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 clickable table of contents and most covered companies of the week.
Table of Contents for the 116 top stories this week:
Technology (34 articles)
- Akamai, 2 articles (16, 26)
- Apple, 2 articles (6, 21)
- Amazon, 2 articles (3, 23)
- Constant Contact, 2 articles (2, 17)
- EMC, 2 articles (13, 28)
- Expedia, 2 articles (7, 22)
- Lexmark, 2 articles (9, 33)
- Symantec, 2 articles (10, 24)
- VMWare, 2 articles (19, 34)
- Zynga, 2 articles (8, 31)
Consumer (29 articles)
- Altria, 2 articles (6, 19)
- Coach, 2 articles (13, 28)
- Dr. Pepper Snapple, 2 articles (9, 22)
- Harley-Davidson, 2 articles (14, 24)
- Jones Group, 2 articles (5, 23)
- Kimberly Clark, 3 articles (7, 20)
- Proctor & Gamble, 2 articles (3, 16)
- Radio Shack, 2 articles (17, 27)
- Revlon, 2 articles (4, 29)
- Unilever, 2 articles (1, 15)
Industrials & Transportation (16 articles)
- Norfolk Southern, 2 articles (5, 15)
- UPS, 2 articles (1, 17)
- United Technologies, 2 articles (4, 16)
Media & Telecom (13 articles)
- Sprint, 3 articles (3, 4, 10)
- AT&T, 3 articles (7, 8, 12)
- New York Times, 2 articles (2, 11)
Health Care (7 articles)
Energy & Utilities (6 articles)
- Conoco Phillips, 2 articles (2, 3)
Basic Materials (6 articles)
- Cliffs Natural Resources, 2 articles (1, 4)
- Vale, 2 articles (2, 5)
Financial Services (5 articles)
- CME Group, 2 articles (1, 4)
- Nasdaq OMX, 2 articles (3, 5)
All 116 investment stories this week are listed below.
Technology
- Travelzoo’s Earnings Fall On Macro Headwinds And Big Investments on October 26th
- Slowing Customer Growth A Worry For Constant Contact on October 26th
- Amazon Posts First Loss In Almost A Decade Despite Strong Sales on October 26th
- Baidu Earnings: Looking For Signs Of Faltering Search Dominance on October 26th
- Verisign Earnings: Registrations Grow As Renewed Contract Awaits Approval on October 26th
- Apple’s iPad Sales Decline But iPhone 5 Helps Dodge Seasonality on October 26th
- Expedia Shows Growing Strength In Hotels & International Markets on October 26th
- Revised Zynga Estimates To $3.20 After Earnings on October 26th
- Perceptive Software & Laser Printers Carry Lexmark’s Results on October 25th
- Symantec Performs Well Despite Weak PC Sales on October 25th
- eBay Offers Discounted Shipping To Merchants Through Its Tie-Up With FedEx on October 25th
- F5 Networks Looks Solid Despite Near Term Weakness on October 25th
- EMC Revenues Backed By Storage Strength And VMware Growth on October 25th
- SAP Earnings Show Solid Growth On New Initiatives on October 25th
- Motorola Dodges Macroeconomic Concerns With Strong Government Sales on October 25th
- Akamai Delivers Impressive Results On Strong Growth And Fatter Margins on October 25th
- Constant Contact Earnings: User Base Growth And Cross-Selling In Focus on October 25th
- Broadcom Shows Strong Growth But Warns On Weaker Outlook on October 24th
- VMware Continues Its Growth Momentum In Q3 on October 24th
- Facebook Accelerates Growth And Shows Promise In Mobile on October 24th
- Apple Earnings: iPhone Seasonality, iPads And China In Focus on October 24th
- Expedia’s Earning Preview: Trends To Watch on October 24th
- Amazon’s Earnings: Sales Growth And Operating Expenses In Focus on October 23rd
- Symantec Earnings Preview: What We’re Watching on October 23rd
- HANA, Mobile And Cloud Services Drive SAP’s Growth on October 23rd
- Akamai Delivers Faster Content And Fatter Earnings This Quarter on October 23rd
- TI Positive On Operational Efficiency Though Q4 Outlook Remains Weak on October 23rd
- EMC Results Will Ride Big Data And Cloud Market Growth on October 23rd
