Hopes To Turn Sentiment With Earnings Report on July 31st
  21. Dr Pepper Snapple Profits Buoyed By Stronger Pricing on July 30th
  22. Dunkin' Brands Litigation Costs, Slowing Comparable Sales Hurt Results on July 30th
  23. Revlon's Earnings Will Provide Much Needed Update On U.S. Sales on July 30th
  24. Altria Rolls Up A Solid Quarter Riding On Marlboro's Pricing Gains on July 30th
  25. Starbucks Results Were Short When The Market Wanted A Venti on July 30th
  26. Aeropostale Gains Big As Women's Apparel Spending Climbs on July 30th

Financial Services

  1. Prudential Heads For $55 With Asia Expansion And GM Deal on August 3rd
  2. Financials Weekly Notes: Deutsche Bank And UBS on August 3rd
  3. Investors Should Pay Close Attention To The Knight Capital Debacle on August 3rd
  4. JPMorgan Sees Sweeping Changes In Top Management on August 2nd
  5. NYSE Earnings: Dark Pools, Market Volatility And IPO Outlook In Focus on August 2nd
  6. Deutsche Bank Takes Europe's Woes On The Chin on August 2nd
  7. Metlife Earnings Will Highlight Annuities And Global Growth on August 1st
  8. AIG Earnings Will Show That Its Business And Brand Recovery Continues on August 1st
  9. UBS Reports A Sharp Decline In Earnings, Points $350M Finger At Facebook on August 1st
  10. Hartford Earnings Will Give Us A Read On P&C And Small Business Trends on July 31st
  11. MasterCard Earnings Will Show Impacts of Mobile Growth And New Regulations on July 31st
  12. Goldman Highest Paymaster Among Investment Banks on July 30th
  13. Bank Shares Surged Last Week On Strong Economic Data And Bernake Hopes on July 30th
  14. Nasdaq Can Reach $27 As Listings Recover Momentum on July 30th

Energy & Utilities

  1. Chesapeake's Q2 Earnings Will Show Challenging Outook on August 3rd
  2. Kinder Morgan Expands Focus On Gulf Coast With Long-Term Agreements on August 3rd
  3. Chevron Ordered To Halt Operations; Could Impact Annual Output on August 3rd
  4. Chevron's Downstream Recovery Balances Weaker Upstream Earnings on August 2nd
  5. Suntech's Problems Deepen; Could Turn To Chinese Government To Refinance on August 2nd
  6. Kinder Morgan To Delay Port Westward Coal Terminal Project on August 2nd
  7. Duke Energy Earnings Preview: What We Are Watching on August 1st
  8. First Solar Earnings Preview: Weak Pricing Will Weigh On Margins on August 1st
  9. Easing Gaur Prices Could Help Halliburton Reach $41 on August 1st
  10. Anadarko Ramps Up Production; Records Charge On Declining Natural Gas Prices on July 31st
  11. Anadarko Earnings Preview: Oil And Gas Prices To Hit Earnings on July 30th
  12. BP Earnings Will Show Low Oil & Gas Prices Impact on July 30th
  13. Exxon Mobil's Asset Sales Boost Quarter Though Low Gas Prices Pinch Upstream Profits on July 30th
  14. Halliburton's Sharp Growth In International Markets Helps Beat U.S. Drop on July 30th

Media & Telecom

  1. Time Warner Cable's Broadband Business Compensates For Pay-TV on August 3rd
  2. Healthy Auto Sales Growth Bodes Well For Sirius XM's Q2 Results on August 3rd
  3. Disney's Earnings Should See Broadbased Growth Across Businesses on August 3rd
  4. AT&T Buys Nextwave Wireless To Avoid Spectrum Crunch on August 3rd
  5. Weekly Telecom Notes: Sprint's Stock Surge And Wireless Consolidation on August 3rd
  6. Cisco's NDS Acquisition Taps Video Demand To Boost Network Equipment Business on August 2nd
  7. Sprint's Stock Surge Capped At $4 With Growth Risks Ahead on August 2nd
  8. Here Is What You Should Know About Comcast's Results on August 2nd
  9. Nickelodeon & MTV To Generate The Bulk Of Viacom's Revenues In Earnings on August 2nd
  10. Time Warner Cable's Broadband Growth Should Compensate For Sluggish Pay-TV Business on August 1st
  11. CBS Earnings Will Provide A Needed Update On Ad Business Trends on July 31st
  12. Broadband Growth Will Be Key Driver To Comcast's Earnings on July 31st
  13. Sprint's Earnings Show Strong iPhone-Led Turnaround But Risks Remain on July 30th

Industrials & Transportation

  1. Alaska Airlines Looks Good To $42 On Higher Passenger Traffic on August 2nd
  2. United Continental Feels The Pinch Of Higher Fuel Expense on August 2nd
  3. Slowing Global Growth Weighs On United Technologies on July 31st
  4. JetBlue's Latin And Caribbean Growth Supports Outlook on July 31st
  5. Norfolk Southern Is Worth $78 Despite Coal Weakness on July 31st
  6. Railroad Regulatory Body Could Delay Imposing New Rules Over Pricing on July 30th
  7. US Airways Posts Strong Earnings On Higher Passenger Yield on July 30th

Health Care

  1. Bristol-Myers' Stock Falls On Safety Concerns Of Hepatitis C Drug on August 3rd
  2. Abbott Benefits From Humira's Additional Treatment Approvals In Europe on August 2nd
  3. Pfizer's Earnings Hold Up On Emerging Markets Growth Despite Lipitor Patent Expiry on August 1st
  4. Merck Fares Well Despite Currency Impact on August 1st
  5. Merck's HIV Franchise Gains Momentum With Two Deals And Trial Plans on July 31st
  6. Pfizer Update: EU Panel Recommends Oncology Drug Xalkori on July 31st
  7. Pfizer Q2 Earnings Preview: A Tough Quarter On Deck on July 30th

Basic Materials

  1. ArcelorMittal Can Reach $18 Despite Lower Prices And Margins on July 31st
  2. U.S. Steel Is Cheap But Weak Environment Will Hurt Earnings on July 30th
  3. Dow Takes The Global Slowdown On The Chin on July 30th
  4. Cliffs Natural Resources: Revised $48 Estimate On Lower Pricing And Margins on July 30th
  5. DuPont Relies On Agriculture And Nutrition To Drive Growth on July 30th

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