Trefis: Highlights Week Ending 26 October 2012

October 27th, 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 clickable table of contents and most covered companies of the week.

Follow up:

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.



  1. Travelzoo's Earnings Fall On Macro Headwinds And Big Investments on October 26th
  2. Slowing Customer Growth A Worry For Constant Contact on October 26th
  3. Amazon Posts First Loss In Almost A Decade Despite Strong Sales on October 26th
  4. Baidu Earnings: Looking For Signs Of Faltering Search Dominance on October 26th
  5. Verisign Earnings: Registrations Grow As Renewed Contract Awaits Approval on October 26th
  6. Apple's iPad Sales Decline But iPhone 5 Helps Dodge Seasonality on October 26th
  7. Expedia Shows Growing Strength In Hotels & International Markets on October 26th
  8. Revised Zynga Estimates To $3.20 After Earnings on October 26th
  9. Perceptive Software & Laser Printers Carry Lexmark's Results on October 25th
  10. Symantec Performs Well Despite Weak PC Sales on October 25th
  11. eBay Offers Discounted Shipping To Merchants Through Its Tie-Up With FedEx on October 25th
  12. F5 Networks Looks Solid Despite Near Term Weakness on October 25th
  13. EMC Revenues Backed By Storage Strength And VMware Growth on October 25th
  14. SAP Earnings Show Solid Growth On New Initiatives on October 25th
  15. Motorola Dodges Macroeconomic Concerns With Strong Government Sales on October 25th
  16. Akamai Delivers Impressive Results On Strong Growth And Fatter Margins on October 25th
  17. Constant Contact Earnings: User Base Growth And Cross-Selling In Focus on October 25th
  18. Broadcom Shows Strong Growth But Warns On Weaker Outlook on October 24th
  19. VMware Continues Its Growth Momentum In Q3 on October 24th
  20. Facebook Accelerates Growth And Shows Promise In Mobile on October 24th
  21. Apple Earnings: iPhone Seasonality, iPads And China In Focus on October 24th
  22. Expedia's Earning Preview: Trends To Watch on October 24th
  23. Amazon's Earnings: Sales Growth And Operating Expenses In Focus on October 23rd
  24. Symantec Earnings Preview: What We're Watching on October 23rd
  25. HANA, Mobile And Cloud Services Drive SAP's Growth on October 23rd
  26. Akamai Delivers Faster Content And Fatter Earnings This Quarter on October 23rd
  27. TI Positive On Operational Efficiency Though Q4 Outlook Remains Weak on October 23rd
  28. EMC Results Will Ride Big Data And Cloud Market Growth on October 23rd
  29. Watch Government Spending Cuts In Motorola's Earnings on October 23rd
  30. F5 To Post Another Strong Quarter With Q4 Earnings on October 23rd
  31. Zynga Earnings Preview: Preliminary Results Show Zynga Has A Tough Year Ahead on October 23rd
  32. Stability Provides Platform For Potential Turnaround At Yahoo! on October 23rd
  33. Lexmark Earnings Preview: What We're Watching on October 22nd
  34. Virtualization, BYOD And Big Data To Drive VMware's Q3 Earnings on October 22nd



  1. Unilever Warns On Macro Headwinds Despite Solid Earnings on October 26th
  2. Colgate's Oral Care Business Is 40% Of Its Value And Posted Great Results on October 26th
  3. Procter & Gamble's Business Looks On The Mend on October 26th
  4. Growth Remains An Uphill Battle For Revlon on October 26th
  5. Jones Group’s Revenues Decline But Brand Performance Looks Promising on October 26th
  6. Altria's Results Backed By Strong Copenhagen Sales And Cheaper Smokes on October 25th
  7. Kimberly Clark's Net Sales Decline But Margins Improve on October 25th
  8. Avon Products Earnings: Look For The Turnaround Strategy on October 25th
  9. Dr Pepper Delivers Better Pricing But Cuts Guidance On Weak Volumes on October 25th
  10. GM Sambas In Brazil With New Models To Spur Demand on October 25th
  11. How Important Are Gasoline Prices To Costco? on October 24th
  12. Aeropostale Tries Appealing To Tech-Oriented Shoppers Amid A Challenging Environment on October 24th
  13. Coach's Men's Business And China Growth Buttress Our $85 Estimate on October 24th
  14. Harley-Davidson's Sluggish US Sales Offset Solid International Growth on October 24th
  15. Unilever Earnings: Personal Care And Emerging Market Growth In Focus on October 24th
  16. Procter & Gamble Earnings: Spotlight On CEO As Investors Want Good News on October 24th
  17. RadioShack Earnings: Profits And Gross Margins Fall on October 24th
  18. Daimler's Slowing Mercedes Sales A Worry For Earnings Though Solid Truck Sales Help on October 24th
  19. Smokeless Products And Margin Growth Are Keys For Altria's Earnings on October 24th
  20. Kimberly-Clark Q3 Earnings: Volumes And Margin Growth In Focus on October 23rd
  21. Kraft Coffee Pods Could Actually Benefit Green Mountain on October 23rd
  22. Dr Pepper Snapple Trends To Watch In Earnings on October 22nd
  23. Jones Group Earnings Preview: International Growth In Focus As US Consolidates on October 22nd
  24. Harley-Davidson Q3 Earnings Preview: What We’re Watching on October 22nd
  25. McDonald's Earnings Hurt By Slower Sales on October 22nd
  26. Chipotle Mexican Gets Grilled; Sales Fall Short on October 22nd
  27. RadioShack Earnings Preview: Grim News Expected on October 22nd
  28. Coach Earnings Preview: Spending Trends In US And Asia In Focus on October 22nd
  29. Revlon Earnings Preview: What We Are Watching on October 22nd


