Trefis: Highlights Week Ending 18 July 2014

July 20th, 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. This week no company had more than one article.

Follow up:

Table of Contents for the 70 top stories this week:

Technology (20 articles)

  • AMD, 2 articles (3, 19)
  • Apple, 2 articles (8, 12)
  • Google, 2 articles (1, 18)
  • IBM, 2 articles (12,14)
  • SAP, 2 articles (6, 15)

Consumer (13 articles)

  • Las Vegas Sands, 2 articles (3, 13)

Industrials & Transportation (9 articles)

  • CSX, 2 articles (2, 9)

Energy & Utilities (7 articles)

  • KMP, 2 articles (2, 7)
  • Schlumberger, 2 articles (3, 5)

Media & Telecom (7 articles)

Financial Services (5 articles)

Health Care (5 articles)

  • Abbott, 3 articles (1, 4, 5)

Basic Materials (4 articles)

 

All 70 investment stories this week are listed below.

 

Technology

Technology

  1. Google Earnings:Ad Volume Soars Even as Cost Per Click Declines on July 18th
  2. Microsoft Earnings Preview: Focus On Revenue Growth From Hardware And Cloud Services on July 18th
  3. AMD's Restructuring Initiatives Translate Into Strong Growth In 1H 2014 on July 18th
  4. Lexmark Earnings Preview: Perceptive Business To Boost Revenue Yet Again on July 18th
  5. Texas Instruments To Retain Its Growth Momentun In Q2'14 on July 18th
  6. Factors Responsible for Strong Growth in Financial Service Software Sales for SAP on July 17th
  7. PayPal Carries eBay's Weight, Marketplaces Segment Will Bounce Back Soon on July 17th
  8. Apple Earnings Preview: iPhone Could Benefit From LTE In China; Watching For Rebound In iPad Sales on July 17th
  9. Intel Reports A Strong Q1'14 Backed By Improving PC Demand & Strong Data Center Growth on July 16th
  10. Yahoo Earnings: Display Ad Revenues Disappointing, But Mobile And Video Platform Gains Traction on July 16th
  11. Travelzoo Will Benefit from its Hotel Business as Search and Local Deals Suffer on July 16th
  12. IBM Deal Could Help Apple Become An Integral Part Of Enterprise Computing Infrastructure on July 16th
  13. Poor Ratings Weigh Over Fox's Broadcasting Operations on July 15th
  14. IBM Earnings Preview:Revenue Decline to Continue on July 15th
  15. SAP Q2'14 Preview: Cloud Revenues and Operating Margins in Focus on July 15th
  16. SanDisk Earnings Preview: Enterprise Solid State Drives, New Technology in Focus on July 15th
  17. Seagate Earnings Preview: Acquisitions and Enterprise Storage in Focus on July 15th
  18. Google Earnings Preview: Revenue Growth From Mobile To Buoy Results on July 14th
  19. AMD's Q1'14 Earnings Preview: Higher Professional Graphics Share, Increasing Semi-Custom Revenue & New APU Lineup To Drive Growth on July 14th
  20. eBay Earnings Preview: What We Are Watching on July 14th

 

Consumer

  1. Kimberly-Clark's Second Quarter Results to Benefit From International Growth and Margin Expansion on July 18th
  2. Mercedes-Benz Ramps-Up Production in North America as Luxury Demand Rises on July 18th
  3. Las Vegas Sands' Earnings Jump 31% Over Mass-Market Gaming Growth In Macau on July 17th
  4. What's Driving Ann Taylor's Store Count? on July 17th
  5. Coca-Cola Pre-Earnings: Organic Brands and Brazil Investments to Bolster Growth on July 17th
  6. Focus on Skin Care and Color Cosmetics Products Should Lift Estèe Lauder Higher on July 17th
  7. Altria Earnings Preview: Lower Volumes, Thicker Margins Expected on July 17th
  8. Gap Inc Fails to Match its June 2013 Performance in an Uneven Retail Market on July 15th
  9. Guess's North American Retail Revenue Per Square Feet Will Improve Going Forward on July 15th
  10. L Brands' June Same-Store Sales Rise But Miss Estimates on July 15th
  11. Lower Volumes, Higher Taxes And Stronger U.S. Dollar To Weigh On Philip Morris International's Second Quarter Earnings on July 15th
  12. Keurig-Nestlé Deal: Creamer Added K-Cups To Boost Net Sales on July 14th
  13. Earnings Preview: Mass Market Gaming Will Drive Growth For Las Vegas Sands In Q2 on July 14th

