Trefis: Highlights Week Ending 01 March 2013

March 3rd, 2013
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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.

Follow up:

Table of Contents for the 98 top stories this week:

Consumer (30 articles)

  • Home Depot, 2 articles (7, 30)
  • Limited Brands, 2 articles (6, 23)
  • Phillip Morris, 2 articles (4, 28)
  • Target, 2 articles (9, 24)

Technology (29 articles)

  • Apple, 2 articles (3, 20)
  • Goupon, 2 articles (10, 27)
  • Intel (8, 18)
  • Nokia, 2 articles (3, 19)
  • Samsung, 2 articles (3, 11)

Financial Services (11 articles)

  • CME Group, 2 articles (4, 8)
  • JP Morgan Chase, 2 article (6, 7)
  • Royal Bank of Scotland, 2 articles (3, 10)

Media & Telecom (7 articles)

Industrials & Transportation (6 articles)

Health Care (6 articles)

  • Merck, 2 articles (3, 4)
  • Pfizer, 2 articles (1, 6)

Energy & Utilities (5 articles)

  • Solar stocks, 2 articles (3, 4)

Basic Materials (4 articles)

  • Vale, 2 articles (1, 3)

All 98 investment stories this week are listed below.



  1. Gap's Q4 Earnings: Strong Results And Better Outlook on March 1st
  2. Urban Outfitters Earnings: Holiday Sales And Direct-To-Consumer Will Help Drive Big Growth on March 1st
  3. Ann Taylor Earnings Will Ring Up Growth In Online And Multi-Channel Businesses on March 1st
  4. Avon's Insurance-Based Incentives In Mexico Could Help Retention And Growth on March 1st
  5. A Closer Look At Philip Morris' Asia Opportunity on March 1st
  6. Limited Brand Reports Solid Results Despite Weak Holidays on March 1st
  7. Home Depot Outpaces Lowe's As Housing Recovery Boosts Sales on February 28th
  8. What's The Outlook For Aeropostale's Branded Stores? on February 28th
  9. Target Reports Weak Q4 Results But Better Times Are Ahead on February 28th
  10. American Eagle Outfitters Should Post Strong Results on February 28th
  11. Three Reasons To Be Cautious About Green Mountain on February 28th
  12. As European Sales Weaken Harley-Davidson Shifts Gears To Emerging Markets on February 27th
  13. RadioShack's Results Show Lack Of Catalysts Amid Industry Headwinds on February 27th
  14. Honda Pursues The Luxury Market With Acura Revamp on February 27th
  15. Altria Bets On Its Brand Strength To Drive Long-Term Value on February 27th
  16. How Will The Competition With Michael Kors Play Out For Coach? on February 27th
  17. Three Reasons To Be Optimistic About Chipotle on February 27th
  18. The New CLA Could Be A Game Changer For Mercedes-Benz on February 27th
  19. Best Buy's Earnings: Margin Erosion And Sales Outlook In Focus on February 27th
  20. Why Ford's Future Could Be Much Brighter on February 27th
  21. Why Is China Important For Coach's Long Term Growth? on February 26th
  22. Why Unilever Will Remain The Leading Player In Deodorants on February 26th
  23. Limited Brands Earnings: Trends We're Watching on February 26th
  24. Weak Holiday Season Will Weigh On Target's Q4 Results on February 26th
  25. Rite Aid's Debt Refinancing Will Help Fund Wellness Stores Push on February 26th
  26. Housing Recovery Continues To Help Lowe's Improve Sales on February 26th
  27. How Well Will GameStop Adapt To The Digital Age? on February 25th
  28. More Trouble For Phillip Morris As New Zealand Introduces Plain Packaging Legislation on February 25th
  29. Abercrombie & Fitch Results Show Inventory Improvements And Gains From U.S. Consolidation on February 25th
  30. Housing Uptick To Boost Home Depot's Q4 Sales on February 25th



