Trefis: Highlights Week Ending 10 January 2014

January 11th, 2014
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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 48 top stories this week:

Technology (15 articles)

  • Salesforce, 2 articles (6, 13)

Consumer (11 articles)

  • Bed, Bath & Beyond, 2 articles (4, 8)
  • Gap, 2 articles (2, 9)

Media & Telecom (8 articles)

Financial Services (7 articles)

Basic Materials (3 articles)

  • Alcoa, 2 articles (1, 3)

Energy & Utilities (2 articles)

Industrials & Transportation (1 article)

Health Care (1 article)

All 48 investment stories this week are listed below.




  1. Yahoo Steps Up Product And Platform Launch To Boost Its Revenues on January 10th
  2. Re-Evaluating Amazon Prime's Strength on January 9th
  3. Intel's Earning Preview: PC Segment Remains Weak But Data Center To Continue Growing on January 9th
  4. How EMC's Alleged NSA Links Could Impact Its Value on January 9th
  5. Priceline Could Get Bigger In Vacation Rentals By Acquiring HomeAway on January 8th
  6. Bearish Stance Despite Price Revision For Salesforce on January 8th
  7. Pandora To Reduce Ad Frequency In Cars on January 8th
  8. With Elpida On Board & Improving Market Condition Micron Reports A Solid Q1'14 on January 8th
  9. Samsung's Weak Earnings Forecast Heightens Smartphone Worries Even As Chipset Prices Soar on January 8th
  10. Adobe Price Estimate Revised To $50.78 on January 7th
  11. Western Digital Offers A Personal Cloud To Consumers on January 7th
  12. Growing Competition For VMware In Virtualization Market on January 7th
  13. Salesforce's $50 Price Revision: Revenue Estimates Raised, Operating Loss Expected For CY2013 on January 6th
  14. Nvidia Sets New Mobile Standards With Tegra K1 on January 6th
  15. Key Trends Impacting ERP Software Revenues For SAP In 2014 on January 6th




  1. Factors Supporting Our Bullish Outlook For American Eagle Outfitters – Part I on January 10th
  2. Here's Why We Think Gap Inc Is Worth $50 – Part 2 on January 10th
  3. Why Are Cosmetics Players Exiting China? on January 9th
  4. Bed Bath & Beyond's Shares Fall Due To Slow Growth & Weak Outlook on January 9th
  5. Obstacles To Under Armour's Growth on January 9th
  6. Toyota Serious About Fuel Cells; Debuts FCV Concept At Las Vegas on January 9th
  7. GameStop Investors Needn't Panic Over Playstation Now Just Yet on January 8th
  8. Bed Bath & Beyond Earnings Preview: Housing Recovery And Strong Market Position Can Translate Into Steady Growth on January 7th
  9. Here's Why We Think Gap Inc Is Worth $50 – Part 1 on January 7th
  10. Implications Of Halting SMT Program On Avon's Q4 on January 6th
  11. High Inventory And Traffic Decline Suggest A Weak Holiday Season For Abercrombie & Fitchon January 6th



Media & Telecom

  1. Juniper Fairly Valued At $23.50, If Q4 Doesn't Throw Up Any Emerging Markets Surprise on January 10th
  2. Verizon To Bolster LTE Data Capacity With T-Mobile Spectrum on January 9th
  3. Broadband Business Remains The Growth Engine For Time Warner Cable on January 8th
  4. China Unicom's Valuation Raised By 10% Due To Interconnection Fee Revision on January 7th
  5. AT&T Looks To Tackle Wireless Saturation With ‘Sponsored' ARPU Growth on January 7th
  6. DC Characters Help Time Warner Top 2013 Global Box Office Grossing on January 7th
  7. Is Liberty Media Paying The Right Price For Sirius XM? on January 6th
  8. China Mobile Price Estimate Revised to $55 Due To Change In Interconnection Fee on January 6th



Financial Services

  1. Debt Origination Figures Remain Depressed In Q4 on January 10th
  2. Strong Equity Market Activity In Q4 Boosts Underwriting Fees For Banks on January 10th
  3. RBS Sells Branch Banking Operations In Chicago Area To U.S. Bancorp on January 9th
  4. Did Big Banks Continue To Misprice Mortgage Securities After The Downturn? on January 9th
  5. Complicity in Madoff Scheme Costs JPMorgan $2.6 Billion on January 8th
  6. M&A Activity Was Depressed In 2013 Despite Healthy Q4 Figures on January 7th
  7. The Biggest U.S. Banks Continue To Grow: Good News Or Bad News? on January 6th



Basic Materials

  1. Alcoa Reports Lower Revenues On Aluminum Prices, Net Loss On Impairments on January 10th
  2. Dow's Potential Gain From Regulatory Approval Of The Enlist Weed Control System on January 10th
  3. Alcoa Earnings Preview: Low Aluminum Prices Will Weigh On Results on January 6th



Energy & Utilities

  1. What To Expect From KMP's CO2 And Natural Gas Pipelines Business In 2014 on January 8th
  2. A Look At Yingli's Recent Utility-Scale Solar Deals on January 6th



Industrials & Transportation

  1. Airline Profits Will Glide Higher On US Oil Boom on January 9th



Health Care

  1. Merck Gets FDA Approval For New Formulation Of Isentress As It Continues To Focus On Anti-Infectives on January 9th


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