Trefis: Highlights Week Ending 24 October 2014

October 25th, 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 105 top stories this week:

Technology (29 articles)

  • VMware, 3 articles (13, 23, 28)
  • Broadcom, 2 articles (9, 27)
  • Facebook, 2 articles (1, 5)
  • IBM, 2 articles (10, 22)
  • Microsoft, 2 articles (2, 17)
  • Yelp, 2 articles (3, 26)

Consumer (22 articles)

  • Daimler, 2 articles (1, 22)
  • Dr. Pepper, 2 articles (2, 9)
  • Kimberly Clark, 2 articles (5, 21)

Industrials & Transportation (15 articles)

  • Norfolk Southern, 2 articles (2, 10)

Media & Telecom (11 articles)

  • AT&T, 2 articles (3, 10)
  • Comcast, 2 articles (4, 8)
  • Verizon, 2 articles (6, 11)

Financial Services (10 articles)

  • Discover, 2 articles (3, 9)
  • E*Trade, 2 articles (1, 10)
  • Travelers, 2 articles (4, 8)

Health Care (9 articles)

  • Abbott, 2 articles (3, 9)
  • Boston Scientific, 2 articles (2, 7)
  • Intuitive Surgical, 2 articles (4, 8)

Basic Materials (5 articles)

  • Dow Chemical, 2 articles (3, 5)

Energy & Utilities (3 articles)

Unassigned (1 article)

All 105 investment stories this week are listed below.



  1. Facebook Pre-Earnings: Expect Growth Momentum To Continue on October 24th
  2. Microsoft Earnings: Hardware Sales And Cloud Services Boosts Revenues on October 24th
  3. Yelp Earnings: Local Business Grows, Albeit At A Lower Pace on October 24th
  4. Twitter Pre-Earnings: Strong Growth In Monetization And Active User Base Is Expected on October 24th
  5. How Facebook Has Evolved Since The IPO And Where Is It Headed? on October 24th
  6. Yahoo Earnings: Mobile And Windfall profits From Alibaba Sale Boost Results on October 23rd
  7. Cree's Q1'15 Results Hit By Weak LED Demand Though Lighting Continues To Grow Strongly on October 22nd
  8. Lexmark Earnings: MPS And Perceptive Business Propel Revenues on October 22nd
  9. Broadcom's Q3'14 Growth Driven By Strength In Connectivity & Broadband on October 22nd
  10. IBM Earnings: Revenues Miss Expectations Amidst Corporate Restructuring on October 22nd
  11. VeriSign Q3FY14 Preview: Company Strives To Regain Growth In The Face Of Competition on October 22nd
  12. Pandora's Margins Will Remain A Concern But Monetization Can Improve on October 22nd
  13. Hybrid Cloud, Network Virtualization, End-User Computing Drive VMware's Q3 Results on October 22nd
  14. Nokia Earnings Preview: Networks In Focus on October 22nd
  15. SAP Lowers FY14 Profit Guidance On Faster Cloud Expansion on October 21st
  16. TI Reports A Strong Q3'14 & Believes Its Business Remains Healthy on October 21st
  17. Microsoft Earnings Preview: Focus on Hardware And Cloud Sales on October 21st
  18. Constant Contact To Retain Its Growth Momentum In Q3 2014 on October 21st
  19. Amazon Pre-Earnings: Electronics and General Merchandise Will Drive Growth, But Profitability Could Disappoint on October 21st
  20. Trends In Silver Demand By The Solar Photovoltaic Industry on October 21st
  21. Apple Reports A Strong Q4 As iPhone Sales Shine on October 21st
  22. Weekly Review: Microsoft, IBM, HP And Adobe on October 20th
  23. Emerging Storage, VMware To Drive EMC's Q3 Results As Core Product Sales Decline on October 20th
  24. Google Earnings: Profitability Disappoints Even As Revenue Grows on October 20th
  25. Qualcomm Acquires CSR To Accelerate Its Growth In IoT on October 20th
  26. Yelp Earnings Preview: Revenue Growth From Local Ads, Mobile and DPO In Focus on October 20th
  27. Broadcom's Q3'14 Earnings Preview: Infrastructure, Broadband & Connectivity To Drive Growth on October 20th
  28. VMware Earnings Preview: Software-Defined Storage, Networking, Hybrid Clouds In Focus on October 20th
  29. Enterprise SSDs Drive SanDisk's Q3 Results on October 20th