- Watch Government Spending Cuts In Motorola’s Earnings on October 23rd
- F5 To Post Another Strong Quarter With Q4 Earnings on October 23rd
- Zynga Earnings Preview: Preliminary Results Show Zynga Has A Tough Year Ahead on October 23rd
- Stability Provides Platform For Potential Turnaround At Yahoo! on October 23rd
- Lexmark Earnings Preview: What We’re Watching on October 22nd
- Virtualization, BYOD And Big Data To Drive VMware’s Q3 Earnings on October 22nd
Consumer
- Unilever Warns On Macro Headwinds Despite Solid Earnings on October 26th
- Colgate’s Oral Care Business Is 40% Of Its Value And Posted Great Results on October 26th
- Procter & Gamble’s Business Looks On The Mend on October 26th
- Growth Remains An Uphill Battle For Revlon on October 26th
- Jones Group’s Revenues Decline But Brand Performance Looks Promising on October 26th
- Altria’s Results Backed By Strong Copenhagen Sales And Cheaper Smokes on October 25th
- Kimberly Clark’s Net Sales Decline But Margins Improve on October 25th
- Avon Products Earnings: Look For The Turnaround Strategy on October 25th
- Dr Pepper Delivers Better Pricing But Cuts Guidance On Weak Volumes on October 25th
- GM Sambas In Brazil With New Models To Spur Demand on October 25th
- How Important Are Gasoline Prices To Costco? on October 24th
- Aeropostale Tries Appealing To Tech-Oriented Shoppers Amid A Challenging Environment on October 24th
- Coach’s Men’s Business And China Growth Buttress Our $85 Estimate on October 24th
- Harley-Davidson’s Sluggish US Sales Offset Solid International Growth on October 24th
- Unilever Earnings: Personal Care And Emerging Market Growth In Focus on October 24th
- Procter & Gamble Earnings: Spotlight On CEO As Investors Want Good News on October 24th
- RadioShack Earnings: Profits And Gross Margins Fall on October 24th
- Daimler’s Slowing Mercedes Sales A Worry For Earnings Though Solid Truck Sales Help on October 24th
- Smokeless Products And Margin Growth Are Keys For Altria’s Earnings on October 24th
- Kimberly-Clark Q3 Earnings: Volumes And Margin Growth In Focus on October 23rd
- Kraft Coffee Pods Could Actually Benefit Green Mountain on October 23rd
- Dr Pepper Snapple Trends To Watch In Earnings on October 22nd
- Jones Group Earnings Preview: International Growth In Focus As US Consolidates on October 22nd
- Harley-Davidson Q3 Earnings Preview: What We’re Watching on October 22nd
- McDonald’s Earnings Hurt By Slower Sales on October 22nd
- Chipotle Mexican Gets Grilled; Sales Fall Short on October 22nd
- RadioShack Earnings Preview: Grim News Expected on October 22nd
- Coach Earnings Preview: Spending Trends In US And Asia In Focus on October 22nd
- Revlon Earnings Preview: What We Are Watching on October 22nd
Industrials & Transportation
- UPS Outlook Improves As International Business Recovers on October 26th
- Corning: Declining LCD Prices Offset Gains From Gorilla Glass Sales on October 25th
- 3M Shows Solid Growth But Lowers Outlook On Macro Uncertainty on October 25th
- Weak Global Economic Growth Weighs On United Technologies’ Earnings on October 25th
- Norfolk Southern’s Earnings Sound Alarm Bells For Investors on October 24th
- Higher Passenger Traffic Will Lift JetBlue’s Earnings on October 24th
- Additional Routes Will Provide A Tailwind To Alaska’s Earnings on October 24th
- United Faces Tough Earnings On Lower Passenger Traffic on October 24th
- Caterpillar’s Worth $95 Though Lowered Outlook Weighs On Sentiment on October 23rd
- Delta’s Q3: Higher Passenger Fares Can Offset Lower Passenger Traffic on October 23rd