 

Industrials & Transportation

  1. Higher Commercial Airplane Deliveries Will Likely Lift Boeing's Results Despite Weak U.S. Defense Spending on July 18th
  2. Strong Intermodal and Merchandise Growth Drives CSX's Earnings on July 17th
  3. Cost Cuts Could Lift Lockheed's Earnings Despite Weak U.S. Military Spending on July 17th
  4. UTC's Earnings Will Likely Rise on Strong Commercial Aviation Demand Despite Flat U.S. Military Spending on July 17th
  5. UPS will Benefit from Healthcare Compliant FSLs and Growth in the U.S. Medical Device Industry on July 16th
  6. GE's Earnings Will Likely Rise on its Industrial Segment Growth & Gains from Cost Cuts on July 16th
  7. Rising Automotive Industry Production & Cost Cutbacks Will Likely Lift Johnson Controls's Earnings on July 16th
  8. New Coverage: $100 Trefis Price Estimate For Deere & Co on July 15th
  9. Domestic Coal, Merchandise And Intermodal Shipments Will Drive CSX's Earnings on July 14th

 

Energy & Utilities

  1. Halliburton Q2 Preview: Middle East And North America Could Drive Results on July 18th
  2. Earnings Review: Increased Demand for Natural Gas Transportation Drives KMP's Earnings on July 18th
  3. Schlumberger's Q2 Results Aided By Eastern Hemisphere Activity on July 18th
  4. Kinder Morgan's Foray into Marine Transportation of Oil Should Boost its Profitability on July 17th
  5. Schlumberger Q2 Preview: Scale And Technology Should Provide An Edge As Upstream Activity Increases on July 16th
  6. Baker Hughes Q2 Preview: Stronger Global Upstream Activity, Pumping Improvements Will Drive Results on July 15th
  7. Earnings Preview: Natural Gas Pipelines Should Drive KMP's Earnings on July 14th

 

Media & Telecom

  1. Watchout For Comcast's Pay-TV Subscriber Trends In Q2 on July 18th
  2. Netflix Earnings Preview: Eye on Subscriber Numbers on July 18th
  3. Theme Parks and Resorts Provide Stable Cash Flows to Disney on July 17th
  4. Why Free Music Streaming Services aren't a Threat to Sirius XM on July 16th
  5. How Are Dish's Pay-TV Operations Trending? on July 16th
  6. Split of Outdoor Business Will Help CBS Reduce its Reliance on Advertising Sources on July 15th
  7. Chinese Carriers Team Up For Country's First Joint Network Infrastructure Company on July 14th

 

Financial Services

  1. Charles Schwab Posts Strong Q2 Results Despite Slowdown In Trading on July 17th
  2. Goldman's Strong Q2 Performance Comes With Caveats on July 16th
  3. JPMorgan Shares Rise As Solid Performance Lifts Q2 Results on July 16th
  4. Shrinking Legal Backlog, Improving Cost Efficiency Justifies $58 Value For Citigroup on July 15th
  5. Improving Credit Conditions Help Wells Fargo Post Strong Q2 Results on July 14th

 

Health Care

  1. Abbott Raises Full Year Earnings Guidance On Strong Q2 Results on July 17th
  2. Johnson & Johnson Earnings: New Blockbuster Drug Olysio Lifts Sales But May Face Competition Soon on July 16th
  3. UnitedHealth Group Earnings Preview: Optum Division To Drive Growth on July 15th
  4. Abbott Streamlines Generic Drug Business With Sale Of Developed Market Assets To Mylan on July 15th
  5. Abbott Earnings Preview: Recovery In Nutritionals, Growth In Emerging Markets To Drive Saleson July 14th

 

Basic Materials

  1. Freeport Earnings Preview: Low Copper Prices and Indonesian Export Restrictions to Weigh on Results on July 18th
  2. Cliffs' Earnings Preview: Lower Iron Ore and Coal Prices Will Weigh on Results on July 18th
  3. Rio Tinto Operations Review: Sharp Rise in Iron Ore Volumes on July 17th
  4. Department of Commerce Ruling in OCTG Trade Case a Major Boost for U.S. Steel on July 14th

 









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