Trefis: Highlights Week Ending 15 November 2013

November 16th, 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.

Click on graphic for larger image and go to Trefis interactive page.

Click "Read more..." to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Follow up:

Table of Contents for the 56 top stories this week:

Technology (21 articles)

  • Twitter, 2 articles (2, 19)

Consumer (16 articles)

  • Wal-Mart, 2 articles (2, 16)

Media & Telecom (8 articles)

  • Cisco, 2 articles (2, 6)
  • Dish Network, 2 articles (3, 8)

Financial Services (4 articles)

Energy & Utilities (4 articles)

  • Yingli, 2 articles (1, 4)

Industrials & Transportation (2 articles)

Basic Materials (1 article)


All 56 investment stories this week are listed below.



  1. Salesforce Q3 Earnings Preview: Double Digit Revenue Growth And Margin Downtick To Continue on November 15th
  2. What Are The Biggest Risks That Twitter Faces? on November 15th
  3. Pandora Earnings Preview: Improving Monetization Remains Key As The Active User Base Growth Slows Down on November 15th
  4. Transformation In 2013 Sets Stage for Applied's Growth Momentum in 2014 on November 15th
  5. TI's Gross Profitability Has Improved and Will Remain Elevated on November 14th
  6. AMD's New APU Lineup To Accelerate Demand For Its Processors on November 14th
  7. Oracle's Growth Drivers: Cloud Adaptation & Database Management Systems on November 14th
  8. Yelp Price Estimate Revised To $44 on November 14th
  9. NetApp Posts Strong Quarter Despite Low OEM Sales on November 14th
  10. Activision Tries To Save The World (of Warcraft) Before The Console War on November 14th
  11. Factors Underlying Our Updated $21 Price Estimate For Constant Contact on November 14th
  12. Rising Weibo Monetization Propels Revenue Growth At Sina on November 14th
  13. Yahoo Inks Deal To Improve Video Ads Monetization on November 13rd
  14. Micron's Memory Product Prices To Decline In The Future on November 13rd
  15. Factors Driving Our $61 Estimate For Cree on November 13rd
  16. NetApp Earnings Preview: Software and Services to Drive Growth on November 13rd
  17. Leadership In Set-Top Boxes To Drive Broadcom's Broadband Business on November 12nd
  18. Is There Hope For Groupon? on November 12nd
  19. Potential Upside Scenarios For Twitter on November 12nd
  20. Priceline Beats Expectations In Yet Another Quarter As Domestic Business Adds Further Strength on November 11st
  21. Sina's Revenue Growth Could Accelerate In Q3 Driven By Alibaba on November 11st



  1. Urban Outfitters Earnings Preview: Expect Slower Growth Than Previous Quarters on November 15th
  2. Wal-Mart's Q3 Results Disappoint But E-Commerce And Smaller Format Stores Provide Hope on November 15th
  3. Target Earnings Preview: Soft Back-To-School Season Can Hamper Growth on November 15th
  4. Green Mountain Q4 Earnings: Margins Will Rise But K-Cup Volume Under Spotlight on November 15th
  5. How Costco Has Maintained A Steady Growth Rate In The U.S. on November 14th
  6. Tesla Announces Strong Results But Fails To Cheer Investors on November 14th
  7. A Review Of Jones Group's Jeanswear Business' Slump And Revival on November 13rd
  8. With Its Restructuring Efforts Underway Best Buy’s Revenue Growth Remains Under Pressure on November 12nd
  9. Rite Aid's October Sales Show A Continued Growth Momentum on November 12nd
  10. Ralph Lauren Supply Chain: Trends And Challenges on November 12nd
  11. Weak Yen Lifts Toyota's Profits But Unit Sales Remain Stagnant on November 12nd
  12. Ralph Lauren's Position In The Dynamic Global Luxury Market on November 11st
  13. Walgreen Going Strong With Robust October Sales Report on November 11st
  14. Weak October Sales Suggest McDonald's Might Be Running Out Of Ideas on November 11st
  15. Abercrombie & Fitch's Shares Slump As Third Quarter Sales Remain Disappointing on November 11st
  16. Wal-Mart's Results Will Be Weighed Down By Weak Economy And Inventory Pile Up on November 11st


Media & Telecom

  1. Advertising Gains At Media Networks Take Viacom's Earnings 28% Higher on November 15th
  2. Cisco Suffers From Emerging Market Slowdown, But Margin Improvement Is Promising on November 14th
  3. Dish Network Posts Impressive Results Driven By Growth In Pay-TV Subscribers on November 13rd
  4. Higher Ratings At Nickelodeon Will Help Viacom In Q4 Earnings on November 12nd
  5. Time Warner's Profits Jump 44% Driven By Its Cable Networks on November 12nd
  6. Cisco To Benefit From Macroeconomic Recovery, Federal Spending And Emerging Markets A Concern on November 11st
  7. Theme Parks Along with Consumer & Interactive Media Take Disney's Q4 Profits 12% Higher on November 11st
  8. Dish Network's Pay-TV Subscriber Trends And Wireless Plans In Focus on November 11st


Financial Services

  1. Q3 2013 U.S. Investment Bank Round-Up: Debt Origination on November 14th
  2. Q3 2013 U.S. Investment Banking Round-Up: Equity Underwriting on November 12nd
  3. Q3 2013 U.S. Investment Bank Round-Up: Advisory Services on November 11st
  4. Manulife Reports Strong Third Quarter Results, Set To Gain From Higher Interest Rates on November 11st


Energy & Utilities

  1. Trina Solar's Results Will Ride Growing Global Photovoltaic Demand on November 15th
  2. Chinese Shipments And Cost Improvements Drive Yingli's Q3 Results on November 13rd
  3. Transocean's Plans To Create An MLP And Cut Costs Are Encouraging on November 12nd
  4. Yingli Q3 Preview: Expect Higher Shipments And Gross Margins on November 11st


Industrials & Transportation

  1. FedEx Continues To Focus On Express Segment To Boost Revenues on November 13rd
  2. UPS Revised To $108 On Strong U.S. Ground, International Operation Performances on November 11st


Basic Materials

  1. Silver Wheaton's Profits Plummet On Weak Precious Metal Prices on November 13rd

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