Trefis: Highlights Week Ending 31 January 2014

February 1st, 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.

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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 95 top stories this week:

Technology (27 articles)

  • Amazon, 2 articles (1, 13)
  • Broadcom, 2 articles (2, 24)
  • Electronic Arts, 2 articles (15, 27)
  • EMC, 2 articles (4, 19)
  • Facebook, 2 articles (10, 17)
  • Qualcomm (2 articles (6, 18)
  • Symantec, 2 articles (7, 25)
  • Yahoo!, 2 articles (9, 12)

Consumer (22 articles)

  • Harley-Davidson, 2 articles (7, 21)

Industrials & Transportation (13 articles)

  • Corning, 2 articles (2, 13)

Financial Services (10 articles)

Energy & Utilities (8 articles)

  • ConocoPhillips, 2 articles (1, 7)

Basic Materials (7 articles)

Media & Telecom (6 articles)

  • Juniper Networks, (1, 5)

Health Care (2 articles)


All 95 investment stories this week are listed below.





  1. Amazon's Revenue Growth Slows Down on January 31st
  2. Broadcom Benefits From Strong Infrastructure Sales In Q4 But Baseband Margins Suffer on January 31st
  3. Google Earnings: Revenues Buoyed By Higher Ad Sales on January 31st
  4. EMC's Strong Quarter Driven By Emerging Storage And VMware on January 31st
  5. Robust Quarter Ends A Solid 2013 For VMware, Stock Worth $97 on January 30th
  6. Qualcomm Posts Mixed Q1 As Operational Efficiencies Counter Decline In ASPs; China Potential Ahead on January 30th
  7. Symantec Beats Q3 Guidance On Strong Realignment Progress But Top Line Risks Remain on January 30th
  8. Growing SaaS CRM Solutions Adoption By Large Enterprises To Benefit Salesforce, SAP on January 30th
  9. Yahoo! Japan Earnings: Mobile And New Strategy To Boost Revenues In the Future on January 30th
  10. Facebook Jumps On Strong Results on January 30th
  11. Lexmark Earnings: Revenues Beat Expectation as Margins Rise on January 29th
  12. Yahoo Earnings: Downtrend In Ad Revenues Continue on January 29th
  13. Amazon Can Expect Good Q4 On Holiday Sales on January 29th
  14. Seagate's Revenues Decline But Growth Potential Remains For Enterprise Storage on January 29th
  15. Electronic Arts Misses Revenue Guidance But Expands Margins Through Digital Growth on January 29th
  16. Solid-State Storage Leads To A Strong 2013 For SanDisk, Stock Worth $75 on January 28th
  17. Facebook Earnings Preview: Strong Growth Expected, But Watch Out For Signs Of Ad Monetization Approaching A Ceiling on January 28th
  18. Qualcomm Earnings Preview: Facing ASP And Margin Concerns Despite Holiday Season Boost on January 28th
  19. EMC Earnings Preview: Emerging Storage And Cloud To Drive Quarter As Core Business Stagnates on January 28th
  20. Apple Receives Holiday-Quarter Boost But Guidance Suffers On Inventory Changes And Software Revenue Deferrals on January 28th
  21. Constant Contact Pre-Earnings: Revenue And Margin Prospects Look Challenged Post Digital Industry Consolidation on January 27th
  22. Here's Why Travelzoo's Growth Will Re-accelerate In 2014 on January 27th
  23. Samsung's Weak Earnings Reflect Tough iPhone Competition Amid Rising Chipset Priceson January 27th
  24. Broadcom's Revenue To Decline In Q4'13 But Long-Term Prospects Remain Bright on January 27th
  25. Symantec Earnings Preview: Business Realignment In Focus on January 27th
  26. How Has Oracle's Server Division Fared Since Its Acquisition Of Sun Microsystems? on January 27th
  27. Electronic Arts Earnings Preview: Strong Portfolio To Support Digital Growth on January 27th




  1. Revlon Fiscal 2013 Pre-Earnings: Holiday Season Sales, Balance Sheet Condition In Focuson January 31st
  2. Latin America Helps Colgate-Palmolive Post Solid Organic Sales Growth In Q4 on January 31st
  3. Las Vegas Sands' Earnings Jump 32% As Macau Continues Its Impressive Growth on January 31st
  4. What's Driving Ralph Lauren's Average Revenue Per Square Foot on January 31st
  5. Earnings Review: Under Armour Beats All Expectations, Delivers 35% Topline Growth on January 31st
  6. Altria Posts Higher Earnings On Fatter Margins on January 31st
  7. Why Harley-Davidson Can't Break Through The Wall Of China on January 31st
  8. Coach Earnings Review: North America Disappoints Again, But International Growth Still Strong on January 30th
  9. Ford Delivers Strong Profits But Remains Cautious On Outlook on January 30th
  10. PepsiCo's Investment In Mexico Comes In The Wake Of Possible CSD Slowdown on January 30th
  11. Honda To Post Strong Profits On The Back Of Weak Yen on January 29th
  12. Beverage Companies Go Green In Hope To Sell More Water on January 29th
  13. Colgate-Palmolive Earnings Preview: Broad Growth Momentum To Continue With Innovation And Gross Margin Expansion on January 29th
  14. Starbucks' Profits Surge Despite Sales Slowing Down on January 29th
  15. Expect Chipotle To Post Strong Sales Though Margins Could Decline on January 28th
  16. Altria's Earnings To Be Higher On Better Margins on January 28th
  17. Hillshire Brands' Q2FY14 Earnings: Muted Sales Growth, Thinner Margins Expected on January 28th
  18. Strong Vehicle Demand And Increasing Electrical Content To Provide Growth For Lear on January 28th
  19. Kimberly-Clark's Results Meet Guidance, Future Looks Bright For Baby Care Business on January 28th
  20. Las Vegas Sands Will Continue To Ride High On Macau Growth on January 28th
  21. Harley-Davidson Earnings Preview: Project Rushmore Bikes Could Boost U.S. Sales; Margins Could Improve on January 27th
  22. P&G Grows Despite Flat Sales In Beauty And Developed Markets on January 27th