  1. Daimler Earnings Review: Mercedes' Margins Expand On Favorable Mix And Strong Volume Growth on October 24th
  2. Dr. Pepper's Non-Carbonated Volumes Rebound To Boost Q3 Results on October 24th
  3. Wal-Mart Cuts Its Growth Forecasts And Slows Store Expansion on October 23rd
  4. P&G Q1'15 Preview: Markets Slowdown And Currency Headwinds Should Test P&G Brands on October 23rd
  5. Kimberly-Clark Gains From Stronger Product Demand In International Markets on October 22nd
  6. Colgate Pre-Earnings: Organic Sales In North America, Currency Headwinds In Emerging Markets In Focus on October 22nd
  7. Harley-Davidson Earnings Review: Retail Sales Rise As Expected To Strengthen Year-End Shipment Estimates on October 22nd
  8. Lear Corporation Pre-Earnings: Strong U.S. And China Sales To Boost The Top Line In Q3 on October 22nd
  9. Dr. Pepper Snapple Pre-Earnings: Margins Could Expand On Higher Volumes And Pricing on October 22nd
  10. Earnings Preview: Strength In US and China Should Keep GM's Topline Growing on October 22nd
  11. Ford's Earnings Preview: Strength In China, US Should Keep Bottomline Growing on October 22nd
  12. Expansion In The Western U.S. To Remain Key Factor For Dunkin' Brands' Top-Line Growth on October 22nd
  13. Coca-Cola Earnings Review: Volatile Emerging Economies Limit Top Line Growth on October 22nd
  14. Unilever Earnings Preview: Home And Personal Care Products Should Mask Weakness In Foods' Portfolio on October 21st
  15. Price Hikes & Increased Customer Traffic Drive Chipotle's Q3 Revenues on October 21st
  16. Apparel Week In Review: L Brands, Urban Outfitters And American Eagle Outfitters on October 20th
  17. Las Vegas Sands Earnings Grow 2% While Revenues Decline Amid A Slowdown In Macau Gaming on October 20th
  18. Philip Morris' Q3 Earnings Along Expected Lines on October 20th
  19. Revlon Q3FY14 Preview: Impact Of Euro Depreciation In Focus on October 20th
  20. McDonald's Earnings Preview: Headwinds In Eastern Markets Might Deliver A Huge Blow To Top-Line Growth on October 20th
  21. Kimberly-Clark Q3FY14 Preview: Emerging Markets Should Boost Sales And Margins on October 20th
  22. Daimler Pre-Earnings: Strong Mercedes Volume-Growth And Cost-Benefits To Boost Margins on October 20th


Industrials & Transportation

  1. Lockheed Boosts Stock Repurchase As Weak U.S. Military Spending Pressures Its Top Line on October 24th
  2. Norfolk Southern Earnings: Intermodal And General Merchandise Growth Offsets Coal Weakness on October 23rd
  3. Gorilla Glass And Display Technologies Segment Will Drive Corning’s Earnings on October 23rd
  4. UTC's Results Rise On Higher Commercial Aerospace Demand; Organic Sales Growth Improves on October 23rd
  5. UPS Earnings Preview: E-Commerce Sales To Drive Revenue And Operating Expense But Temper Yields on October 22nd
  6. Southwest, JetBlue and Alaska's Earnings Preview: Solid Demand For Air Travel Will Likely Lift Results on October 22nd
  7. Beechcraft Acquisition Lifts Textron's Results As The Business Jet Market Improves on October 21st
  8. Caterpillar’s Earnings Preview: Revenue And Profits Could Decline On Poor Mining And Construction Sales on October 21st
  9. Network Airlines' Earnings Preview: United & American Will Likely Post Healthy Third Quarter Results on October 21st
  10. Norfolk Southern Earnings Preview: Intermodal To Offset Coal Headwinds on October 21st
  11. Higher 737 and 787 Production Rates Will Likely Lift Boeing's Profit Despite Lower Government Military Spending on October 20th
  12. Union Pacific Earnings Preview: Agricultural And Industrial Shipments Will Likely Offset Sluggish Chemicals Shipments on October 20th
  13. Delta Shows Solid Operating Performance Even As Special Charges Clip Its Profit on October 20th
  14. 3M's Earnings Preview: Revenue Growth Driven By Electronics & Energy, Safety & Graphics And Industrials Segments on October 20th
  15. Aviation And Oil & Gas Lift GE's Net As Its Portfolio Shifts Towards Core Infrastructure on October 20th