Industrials & Transportation

  1. UPS Outlook Improves As International Business Recovers on October 26th
  2. Corning: Declining LCD Prices Offset Gains From Gorilla Glass Sales on October 25th
  3. 3M Shows Solid Growth But Lowers Outlook On Macro Uncertainty on October 25th
  4. Weak Global Economic Growth Weighs On United Technologies' Earnings on October 25th
  5. Norfolk Southern's Earnings Sound Alarm Bells For Investors on October 24th
  6. Higher Passenger Traffic Will Lift JetBlue's Earnings on October 24th
  7. Additional Routes Will Provide A Tailwind To Alaska's Earnings on October 24th
  8. United Faces Tough Earnings On Lower Passenger Traffic on October 24th
  9. Caterpillar's Worth $95 Though Lowered Outlook Weighs On Sentiment on October 23rd
  10. Delta's Q3: Higher Passenger Fares Can Offset Lower Passenger Traffic on October 23rd
  11. Weak LCD Prices Will Continue To Weigh On Corning's Earnings on October 23rd
  12. US Airways' Results To Catch Tailwind On Higher Passenger Traffic And Yield on October 23rd
  13. Commercial Aircraft Deliveries Will Lift Boeing's Outlook on October 23rd
  14. A Constrained Fiscal Environment Will Impact Lockheed's Earnings And Outlook on October 22nd
  15. Norfolk Southern's Managment Must Lay Out Strategic Initiatives on October 22nd
  16. United Technologies Could Get A Lift From China's Monetary Easing on October 22nd
  17. UPS' Earnings To Show Lower International Delivery Demand on October 22nd
  18. GE's Revenues Disappoint But Earnings Growth Forecast Maintained on October 22nd


Media & Telecom

  1. Sirius XM's Earnings: Subscriber Gains To Carry Growth on October 26th
  2. New York Times Ad Sales Fall But Digital Subscribers Offer Hope on October 26th
  3. Sprint's iDEN Losses Deepen But iPhone And Network Vision Bring Optimism on October 26th
  4. Sprint Expands LTE Coverage In A Bid To Catch Up With Rivals on October 25th
  5. Comcast's Earnings: Pay-TV Subscriber Trends And Broadband In Focus on October 25th
  6. New Products Help Juniper Beat Guidance But Macro Concerns Linger on October 24th
  7. AT&T's LTE Prospects Lifted By The FCC's WCS Spectrum Approval on October 24th
  8. AT&T Earnings: Data Growth Continues While Postpaid Adds Surprise On The Downside on October 24th
  9. Netflix's Outlook Is Smacked By Lower Subscriber Guidance And Rising Cost Pressures on October 24th
  10. Sprint's Postpaid Adds And iPhone Performance In Focus This Earnings on October 24th
  11. Digital Remains The Key For NYT's Q3 Earnings on October 23rd
  12. AT&T Earnings: Data Growth And Profitability In Focus Amid A Crowded Market on October 22nd
  13. Juniper Earnings Preview: Focus On New Products on October 22nd


Health Care

  1. Pfizer’s Earnings Will Show The Pain From Patent Expirations on October 26th
  2. Merck Should Post Modest Growth In Earnings on October 24th
  3. UnitedHealth Group: New Coverage With $70 Price Estimate on October 24th
  4. Bristol Myers' Plavix Patent Cliff Will Weigh On Results on October 23rd
  5. Roche Holdings: Oncology Drugs Drive Q3 Sales Growth on October 22nd
  6. Boston Scientific Earnings Disappoint As Sales Decline Steeply on October 22nd
  7. Abbott Labs: Humira Growth Disappoints on October 22nd


Energy & Utilities

  1. Anadarko Earnings Preview: What We Are Watching on October 26th
  2. Conoco's Results Hit By Lower Realized Prices But But Big Projects On Track on October 26th
  3. ConocoPhillips: High Oil And International Gas Prices To Boost Results on October 24th
  4. BP Switches Partners In Russia Through Sale of Stake In TNK-BP To Rosneft on October 23rd
  5. Kinder Morgan's Earnings Gain On Higher Crude Prices And Natural Gas Boom on October 23rd
  6. Schlumberger Has A Solid Quarter, Baker Hughes Less So on October 22nd


Basic Materials

  1. Cliffs Earnings: Profits Down On Lower Prices And Higher Expenses on October 25th
  2. Vale's Profits Fall Due To Low Iron Prices on October 25th
  3. DuPont's Weak Results Show Slowing Asian Demand on October 24th
  4. Cliffs Earnings Preview: Low Iron Ore Prices To Weigh On Results on October 23rd
  5. Vale Earnings Preview: Low Iron Ore Prices Will Erode Profits on October 23rd
  6. Freeport McMoran Results Come In Light But Outlook Remains Bright on October 23rd


Financial Services

  1. CME Group's Earnings Get The Low Trading Volume Blues on October 26th
  2. Credit Suisse Plans More Cost Cuts After Lukewarm Quarter on October 25th
  3. Nasdaq Feels The Pinch Of Lower Trading Volumes But Data Services Help on October 25th
  4. CME Group Q3 Earnings Preview: What We're Watching on October 24th
  5. Nasdaq OMX Q3 Earnings: What We're Watching on October 23rd

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1 comment

  1. Fredrick says :

    Thanks for listing the top stories industry wise. The articles on Media and telecom look of great help to me and my team.



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