Trefis: Highlights Week Ending 19 December 2014

December 20th, 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 81 top stories this week:

Technology (21 articles)

  • eBay, 3 articles (6, 14, 20)
  • Accenture, 2 articles (1, 16)
  • Apple, 2 articles (4, 11)
  • Baidu, 2 articles (3, 18)
  • Broadcom, 2 articles (5, 7)
  • Oracle, 2 articles (8, 17)
  • Samsung, 2 articles (4, 10)

Consumer (18 articles)

  • Nike, 2 articles (3, 13)
  • Rite Aid, 2 articles (2, 16)

Financial Services (10 articles)

  • E*Trade, 2 articles (3, 6)
  • Goldman Sachs, 2 articles (4, 10)

Media & Telecom (9 articles)

  • AT&T, 2 articles (3, 6)
  • Blackberry, 2 articles (7, 8)
  • Sprint, 2 articles (3, 6)

Industrials & Transportation (9 articles)

  • FedEx, 3 articles (5, 6, 8)
  • Boeing, 2 articles (2, 4)
  • GE, 2 articles (2, 3)

Health Care (7 articles)

Basic Materials (5 articles)

Energy & Utilities (2 articles)

All 81 investment stories this week are listed below.



  1. Accenture Earnings: Revenue Soars Even As Order Booking Disappoints on December 19th
  2. Microsoft’s Azure Cloud Platform Explained – Part 1 on December 19th
  3. Weekly Chinese Internet Notes: Baidu's Latest Moves on December 19th
  4. Smartphone Weekly Notes: Apple Pay Alliances, BlackBerry Classic and Samsung's Mobile Payment Plans on December 19th
  5. Why Broadcom Will Benefit From The Digitization Drive In India on December 18th
  6. Amazon Vs. eBay — Which Is A Cheaper Stock To Buy? on December 18th
  7. Broadcom Launches A New Platform To Benefit From Mexico's Analog-to-Digital TV Transitionon December 18th
  8. Oracle Q2’15 Earnings Review: Cloud’s Success Helps Beat All Expectations on December 18th
  9. Western Digital's Skyera Acquisition Adds To Flash Storage Consolidation on December 18th
  10. Why 2014 Was A Challenging Year For Samsung's Smartphone Business on December 18th
  11. How Apple Is Revamping Its iAd Platform on December 18th
  12. Salesforce Releases Product That Lets Businesses Create Custom Enterprise App Stores on December 17th
  13. TI Set To Showcase A Range Of Consumer Devices At The 2015 CES on December 17th
  14. eBay's Business: Here Are The Key Drivers And Barriers (Part 2/2) on December 17th
  15. Declining Unemployment, Strong Job Additions To Drive Paychex's Revenues on December 17th
  16. Accenture Earnings Preview: Revenue Growth In Focus on December 16th
  17. Oracle Q2’15 Earnings Preview: All Eyes on Cloud on December 16th
  18. Nokia Expands HERE Maps Client Base With Baidu Partnership on December 16th
  19. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip on December 15th
  20. Here Are The Key Drivers And Barriers For eBay's Business (Part 1/2) on December 15th
  21. Adobe Earnings: Creative Cloud & Cloud Services Deliver Another Quarter Of Growth on December 15th



  1. Improved Management of Fleets Business Bodes Well For GM's Profitability on December 19th
  2. Rite Aid Raises Its 2015 Outlook Backed By A Strong Q3 2015 on December 19th
  3. Strong Europe, China Performance Drives Nike's 15% Top Line Growth In Q2 on December 19th
  4. Why Wal-Mart's Revenue Per Square Feet Will Improve Going Forward on December 19th
  5. Walgreen's Q1'15 Earnings Preview: Topline Continues To Grow Though Margins Remain Under Pressure on December 19th
  6. Harley-Davidson's Success Story In The U.S. on December 18th
  7. Four Reasons Why Truck Sales In The U.S. Might Increase In 2015 on December 17th
  8. Can Burger King Make An Impactful Start In India? on December 17th
  9. A Brief Recap of Avon's Performance in 2014 on December 17th
  10. The Impact Of Coffee Prices On Kraft Foods Group's Business on December 17th
  11. Wynn Resorts' Stock Price Hits 52-Week Low; Macau Set To Post First Ever Annual Gaming Revenue Decline on December 16th
  12. Urban Outfitters: Does Black Friday Slowdown Indicate Holiday Sales Weakness? on December 16th
  13. Earnings Preview: Higher Unit Prices, Shift To Higher Margin Businesses To Drive Nike's Growth on December 16th
  14. Volkswagen Bets On New Technology To Take On Tesla on December 16th
  15. Week in Review: Procter & Gamble, Unilever, Colgate-Palmolive and Kimberly Clark on December 15th
  16. Rite Aid's Q3'15 Earnings Preview: Topline Growth Is Intact But Margins Remain Under Pressureon December 15th
  17. How Are Hyatt’s Asia Pacific Operations Trending? on December 15th
  18. How Low Crude Oil Prices Are Good For Lululemon on December 17th