  1. How Electronic Arts Can Seamlessly Transition To Playstation 4 on March 1st
  2. Here's What Matters For Baidu's $115 Valuation on March 1st
  3. Weekly Mobile Notes: Nokia, Apple And Samsung on March 1st
  4. Here's How We Think Of Shutterfly's Stock Value on March 1st
  5. Poor Prepaid Demand For The iPhone Shows The Need For A Cheaper One on March 1st
  6. Pandora Puts 40-Hour Listening Cap On Ad-Based Mobile Service on March 1st
  7. The Solid State Drive (SSD) Threat To Seagate And Western Digital on February 28th
  8. What's Impacting Intel's Notebook Processor Market Share? on February 28th
  9. Sina Prioritizes Its Mobile Platform To Tap Future Growth on February 28th
  10. Groupon Sinks On Lowered Guidance And Falling Margins on February 28th
  11. Samsung Puts BlackBerry In Its Crosshairs With Knox Launch on February 27th
  12. Priceline Posts A Solid Quarter Though Growth Might Decelerate on February 27th
  13. How Does The SmartOps Acquisition Fit Into SAP's SCM Business? on February 27th
  14. AOL's Stock Looks Too Richly Valued Despite Improved Outlook on February 26th
  15. SanDisk's Jump Is Justified On Growth Outlook For Solid State Drives on February 26th
  16. What Factors Influence Perfect World's Active Paying User Base? on February 26th
  17. Symantec Has Upside From Storage Software Market Growth And Mobile Security Needs on February 26th
  18. Intel Expands Its Mobile Push With New Chips & Platforms on February 26th
  19. Nokia Looks To Stem Market Share Decline With More Affordable Lumias, 620 And 520 on February 26th
  20. Forget Einhorn, Apple Needs To Lay Out Its Plan For Growth Markets on February 26th
  21. A Snapshot Of Paychex's $35 Stock Value on February 26th
  22. Siemens May Sell Its Stake In Nokia Siemens Networks For Way Too Little on February 26th
  23. Qualcomm Eyes Emerging Markets With New Entry Level Quad-Core Chipsets on February 25th
  24. Salesforce's Social Media Push And Rising Costs In Focus With Earnings on February 25th
  25. A Look Into Factors Supporting Our PayPal Projections on February 25th
  26. HP Still Has A Long Way To Go Despite Encouraging Results on February 25th
  27. Groupon's Earnings Will Highlight The Progress On Its Shifting Business Model on February 25th
  28. Broadcom's Vying For Greater Share Of The LTE Baseband Market With New Chip on February 25th
  29. Dell's Results Show Its Shifting Focus And Recovery Will Take Time on February 25th


Financial Services

  1. Charles Schwab's Class Action Win Might Have Long Term Implications on March 1st
  2. Mobile Phone Evolution Will Help Visa And MasterCard Enter Developing Economies on March 1st
  3. Improving Operational Results Outweigh $4 Billion Q4 Loss For RBS on March 1st
  4. A Look At CME Group's Business And $58 Price Estimate on February 28th
  5. The Country's Biggest Banks Under Scrutiny For Aiding Payday Lenders on February 28th
  6. JPMorgan To Slash 17,000 Jobs With Eye On $27.5 Billion Income Target For 2014 on February 28th
  7. JPMorgan Spent Most On Lobbying Activities Among Banks Last Year on February 27th
  8. Why CME Group And Deutsche Bourse Merger Talks Make Strategic Sense on February 27th
  9. Why American Express Is Growing Its Third Party Issued Cards Business on February 27th
  10. RBS Earnings: More Investment Banking Cuts And Citizens Spin-Off on February 25th
  11. Here's Why Wells Fargo's PE Unit Will Flourish Despite The Volcker Rule on February 25th


Media & Telecom

  1. Dish Comes Up Short In Suit Against ESPN Over Contract Violations on March 1st
  2. More Differences Between Pay-TV & Media Industries: Will The Landscape Shift? on February 28th
  3. Sizing Up Netflix's International Subscriber Growth Potential on February 28th
  4. Clearwire Accepts Sprint Financing Making Its Dance With Dish Less Likely on February 27th
  5. Cisco Focuses On Service Providers And Software With Intucell Acquisition on February 27th
  6. What's The Outlook For Netflix's Margins? on February 27th
  7. New York Times' Plan To Trim Non-Core Businesses Makes Sense on February 25th


Industrials & Transportation

  1. Here's A Breakdown Of Union Pacific's Key Businesses on March 1st
  2. How Is Southwest's Fleet Modernization Aiding Its Growth? on February 28th
  3. Overcapacity In The Solar Industry Is Weighing On Corning on February 28th
  4. Union Pacific Hauls In A $140 Price Estimate On Better Pricing And Efficiency on February 26th
  5. Boeing Hopes To Return 787s To The Skies Soon With Its Proposed Fix on February 25th
  6. Norfolk Southern's Coal Business Feels The Pinch Of Weak Utility And Export Demand on February 25th


Health Care

  1. Pfizer Oncology Drugs Have Robust Growth Giving Stock Upside Potential on March 1st
  2. Boston Scientific: Downside Risks To Our $8 Price Estimate on February 28th
  3. Merck Patent Cliff: A Look At The Musculoskeletal Drugs Division on February 28th
  4. Merck Partners With Samsung Bioepis To Tap Billion Dollar Biosimilars Market on February 26th
  5. An Overview Of UnitedHealth's $70 Fair Value on February 26th
  6. Weekly Healthcare Notes: Pfizer And Roche Holdings on February 25th


Energy & Utilities

  1. Kinder Morgan Estimate Revised To $91 On Earnings And Deals on March 1st
  2. Transocean Q4 Preview: Performance In U.S. Gulf Of Mexico Will Drive Results on February 28th
  3. Trina Solar Posts Lackluster Q4 Numbers Despite Shipment Growth on February 27th
  4. First Solar's Q4 Revenue Looked Good But New Project Orders Needed To Sustain Growth on February 27th
  5. After Chesapeake Gives Sinopec A Sweetheart Deal Are More To Come? on February 26th


Basic Materials

  1. Vale Reports Net Quarterly Loss On Low Prices And Massive Impairments on March 1st
  2. Mongolian Government Suspending Licenses Doesn't Augur Well For Rio Tinto on February 28th
  3. Weak Vale Results Expected As Production And Investment Guidance Closely Watched on February 25th
  4. Newmont's Revenues Decline On Lower Production on February 25th

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