Trefis: Highlights Week Ending 09 May 2014

May 10th, 2014
in contributors, syndication

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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 87 top stories this week:

Technology (22 articles)

  • Fox, 2 articles (4, 15)
  • Nvidia, 2 articles (5, 15)

Consumer (19 articles)

  • Green Mountain, 2 articles (2, 11)
  • Tesla, 2 articles (1, 12)
  • Toyota, 2 articles (6, 15)

Financial Services (14 articles)

  • AIG, 2 articles (8, 13)
  • Barclays, 2 articles (2, 5)
  • Morgan Stanley, 2 articles (2, 3)
  • Prudential, 2 articles (4, 9)

Energy & Utilities (12 articles)

  • Chesapeake, 2 articles (2, 9)
  • Duke Energy, 2 articles (3, 10)
  • First Solar, 2 articles (7, 12)
  • Transocean, 2 articles (4, 8)

Media & Telecom 10 articles)

  • DirecTV, 2 articles (2, 10)
  • Disney, 2 articles (1, 9)

Basic Materials (4 articles)

  • ArcelorMittal, 2 articles (1, 3)

Industrials & Transportation (3 articles)

Health Care (3 articles)


All 87 investment stories this week are listed below.


  1. Why We Increased Our Price Estimate For Monster on May 9th
  2. We Reduce Our Price Estimates As Groupon's Business Sustainability Comes Under Question Again on May 9th
  3. Here's Why Cree Can Manage To Increase Its Gross Margins on May 9th
  4. Cable Networks Help Fox Beat Q3 Estimates on May 9th
  5. Professional Graphics, PC Gaming & Tegra Drive Nvidia's Growth In Q1'15 on May 9th
  6. TripAdvisor Posts Strong Results On Meta Improvements, Ups Guidance on May 8th
  7. Why Intel Can Gain Additional Share In The Mobile Market? on May 8th
  8. Ctrip Q1FY14 Earnings: Revenue Growth Accelerates, Increased Operating Expenses Strain Margins on May 8th
  9. AOL Earnings: Restructuring Lowers Profitability Even As Ad Revenues Soar on May 8th
  10. Yahoo Eyes Big Bucks As Alibaba Files For IPO on May 7th
  11. Higher ARPU And Customer Base Growth Prospects Boost Valuation To $31 For Constant Contact on May 7th
  12. EA And Activision Beat Expectations As Digital Revolution Continues on May 7th
  13. Market Is Valuing LinkedIn More Realistically Now on May 6th
  14. Travelocity Partnership Boosts Expedia's First Quarter Results on May 6th
  15. Nvidia's Earnings Preview: PC Gaming, Tesla & Tegra Processors Will Drive Growth on May 6th
  16. Ctrip Q1FY14 Preview: Strong Top Line Growth, Margin Contraction Expected on May 6th
  17. Softer Ratings Will Weigh Over Fox's Q3 Earnings on May 6th
  18. Akamai's Solid Q1 Performance Offset By Near-Term Margin Concerns on May 6th
  19. AOL Earnings Preview: Growth In Ad Tech Platform To Take Center Stage on May 5th
  20. Slow Customer Growth A Bigger Problem For OpenTable Than Q1 Loss on May 5th
  21. Electronic Arts And Activision Earnings Preview: Digital Streams Should Lead To Margin Expansion on May 5th
  22. Motorola Posts Disappointing Q1 On Government Slowdown, Narrowbanding Impact on May 5th



  1. Tesla Earnings Review: Profits Decline But Tesla Still On Track To Meet Full-Year Targets on May 9th
  2. Brewer Sales Drive Keurig Green Mountain's Q2 Earnings on May 9th
  3. Ralph Lauren Earnings Preview: Strength In Wholesale Segment Likely To Offset Slow Growth In Retail on May 8th
  4. Innovative Product Launches Boost Q3FY14 Sales For Estèe Lauder on May 7th
  5. Target's CEO Steps Down Following The Massive Data Breach And Canadian Debacle on May 7th
  6. Toyota Earnings Preview: A Weak Yen To Improve Profitability on May 7th
  7. Energy Drinks Could Be The Growth Driver For Coca-Cola In The Domestic Market on May 7th
  8. A Late Easter Boosts Walgreen's April 2014 Sales on May 6th
  9. Weakness In Sales Should Continue For Avon on May 6th
  10. Wynn Sees Solid Macau Growth In Q1; Las Vegas Stay Muted on May 6th
  11. Green Mountain Earnings Preview: Stock Worth $81 On Rising Competition on May 6th
  12. Tesla Earnings Preview: Updates On Gigafactory, China And Assembly Line Anticipated on May 6th
  13. Revlon Posts Strong Numbers Post TCG Consolidation on May 5th
  14. Strong Performance in PBM Drives CVS' Growth In Q1'14 on May 5th
  15. Japanese Consumption-Tax Hike Could Hurt Toyota's Profits on May 5th
  16. Chipotle Delivers A Spectacular Quarter; Same-Store Sales Touch Record High After 8 Years on May 5th
  17. Dr. Pepper's Growth In Latin America Could Come From Penafiel on May 5th
  18. Hillshire Brands' Q3FY14 Earnings Preview: Higher Sales, Thinner Margins Expected on May 5th
  19. Severe Weather Impacts Dunkin' Brands' Q1 Results on May 5th


