Trefis: Highlights Week Ending 14 September 2012

September 15th, 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 92 top stories this week:

Technology (29 articles)

  • Apple, 5 articles (3, 4, 12, 21, 29)

Financial Services (14 articles)

Consumer (13 articles)

  • Home Depot, 2 articles (1, 7)

Industrials & Transportation (9 articles)

  • Fed Ex, 2 articles (2, 7)

Health Care (9 articles)

  • Johnson & Johnson, 2 articles (5, 9)
  • Pfizer, 2 articles (2,6)
  • Roche, 2 articles (3,7)

Energy & Utilities (7 articles)

Media & Telecom (7 articles)

  • AT&T, 2 articles (4, 6)
  • Time Warner, 2 articles (5,7)
  • Viacom, 2 articles (2, 5)

Basic Materials (4 articles)

  • Rio Tinto, 2 articles (1,3)

All 92 investment stories this week are listed below.



  1. SAP Leverages HANA: Announces Cloud Based HANA Powered Management Apps on September 14th
  2. Yelp Is Ready To Review The Singapore Sling With Asia Expansion on September 14th
  3. Weekly Mobile Notes: It's All About Apple on September 14th
  4. iPhone 5′s Lack of ‘Wow' Factor Levels The Smartphone Playing Field on September 14th
  5. AMD Should Be A $6 Stock And Here's Why on September 14th
  6. Texas Instruments Reaches $43 On These Trends on September 13th
  7. HP And Intel Notch Court Victory Over Oracle For Itanium Chips on September 13th
  8. Nvidia Reaches $22 For These Three Reasons on September 13th
  9. Activision Targets Tablet Gaming Boom With Hit Games For The New Kindle Fire HD on September 13th
  10. Bing Scores Again As Default Search Engine On Kindle Fires on September 13th
  11. Symantec Is Ready To Ride Windows 8 Wave on September 13th
  12. Apple Lowers Dependence On Samsung To Exert Greater Control Over Supply Chain on September 13th
  13. Salesforce Takes On Dropbox With Cloud Storage And File Sharing Services on September 13th
  14. IBM Expands European Reach In Poland And Turkey on September 13th
  15. Groupon Accounting Chief Needs To Bring Credibility To Its Books on September 12th
  16. F5 Can Hit $135 By Riding Application Delivery Network Growth on September 12th
  17. Yahoo Brings Exclusive Fox-Produced Content To Yahoo Screen on September 11th
  18. Shutterfly Is Worth $47 On Growing User Base on September 11th
  19. Lexmark Can Reach $32 On Restructuring, Perceptive Software And MPS on September 11th
  20. Qualcomm's 28nm Supply Woes May Delay A China Mobile iPhone 5 Launch on September 11th
  21. Now Is Too Soon For An iPad Mini on September 11th
  22. Perfect World Announces Beta Testing For New MMORPG, Looks At Stabilizing Chinese User Base on September 11th
  23. Sina's $73 Fair Value: Key Drivers & Potential Risks on September 11th
  24. Motorola Rolls Out Three New Razr Smartphones As Smartphone Wars Heat Up on September 10th
  25. Intel Is Still Undervalued Despite Lower Q3 Growth Target on September 10th
  26. Nokia Close To A Verizon Deal As Lumia WP8 Launch Nears on September 10th
  27. Applied Materials Signs A Two-Year Service Contract With Global Foundries on September 10th
  28. SanDisk Can Benefit From Stabilizing NAND Flash Prices on September 10th
  29. Can Apple Kill Pandora With Internet Radio Service? on September 10th


Financial Services

  1. With Recovery Intact, AIG's Is Headed For $35 After Massive Stock Sale on September 14th
  2. Schwab Rolls Out New iPad App To Spur Mobile Trading on September 14th
  3. CME Expands Offerings As It Looks To Revive Investor Confidence on September 14th
  4. ManuLife Targets Affluent Customers In Canada And Boosts Its U.S. Distribution Network on September 14th
  5. NYSE Records A Significant Drop In Trading Volumes In August on September 12th
  6. Morgan Stanley Agrees To New Price For Smith Barney Unit After Third Party Valuation on September 12th
  7. Bank of America Approaches $9.75 Fair Value As CFO Reaffirms Growth Plans on September 12th
  8. Prudential To Expand Its Asian Reach With Japan As The Fulcrum on September 12th
  9. Deutsche Bank Set For Complete Shake-up As Part Of ‘Strategy 2015+' on September 12th
  10. Wells Fargo & Discover: A Deal Waiting To Materialize? on September 11th
  11. U.S. Bancorp Files $720 Million Mortgage-Related Lawsuit Against Credit Suisse Unit on September 11th
  12. AIG To Fund Repurchase With AIA Sale on September 10th
  13. Bank Directors Take Demands For Dimon, Pandit Pay Cuts Seriously on September 10th
  14. MasterCard Is Ready To Become The First Card Company In Myanmar on September 10th