Industrials & Transportation

  1. Production Ramp Ups Lift Boeing's Net & Positions It For Robust 2014 on January 30th
  2. Corning’s Revenue Dips On Declines In Display, Specialty Materials Businesses on January 30th
  3. Unanticipated Surge In Holiday Season Deliveries May Hamper UPS’s Fourth Quarter Results on January 29th
  4. Sales Growth From Emerging Markets Will Drive 3M’s Fourth Quarter Results on January 29th
  5. Caterpillar's Results Clipped By Mining Weakness But Its Sales Will Likely Stabilize In 2014on January 29th
  6. Alaska & United's Profits Rise On Capacity Expansion Gains & Lower Fuel Costs on January 29th
  7. Lockheed Misses Earnings Guidance But Expects Higher Profits In 2014 on January 28th
  8. Johnson Controls' Profits Rise On Higher Auto Production & Cost Cutbacks on January 28th
  9. Union Pacific’s Overall Volume Grows Despite Weak Coal Shipments on January 28th
  10. Norfolk Southern’s Merchandise And Intermodal Business Help Post Strong Quarterly Results on January 28th
  11. Higher Commercial Aviation Demand Lifts UTC's Results Despite Military Weakness on January 28th
  12. Higher Commercial Airplane Deliveries Will Lift Boeing's Results on January 28th
  13. Falling LCD Prices And Seasonal Declines May Hamper Corning’s Sales on January 27th



Financial Services

  1. Financial Weekly Notes: BofA, Morgan Stanley & Barclays on January 31st
  2. Q4 2013 U.S. Investment Bank Round-Up: Equity Trading on January 31st
  3. Visa Maintains Growth Despite FX Headwinds And Tepid U.S. Volumes on January 31st
  4. Q4 2013 U.S. Investment Bank Round-Up: Fixed Income, Currencies & Commodities Trading on January 30th
  5. Q4 2013 U.S. Investment Bank Round-Up: Advisory Services on January 29th
  6. Q4 2013 U.S. Investment Bank Round-Up: Debt Origination on January 29th
  7. Q4 2013 U.S. Investment Banking Round-Up: Equity Underwriting on January 29th
  8. Soft European Market Outlook, Legal Uncertainty Could Present Downside To Deutsche Bank'sValue on January 28th
  9. Despite International Concerns, Visa And MasterCard To Gain From U.S. Holiday Sales on January 28th
  10. State Street's Core Operating Strengths Justify $78 Price on January 27th



Energy & Utilities

  1. ConocoPhillips' Earnings Rise On Better Volume Mix on January 31st
  2. SunPower's Residential Solar Business Remains Important Despite Utility-Scale Focus on January 31st
  3. Chevron To Post Lower Earnings On Lower Volumes, Thinner Margins on January 30th
  4. Why Transocean's Stock Has Been Trending Lower on January 30th
  5. Trends That Will Drive Halliburton and Baker Hughes Pumping Business This Year on January 29th
  6. Better Prices, Volume Mix To Fuel Earnings Growth At Exxon on January 29th
  7. Higher Commodity Prices, Better Production Mix To Boost ConocoPhillips' Earnings on January 28th
  8. Germany's Proposal To Tax Self-Consumption Of Solar Power Could Hurt Panel Demand on January 28th



Basic Materials

  1. Newmont Meets Production Expectations But Future Price Outlook Is Not So Bright on January 31st
  2. A Closer Look At Silver Wheaton's Yauliyacu Mine on January 31st
  3. DuPont Beats Estimates As Higher Agricultural Sales Offset Lower Chemical Prices on January 30th
  4. U.S. Steel Reports Higher Quarterly Loss Due To One-Time Charges on January 29th
  5. Dow's Earnings Expected To Swell On Thicker Margins on January 28th
  6. U.S. Steel Expected To Report Flat Year-Over-Year Results Despite Higher Prices on January 27th
  7. Freeport McMoran: Higher Production Compensates For Lower Copper And Gold Prices on January 27th



Media & Telecom

  1. NBCUniversal Drives Comcast's Q4 Earnings on January 30th
  2. Despite T-Mobile Competition, AT&T Posts Strong Q4 On Wider LTE Coverage And Lower Subsidies on January 29th
  3. Advertising Income Will Boost Viacom's Q1 Earnings on January 29th
  4. Time Warner Cable Continues To Bleed Pay-TV Subscribers on January 29th
  5. AT&T's Q4 Results To Show Impact Of T-Mobile Competition And Smartphone Subsidies on January 28th
  6. Comcast Q4 Earnings Preview: NBCUniversal And Pay-TV Subscriber Trend In Focus on January 27th



Health Care

  1. Medtronic's CoreValve Gets Early FDA Approval; U.S. Sales Likely To Get A Boost on January 30th
  2. Johnson & Johnson Is Going Strong on January 27th


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