Financial Services

  1. Q1 2014 U.S. Banking Review: Assets Under Custody on May 9th
  2. Financials Weekly Notes: Citigroup, Morgan Stanley and Barclays on May 9th
  3. FINRA Fines Morgan Stanley $5 Million For Improper IPO Procedures on May 8th
  4. Prudential's Earnings Helped By U.S. Retirement Growth, International Operations Disappoint on May 8th
  5. Poor Trading Revenues Weigh On Barclays' Q1 Results on May 7th
  6. IntercontinentalExchange Earnings Preview: Post-Acquisition Derivatives Trading In Focus on May 6th
  7. UBS Follows Up Lukewarm Q1 Results With Proposal For A New Global Structure on May 6th
  8. FX Headwinds And Adverse Weather Conditions Nullify AIG's Expansion on May 6th
  9. Prudential Financial Earnings Preview: Focus On Retirement Solutions, International Growth on May 5th
  10. Manulife's Pricing Strategy Hurts U.S. Insurance Operations, Asian Expansion On Track on May 5th
  11. RBS Shares Soar After Low Impairment Costs Boost Q1 Results on May 5th
  12. MasterCard Maintains Growth Despite Severe Winter Conditions In The U.S., FX Headwinds In Asia on May 5th
  13. AIG Earnings Preview: P&C Profitability Holds The Key to Results on May 5th
  14. CME's Q1 Driven By Interest Rate Products, Positive Outlook For FX And Metals on May 5th


Energy & Utilities

  1. BP Revised To $54 On Improving Production, Margin Outlook on May 8th
  2. Higher Gas Prices, NGL Production Drive Chesapeake Energy's Earnings on May 8th
  3. Duke Energy's Earnings Benefit From Colder Weather, International Business on May 8th
  4. Transocean Has A Good Q1 As Dayrates And Revenue Efficiencies Rise on May 8th
  5. Yingli Green Energy Q1 Preview: ASPs and Gross Margins Should Increase on May 7th
  6. Trina Solar's Q1 Results Should Improve On Utility Scale Projects, Better ASPs on May 7th
  7. First Solar Earnings Driven By Campo Verde Project, Lower Costs; Stock Worth $66 on May 7th
  8. Transocean Q1 Preview: Ultra-Deepwater Fleet, Costs In Focus on May 6th
  9. Chesapeake Q1 Preview: Production Costs and Natural Gas Price Realizations In Focus on May 5th
  10. Duke Energy Earnings Preview: Colder Weather, Cost Management Will Drive Results on May 5th
  11. Natural Gas Prices, Wattenberg Development To Fuel Earnings Growth At Anadarko on May 5th
  12. First Solar Earnings Preview: Large U.S. Projects To Drive Results on May 5th


Media & Telecom

  1. Disney Posts Record Earnings As Frozen Obsession Continues on May 8th
  2. DirecTV Continues To Add Pay-TV Subscribers In The U.S. And Latin America on May 8th
  3. Nothing Unexpected In Sirius XM's Q1 2014 Earnings on May 7th
  4. Non-Advertising Revenues Will Drive CBS' Q1 Earnings on May 7th
  5. News Corp Q3 Earnings Preview: Watch For Trends In News And Information Service, Book Publishing on May 7th
  6. Chinese Wireless Carriers In Talks For A Joint Network Infrastructure Company on May 7th
  7. Q1 Earnings Preview: Dish Network's Pay-TV Subscriber Trend In Focus on May 6th
  8. Viacom To Acquire U.K.'s Channel 5 Broadcasting; Earnings Grow 13% As Media Networks Continue To Shine on May 5th
  9. Disney Will Continue To Reap Benefits From Frozen In Fiscal Q2 on May 5th
  10. Q1 Earnings Preview: DirecTV's U.S. And Latin America Pay-TV Subscriber Trends In Focus on May 5th


Basic Materials

  1. ArcelorMittal Sells Stake in ATIC Services As Part Of Efforts To Deleverage on May 8th
  2. Vale Loses Mining License, Faces Legal Battles on May 7th
  3. Higher Steel Prices Will Boost ArcelorMittal's Q1 Results on May 6th
  4. Lower Prices Of Precious Metals To Impact Silver Wheaton’s Q1 Results on May 5th


Industrials & Transportation

  1. UTC's Aerospace Business Is Poised For Solid Organic Growth Through The End Of This Decade on May 8th
  2. Alstom Acquisition Will Strenghten GE's Power Business But Roadblocks Exist In Deal Completion on May 7th
  3. Volume Growth In Developing Markets And Price Increases Drive 3M’s Sales on May 6th


Health Care

  1. Boston Scientific Looking To Gain In Gynecological Device Market With IoGyn Acquisition on May 9th
  2. Despite Disappointing Performance, Pfizer Pins Its Hope On These Drugs on May 8th
  3. Abbott May Be Looking To Divest Part Of Generic Drug Business on May 7th


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