- Weak LCD Prices Will Continue To Weigh On Corning’s Earnings on October 23rd
- US Airways’ Results To Catch Tailwind On Higher Passenger Traffic And Yield on October 23rd
- Commercial Aircraft Deliveries Will Lift Boeing’s Outlook on October 23rd
- A Constrained Fiscal Environment Will Impact Lockheed’s Earnings And Outlook on October 22nd
- Norfolk Southern’s Managment Must Lay Out Strategic Initiatives on October 22nd
- United Technologies Could Get A Lift From China’s Monetary Easing on October 22nd
- UPS’ Earnings To Show Lower International Delivery Demand on October 22nd
- GE’s Revenues Disappoint But Earnings Growth Forecast Maintained on October 22nd
Media & Telecom
- Sirius XM’s Earnings: Subscriber Gains To Carry Growth on October 26th
- New York Times Ad Sales Fall But Digital Subscribers Offer Hope on October 26th
- Sprint’s iDEN Losses Deepen But iPhone And Network Vision Bring Optimism on October 26th
- Sprint Expands LTE Coverage In A Bid To Catch Up With Rivals on October 25th
- Comcast’s Earnings: Pay-TV Subscriber Trends And Broadband In Focus on October 25th
- New Products Help Juniper Beat Guidance But Macro Concerns Linger on October 24th
- AT&T’s LTE Prospects Lifted By The FCC’s WCS Spectrum Approval on October 24th
- AT&T Earnings: Data Growth Continues While Postpaid Adds Surprise On The Downside on October 24th
- Netflix’s Outlook Is Smacked By Lower Subscriber Guidance And Rising Cost Pressures on October 24th
- Sprint’s Postpaid Adds And iPhone Performance In Focus This Earnings on October 24th
- Digital Remains The Key For NYT’s Q3 Earnings on October 23rd
- AT&T Earnings: Data Growth And Profitability In Focus Amid A Crowded Market on October 22nd
- Juniper Earnings Preview: Focus On New Products on October 22nd
Health Care
- Pfizer’s Earnings Will Show The Pain From Patent Expirations on October 26th
- Merck Should Post Modest Growth In Earnings on October 24th
- UnitedHealth Group: New Coverage With $70 Price Estimate on October 24th
- Bristol Myers’ Plavix Patent Cliff Will Weigh On Results on October 23rd
- Roche Holdings: Oncology Drugs Drive Q3 Sales Growth on October 22nd
- Boston Scientific Earnings Disappoint As Sales Decline Steeply on October 22nd
- Abbott Labs: Humira Growth Disappoints on October 22nd
Energy & Utilities
- Anadarko Earnings Preview: What We Are Watching on October 26th
- Conoco’s Results Hit By Lower Realized Prices But But Big Projects On Track on October 26th
- ConocoPhillips: High Oil And International Gas Prices To Boost Results on October 24th
- BP Switches Partners In Russia Through Sale of Stake In TNK-BP To Rosneft on October 23rd
- Kinder Morgan’s Earnings Gain On Higher Crude Prices And Natural Gas Boom on October 23rd
- Schlumberger Has A Solid Quarter, Baker Hughes Less So on October 22nd
Basic Materials
- Cliffs Earnings: Profits Down On Lower Prices And Higher Expenses on October 25th
- Vale’s Profits Fall Due To Low Iron Prices on October 25th
- DuPont’s Weak Results Show Slowing Asian Demand on October 24th
- Cliffs Earnings Preview: Low Iron Ore Prices To Weigh On Results on October 23rd
- Vale Earnings Preview: Low Iron Ore Prices Will Erode Profits on October 23rd
- Freeport McMoran Results Come In Light But Outlook Remains Bright on October 23rd
Financial Services
- CME Group’s Earnings Get The Low Trading Volume Blues on October 26th
- Credit Suisse Plans More Cost Cuts After Lukewarm Quarter on October 25th
- Nasdaq Feels The Pinch Of Lower Trading Volumes But Data Services Help on October 25th
- CME Group Q3 Earnings Preview: What We’re Watching on October 24th
- Nasdaq OMX Q3 Earnings: What We’re Watching on October 23rd