Media & Telecom

  1. NBCUniversal Boosts Comcast's Q3 Earnings on October 24th
  2. Sirius XM Earnings Preview: Subscriber Additions Can Pick Up on October 24th
  3. AT&T Misses Q3 Revenue Guidance, Lowers Full-Year Growth Forecast on October 24th
  4. Comcast To Build A $3.3 Billion Theme Park In Beijing on October 23rd
  5. China Unicom Earnings Preview: 3G, 4G Adds, VAT In Focus on October 23rd
  6. Growing Wireless Subscribers, FiOS Adoption Drive Verizon's Q3 Results on October 23rd
  7. Juniper Earnings Preview: Edge Router Sales, Cost Savings In Focus on October 22nd
  8. Comcast's Q3 Earnings Preview: Pay-TV Subscriber Trends And NBCUniversal In Focus on October 21st
  9. China Mobile's Q3 Earnings Fall On Rising Competition And Higher Taxes on October 21st
  10. AT&T Earnings Preview: Next Program, Margins In Focus on October 21st
  11. Verizon Earnings Preview: Wireless Subscriber Adds, Margins In Focus on October 20th


Financial Services

  1. E*Trade Q3 Results Driven By Interest Revenues, Trading Commissions on October 23rd
  2. NASDAQ Earnings Preview: Non-Trading Businesses To Drive Growth on October 23rd
  3. Growth In Loans Drives Discover's Third Quarter Earnings on October 22nd
  4. Investment Income, Lower Catastrophe Losses Lift Travelers' Earnings on October 22nd
  5. Record Fee Revenues Help BNY Mellon Post Strong Q3 Results Despite Shrinking Interest Margins on October 21st
  6. Strong All-Around Performance Helps Morgan Stanley Post Impressive Q3 Results on October 20th
  7. Insurance Week In Review: MetLife, UnitedHealth on October 20th
  8. Travelers Q3 Earnings Preview: Underwriting Performance, Retention Rates In Focus on October 20th
  9. Discover Financial Q3 Earnings Preview: Direct Banking Will Drive Results on October 20th
  10. E*Trade Earnings Preview: Growing Asset Base, Recovering Trade Volumes To Drive Results on October 20th


Health Care

  1. Merck Earnings Preview: Expect Continued Pressure On Topline Growth on October 24th
  2. Boston Scientific Reports Robust Q3 Results On Solid Sales, Margin Expansion on October 24th
  3. Abbott Reports Solid Q3 Results On Nutritionals Recovery, Emerging Markets on October 24th
  4. Intuitive Surgical's Sales Improve On Growth In da Vinci Systems, Procedure Volumes on October 22nd
  5. Bristol-Myers Squibb Earnings Preview: What We Are Watching on October 22nd
  6. Roche's Cancer Drug Sales Continue To Grow, May Face Competition In Medium Term on October 21st
  7. Boston Scientific Earnings Preview: New Products To Drive Sales on October 21st
  8. Intuitive Surgical Earnings Preview: Procedure Volumes In Focus on October 20th
  9. Abbott Earnings Preview: Nutritionals, Emerging Markets In Focus on October 20th


Basic Materials

  1. U.S. Steel Earnings Preview: Higher Steel Prices And Cost Savings To Boost Results on October 24th
  2. Freeport Earnings Preview: Higher Volumes To Boost Copper Mining Results on October 24th
  3. Dow Chemical's Third Quarter Earnings Surge Higher On Margin Expansion on October 23rd
  4. Cliffs' Earnings Preview: Lower Iron Ore And Coal Prices To Weigh On Results on October 22nd
  5. Dow Chemical To Draw Earnings Growth From Thicker Margins on October 21st


Energy & Utilities

  1. Higher Production, Lower Oil Prices To Drive Anadarko's Third Quarter Earnings on October 24th
  2. Halliburton's Q3 Results Driven By Strong U.S. Completion and Production Activity on October 21st
  3. Weekly Oil & Gas Notes: Petrobras' Production Update And Chevron's Deepwater Projects In Indonesia on October 20th



  1. Honeywell’s Revenues Grow On ACS And Margins Due To Aerospace on October 20th


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