  1. Home Depot Shuts Down Remaining Big Box Stores In China, Announces Change In Strategy on September 14th
  2. Best Buy Looks To Steamroll RadioShack With Small Store Shift on September 13th
  3. Gap Heads To $40 By Expanding South Of The Border on September 13th
  4. Harley-Davidson Targets Tenfold Growth in India Through Aggressive Expansion on September 13th
  5. Coca-Cola's Dasani Water Drops Will Expand Its Low-Calorie Offerings on September 12th
  6. McDonald's Improved Same Store Sales In August Offer Hope For Upside on September 12th
  7. Home Depot's Buyout Of U.S. Home Systems On Track Despite Lawsuits on September 11th
  8. Kimberly-Clark Is Realizing Upside Through Strong Margin Growth on September 11th
  9. Express Scripts And Walgreen Make Up But Tricare Is Still A Concern on September 10th
  10. Toyota Bets On Extreme Ends Of The Auto Market On Its Way To $90 on September 10th
  11. Strong Benzo Sales Help Daimler Roll To $61 on September 10th
  12. How Tesla Wins From The Obama Administration's ATV Incentives on September 10th
  13. GM Hopes To Turn Around Its Indian Fortunes on September 10th


Industrials & Transportation

  1. United Technologies Faces Tough Macro But Is Still Worth $93 on September 13th
  2. FedEx Earnings To Show Weak Global Economic Environment on September 13th
  3. U.S. Airlines Post A Good First-Half Of 2012 on September 12th
  4. The Chinese Slowdown Will Hit CSX's Coal Freight Business on September 12th
  5. UPS' Acquisition Of TNT Express Will Create A Logistics Behemoth on September 11th
  6. New Contract Wins Will Help Johnson Controls Manage Economic Headwinds on September 11th
  7. FedEx, UPS Gain Only Partial Access To China's Domestic Express Delivery Market on September 11th
  8. Asia-Pacific Is The Most Important Battleground For Boeing And Airbus on September 11th
  9. Caterpillar's Stock Digs Up Gains On China's New Stimulus on September 10th


Health Care

  1. Abbott Labs Stock Can Reach $80 On These Drivers on September 14th
  2. Pfizer Heads To $25 As WHO Backs Prevenar Vaccine For Adults on September 14th
  3. Roche Defends $47 Value With Strong R&D Pipeline on September 13th
  4. Merck Updates: Singulair Prescriptions See A Steep Decline Post-Patent Expiry on September 12th
  5. JNJ Knocks On FDA Door A Second Time For Broader Use Of Anticlotting Drug Xarelto on September 11th
  6. Pfizer Settles Lawsuits With Mylan And Impax Over Generic Detrol LA on September 11th
  7. Roche Leads Alzheimer Drug Race After Competitors Fail on September 10th
  8. Three Factors Why Bristol-Myers Is Worth $35 on September 10th
  9. Mesh Implants Lawsuits Haunt JNJ and Boston Scientific on September 10th


Energy & Utilities

  1. Chevron's Brazil Operations Will Remain Suspended After Court Upholds Ban on September 14th
  2. Anadarko And Eni SpA In Talks On Mozambique LNG Plant on September 14th
  3. Undervalued BP Will Sell A Chunk Of Its Gulf Assets For Spill Costs on September 12th
  4. Transocean Looks Cheap As It Sells Its Shallow Rigs To Focus On Deepwater on September 12th
  5. What Drives The $21 Price Estimate For Chesapeake Energy on September 10th
  6. Alpha Natural, Coal Stocks Jump On China Infrastructure Plans on September 10th
  7. Exxon Mobil-Rosneft Kara Sea Project To Begin Ahead of Schedule on September 10th


Media & Telecom

  1. Sprint's Unlimited Plans Mask LTE Disadvantage As 4G iPhone 5 Arrives on September 14th
  2. Nickelodeon Continues To Be A Problem For Viacom on September 14th
  3. News Corp's Conslidated Media Bid Is All About Sports And Pay-TV on September 14th
  4. AT&T Continues To Stitch Together Spectrum Deals As Verizon Races Ahead With LTE Plans on September 14th
  5. Viacom, Time Warner Cable And TV Everywhere on September 12th
  6. AT&T Will Focus On Profitability As iPhone 5 Is Here on September 12th
  7. HBO And TNT Help Time Warner Beam Reach $58 on September 12th


Basic Materials

  1. Rio Tinto Faces Growing Resource Nationalism In Mongolia Over Oyu Tolgoi Project on September 13th
  2. Delays At Jabal Sayid Cause Barrick To Lower 2013 Forecasts on September 13th
  3. Rio Tinto Gains Control Of BHP Billiton's Stake In Richards Bay Minerals on September 11th
  4. ArcelorMittal And USW Finally Manage To Strike A Deal on September 10th

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