Financial Services

  1. Credit Card Weekly Notes: Discover, MasterCard, American Express on December 19th
  2. Insurance Weekly Notes: MetLife, Prudential, UnitedHealth on December 19th
  3. Asset Base Continues To Grow For E*Trade, Trading Activity Slows Down on December 19th
  4. Financials Weekly Notes: U.S. Bancorp, BofA, Goldman and RBS on December 19th
  5. BlackRock Continues To Make The Most Of The ETF Growth Story on December 19th
  6. Weekly Brokerage Notes: Client Assets Rise For E*Trade, Ameritrade And Charles Schwab on December 19th
  7. Weekly Global Exchange Notes: November Trade Volumes In Focus on December 19th
  8. High Trading Volumes Could Lead To A Profitable Year-End For CME on December 18th
  9. State Street Ups Ante In European ETF Price Wars With Another Round Of Price Cuts on December 17th
  10. Goldman Continues ETF Market Push With Proposal To Launch 11 New ETFs on December 16th


Media & Telecom

  1. Why We Believe That Netflix Is Still Overvalued on December 19th
  2. How Is Nickelodeon Network Trending For Viacom? on December 19th
  3. U.S. Wireless Carriers Weekly Review: AT&T, Verizon, Sprint on December 19th
  4. News Corp Benefits as Higher Demand For E-books And Harlequin Acquisition Will Drive Growthon December 18th
  5. Time Warner Boosted By Record Foriegn Box-Office Opening For The New Hobbit Movie on December 18th
  6. Sprint's Efforts Hurting AT&T, Impact May Be Short-Lived on December 18th
  7. BlackBerry Q3 Preview: Expect Another Quarter Of Transition on December 17th
  8. BlackBerry Bolsters Enterprise-Focused Hardware Strategy With The Classic on December 16th
  9. How Is Disney's Studio Business Trending In 2014? on December 15th


Industrials & Transportation

  1. Industrials Weekly Review: Deere, Corning, Honeywell, Caterpillar on December 19th
  2. Aviation Week In Review: Boeing and GE on December 19th
  3. How Will GE Fare In The Low Oil Price Environment? on December 18th
  4. Boeing Looks Set To Beat Airbus In Orders And Deliveries In 2014 on December 18th
  5. FedEx Delivers Strong Growth But Misses Expectations on December 18th
  6. FedEx To Enhance Services, Expand Presence In North American E-Commerce Market Through GENCO on December 17th
  7. With Recovering Demand And Improving Margins, Textron Aviation Is Poised For Growth on December 16th
  8. FedEx Earnings Preview: E-Commerce Growth Will Continue To Drive Ground Segment on December 15th
  9. What’s Driving Honeywell’s Aerospace Segment Going Forward? on December 16th


Health Care

  1. Abbott's Generic Drug Business Gets A Boost With Veropharm Acquisition on December 19th
  2. Battle In Hepatitis C Market: Bristol-Myers Squibb Needs To Speed Up on December 18th
  3. Roche Hopes For Melanoma Therapy Approval on December 17th
  4. Medtronic-Covidien Deal In Final Stages With Antitrust Approvals In Place on December 17th
  5. Pfizer's Acquisition Strategy: Will Pfizer Still Go For A Big Acquisition? (Part 1 of 2) on December 16th
  6. A Look At UnitedHealth’s Medicare And Retirement Business on December 16th
  7. Boston Scientific Reports Positive Clinical Trial Results For Neuromodulation Device on December 15th


Basic Materials

  1. DuPont To Take Additional Restructuring Charge Related To Performance Chemicals Spin-off on December 19th
  2. Vale Completes Sale of Stake In Fosbrasil As Part of Ongoing Response To Low Iron Ore Prices on December 19th
  3. Mining Royalty Rate Hike To Adversely Impact Barrick Gold's Zambian Copper Mining Operations on December 18th
  4. Alcoa Announces Acquisition Of Aerospace Components Manufacturer As Aerospace Expansion Continues on December 17th
  5. Trends In Jewelry Demand For Gold on December 15th


Energy & Utilities

  1. Where Are Oil Prices Headed In The Long Run? on December 17th
  2. Oilfield Services Weekly Notes: Lower Crude Prices, Rig Count Declines And Jobs Cuts on December 15th


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