Trefis: Highlights Week Ending 23 January 2015

January 24th, 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 91 top stories this week:

Technology (19 articles)

  • SanDisk, 2 articles (5, 22)

Consumer (18 articles)

  • Altria, 2 articles (8, 12)
  • Starbucks, 2 articles (4, 15)

Financial Services (15 articles)

  • American Express, 2 articles (3, 12)
  • E*Trade, 2 articles (2, 9)
  • TDAmeritrade, 2 articles (5, 8)
  • Travelers, 2 articles (4, 7)

Industrials & Transportation (13 articles)

  • Alaska Air Group, 2 articles (2, 9)
  • Johnson Controls, 2 articles (3, 8)
  • Southwest Air, 2 articles (5, 7)
  • Union Pacific, 2 articles (4, 10)
  • United Continental Holdings, 2 articles (2, 12)

Media & Telecom (11 articles)

  • Fox News, 3 articles (7, 10, 11)
  • Comcast, 2 articles (2, 7)
  • Netflix, 2 articles (3, 9)
  • Verizon, 2 articles (1, 8)

Health Care (7 articles)

  • Intuitive Surgical, 2 articles (3, 6)
  • UnitedHealth, 2 articles (4, 7)

Energy & Utilities (5 articles)

  • Baker Hughes, 2 articles (3, 5)
  • Haliburton, 2 articles (2, 4)

Basic Materials (3 articles)

 

All 91 investment stories this week are listed below.

 

Technology

  1. Expedia And Priceline's Mobile Application Releases And The Trends That Govern These Launches on January 23rd
  2. Lexmark Earnings Preview:Growth In Laser Supplies And Perceptive In Focus on January 23rd
  3. Chinese Internet Weekly Note on January 23rd
  4. Yahoo Earnings Preview: Mobile Ads And Monetization Of Content In Focus on January 23rd
  5. SSD Sales Offset Weakness In Retail Channel As SanDisk Posts Mixed Q4 Results on January 23rd
  6. Enterprise And Compute Storage To Drive Seagate's Earnings on January 23rd
  7. eBay: PayPal Carries Earnings, Even As Marketplaces Segment Continues To Struggle on January 22nd
  8. F5′s Q1'15 Earnings Hit By Lower Million Dollar Deals, Though Pipeline Remains Strong For Q2on January 22nd
  9. IBM Earnings: Revenues And 2015 Guidance Disappoints As Restructuring Continues on January 22nd
  10. Microsoft Earnings Preview: Hardware And Cloud Sales In Focus on January 22nd
  11. TI To Close 2014 On A Strong Note: Earnings Preview on January 22nd
  12. Oracle Moving Full Steam Ahead on Cloud, Releases 3 New Offerings in 4 Days on January 21st
  13. SAP Posts Strong 2014 Results, Cloud Business to Drive Future Growth on January 21st
  14. Cree's Q2'15 Earnings Highlighted By Lighting Revenue & Margin Growth on January 21st
  15. Earnings Review: AMD Focuses On Reigniting Its PC Business & Continued Growth In New Markets on January 21st
  16. Travelzoo Q4 '14 Earnings Preview: Hotel Booking Platform Might Lend Some Positivity To The Otherwise Grim Performance on January 21st
  17. Here's Why We Think Amazon's Stock Trades At Lofty Valuations on January 20th
  18. Weekly Radio Notes: Pandora Media and Sirius XM on January 20th
  19. SSDs To Drive SanDisk's Q4 Results As iNAND, Retail Sales Stagnate on January 20th

 

Consumer

  1. Weekly Beauty And Personal Care Notes: L’Oréal, Estée Lauder, Avon on January 20th
  2. Rite Aid Poised For Long-term Growth But Short-term Concerns Remain. on January 23rd
  3. Abercrombie & Fitch Changing Its Long Standing Strategies on January 23rd
  4. SUVs Key To GM's Plans of Cadillac Revival on January 23rd
  5. Starbucks' Gift Cards Initiative and Mobile Commerce Drive Customer Traffic In Q1 2015 on January 23rd
  6. Weekly Auto Notes: Why Ford's New Supercar GT Is Important For The Company on January 23rd
  7. Under Armour's Management Changes Show That It Is Focused On Growth on January 23rd
  8. Coach Earnings Preview: North America Weakness To Dampen Overall Performance on January 23rd
  9. Weekly Tobacco Notes: Altria And Philip Morris on January 23rd
  10. How Many Chevy Bolts Does It Take To Disrupt a Tesla? on January 22nd
  11. PepsiCo Puts Trian Business Advisor On Board on January 22nd
  12. Key Trends In Housing Impacting The Home Improvement Market on January 22nd
  13. Trends That Impact The Altria Group In The U.S. on January 22nd
  14. McDonald's Earnings Preview: Issues In Eastern Markets To Hamper Growth on January 21st
  15. Currency Headwinds and Restructuring Costs May Subdue Kimberly-Clark’s Q4 Results on January 21st
  16. Starbucks' Earnings Preview: Robust Expansion Plans & New Beverage Markets To Drive Growth In 2015 on January 20th
  17. Best Buy Reports Positive Results Too, But Remains Cautious About FY'16 on January 20th
  18. Unilever’s Revenues Decline in 2014 on Emerging Markets Slowdown, Profits Jump on Cost Savings on January 20th

