Trefis: Highlights Week Ending 16 January 2015

January 17th, 2015
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 58 top stories this week:

Technology (22 articles)

  • Baidu, 2 articles (2, 22)
  • Intel, 2 articles (5, 15)
  • Qualcom, 2 articles (11, 18)
  • TripAdvisor, 2 articles (17, 19)
  • Verisign, 2 articles (7, 16)

Consumer (14 articles)

  • Philip Morris, 2 articles (2, 14)

Financial Services (7 articles)

  • BlackRock, 2 articles (1, 6)

Energy & Utilities (4 articles)

  • Schlumberger, 2 articles (1, 3)

Health Care (4 articles)

Industrials & Transportation (3 articles)

  • Delta Air Lines, 2 articles (1, 3)

Basic Materials (3 articles)

  • Cliff's Natural Resources, 2 articles (1, 3)

Media & Telecom


All 60 investment stories this week are listed below.



  1. eBay Earnings Preview: Marketplaces Segment Could Continue To Drag Earnings on January 16th
  2. Weekly Chinese Internet Note: Baidu In Focus on January 16th
  3. F5′s Q1'15 Earnings Preview: Fiscal 2015 Will Be Another Year Of Strong Growth & Profitabilityon January 16th
  4. Why Acquiring BlackBerry Would Make Sense For Samsung on January 16th
  5. Intel Reports A Strong 2014; Though Weak Gross Margin Outlook Disappoints Investors on January 16th
  6. IBM Earnings Preview: Revenues Will Continue To Post Declines on January 16th
  7. Top Trends That Impacted VeriSign’s Performance in 2014 on January 15th
  8. Cree's Q1 2015 Earnings Preview: New Innovation Can Accelerate Growth In Fiscal 2015 on January 15th
  9. AMD: Q4'14 To Be Weak But 2015 Looks Promising on January 15th
  10. Microsoft-Nokia Launches Cheap Lumia Phones For Price Sensitive Consumers on January 15th
  11. Despite Accelerating ASP Decline, Qualcomm's 3G/4G Business To Grow In 2015 on January 14th
  12. Symantec Acquires Boeing’s Cybersecurity Unit in a Bid to Boost Big Data Capabilities on January 14th
  13. AMD Eyes The Medical Device Segment In The Embedded Market on January 13rd
  14. Cloud Subscriptions Soar as SAP Achieves 2014 Guidance on January 13rd
  15. Earnings Preview: Intel To Close 2014 On A Strong Note on January 13rd
  16. Weekly Internet Notes: VeriSign, Constant Contact, Shutterfly on January 12nd
  17. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip on January 12nd
  18. Weekly Tech Update: AMD, MU, BRCM, NVDA, INTC, QCOM, TXN on January 12nd
  19. TripAdvisor Continues Its Tryst With Restaurant Reservation By Acquiring iens and SeatMe on January 12nd
  20. Where Pandora Needs To Keep Pushing on January 12nd
  21. What's Driving Our $30 Billion Valuation For Apple Watch? on January 12nd
  22. Weekly Chinese Internet Notes: Baidu And Perfect World on January 12nd



  1. Target To Discontinue Its Canadian Business on January 16th
  2. Tobacco Weekly Note: Altria And Philip Morris on January 16th
  3. Weakness in Emerging Markets and Europe May Depress Unilever’s Q4 Results on January 16th
  4. China Is Key To AB InBev's Asia Growth Prospects on January 15th
  5. No Respite For McDonald's As Situation Worsens In Eastern Markets on January 15th
  6. Urban Outfitters' Holiday Sales Jump; Namesake Brand Returns To Positive Growth on January 14th
  7. Dr. Pepper Snapple Follows Coca-Cola Into The At-Home Carbonation Market on January 14th
  8. L Brands' December Surge Confirms A Bright Future on January 14th
  9. What Will Drive The Growth For MGM's U.S. Hotel Operations In The Coming Years? on January 13rd
  10. Tata: New Model Launches And Production Expansion Could Drive Volume Growth For Jaguar Land Rover on January 13rd
  11. Old Navy Surge Lifts Gap Inc's Holiday Sales While Other Brands Disappoint on January 13rd
  12. P&G Unloads Camay and Zest Brands to Unilever on January 12nd
  13. Daimler AG: The Year That Was And Looking Ahead on January 12nd
  14. Tobacco Weekly Notes: Philip Morris International on January 12nd


Financial Services

  1. BlackRock Hikes Dividend, Announces Share Repurchases After Strong Q4 on January 16th
  2. Citigroup Avoids Q4 Loss As Trading Slump, Legal Charges Hurt Results on January 16th
  3. Wells Fargo Sees Q4 Growth Despite Shrinking Interest Margin, Higher Costs on January 15th
  4. Legal Costs Dent JPMorgan's Q4 Results on January 15th
  5. Charles Schwab Earnings Preview: Asset-Based Revenues To Maintain Growth on January 14th
  6. Record ETF Inflows Likely To Drive BlackRock's Profits To All-Time High on January 13rd
  7. Morgan Stanley Seeks Growth In Private Investments Despite Volcker Rule Restrictions on January 12nd


Energy & Utilities

  1. Schlumberger's Write-Downs, Layoffs Indicate Tough Year Ahead on January 16th
  2. Petrobras' Upstream Production In Brazil Rises Sharply On Increased Development on January 15th
  3. Schlumberger Q4 Preview: Expect Earnings Growth, Tough Outlook on January 13rd
  4. What's Driving Our Capex Forecast For EOG Resources? on January 12nd


Health Care

  1. Johnson & Johnson: Fourth Quarter Earnings And The Year Ahead on January 15th
  2. Intuitive Surgical Expects Q4 Growth On Rising da Vinci Xi Sales on January 14th
  3. Medtronic-Covidien Deal May Close By Jan 29 on January 13rd
  4. What 2015 Will Bring For Pfizer? on January 12nd


Industrials & Transportation

  1. Capacity Expansion, Cost Cutbacks Should Lift Delta's Results on January 16th
  2. CSX’s Earnings Grow On Volume, Favorable Operating Ratio on January 14th
  3. Airlines Week In Review: Delta and Alaska on January 12nd


Basic Materials

  1. Weekly Metals And Mining Notes: Cliffs Natural Resources, Freeport-McMoran, and Rio Tinto on January 16th
  2. Alcoa: Higher Aluminum Prices And Productivity Improvements Boost Q4 Results on January 13rd
  3. Weekly Metals And Mining Notes: U.S. Steel, Silver Wheaton And Cliffs Natural Resources on January 12nd


Media & Telecom

  1. New York Times’ Digital Strategy Is Crucial For Growth on January 15th
  2. The Contribution Of Advertising To Time Warner Cable's Overall Revenues Will Decline In The Coming Years on January 14th
  3. Comcast's NBC: It Will Take More Than Higher Ratings To Grow Its Broadcasting Operations on January 13rd


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