 

Financial Services

  1. U.S. Bancorp Capitalizes On Strong Loan Growth To Report Record 2014 Results on January 23rd
  2. E*Trade Q4 Earnings: Growth In Interest Revenues, Trading Commissions Lead To Improved Margins on January 23rd
  3. Higher Spending, FX Headwinds Impact American Express' Earnings on January 23rd
  4. Business Growth, Improved Underwriting Performance Lift Travelers' Earnings on January 23rd
  5. TD Ameritrade Ends 2014 On A High Note As Core Businesses Drive Growth on January 22nd
  6. Morgan Stanley Details 2015 Goals Alongside Lukewarm Q4 2014 Results on January 21st
  7. Travelers Earnings Preview: Business Growth, Underwriting In Focus on January 21st
  8. TD Ameritrade Earnings Preview: Client Assets, Trading Volumes Continue Growth on January 20th
  9. E*Trade Earnings Preview: Interest Revenues, Trading Commissions To Drive Results on January 20th
  10. Insurance Weekly Notes: MetLife, UnitedHealth on January 20th
  11. Lower Employee Costs Help Goldman Salvage Lukewarm Q4 Results on January 20th
  12. American Express Earnings Preview: Holiday Spending In Focus on January 20th
  13. Asset-Based Revenues Drive Charles Schwab's Q4 Results on January 20th
  14. Bank of America's Q4 Shock Doesn't Take Away From Strength Of Business Model on January 19th
  15. Discover Earnings Preview: Holiday Sales To Lift Cards Business on January 19th

 

Industrials & Transportation

  1. Norfolk Southern Earnings Preview: Coal Weakness Should Be Offset By Merchandise, Intermodal on January 23rd
  2. United and Alaska's Profits Take-Off On Lower Fuel Expense on January 23rd
  3. FX Dampens Johnson Controls’ Strong Performance on January 23rd
  4. Union Pacific Earnings: Volume Grows On Coal, Industrial Carloads on January 23rd
  5. Lower Oil Prices Lift Southwest's Net And Outlook on January 23rd
  6. Commercial Aviation Upcycle Could Lift GE's Results Despite Oil Weakness & A Smaller GE Capital on January 22nd
  7. Capacity Expansion To Boost Southwest's Fourth Quarter Results on January 21st
  8. Johnson Controls' Revenue To Grow On ADT Acquisition, Growing Automotive Production on January 21st
  9. Alaska's Revenue, Profit Could Rise Despite Increased Competition From Delta on January 21st
  10. Union Pacific's Revenue To Grow On Agriculture, Intermodal, Industrial Shipments on January 21st
  11. Lower Fuel Prices Lift Delta's Net And Outlook on January 21st
  12. Lower Fuel Prices, Cost Cuts Could Lift United's Profit on January 21st
  13. Honeywell Earnings Preview: Aerospace Decline Will Likely Offset ACS Growth on January 22nd

 

Media & Telecom

  1. Verizon Reports Robust Q4 Subscriber Adds, Income Falls On Pension Costs on January 23rd
  2. Comcast-TWC Merger Makes Sense Despite Ever Growing Opposition on January 21st
  3. Netflix Back To Winning Ways As Subscriber Growth Satisfies Investors on January 21st
  4. China Mobile Ends 2014 With A Whopping 90 Million 4G Users on January 21st
  5. Viacom's Studio Business Bolstered By The Success Of Its Movies In 2014 on January 20th
  6. News Corp: Digital Assets Can Help Improve Advertising Revenues on January 20th
  7. Weekly Pay-TV Notes: Dish Fox News Deal, Comcast X1 Features And DirecTV KSBY Agreement on January 20th
  8. Verizon Earnings Preview: Postpaid Subscriber Adds, Margins, Churn In Focus on January 20th
  9. Netflix Earnings Preview: Eye on Subscriber Numbers As Netflix Looks To Get Back On Trackon January 19th
  10. Fox News Returns On Dish Network But The Feud Led To Lower Ratings on January 20th
  11. Weekly Media Notes: Fox News Back On Dish, Disney's Infinity Sales And NBCU Live +3 Ratings on January 20th

 

Health Care

  1. Pfizer Earnings Preview: Vaccines & Oncology Will Shine, But The Company Needs More on January 23rd
  2. Bristol-Myers Squibb Earnings Preview: Increasing Sales From New Drugs May Ease The Pressure Off Revenue Growth on January 23rd
  3. Intuitive Surgical Earnings: Q4 Shines Bright In Otherwise Dull Year on January 23rd
  4. Growth In Optum, Medicaid Drives UnitedHealth To A New High on January 22nd
  5. Johnson & Johnson's Earnings Suggest A Softer Year Ahead on January 21st
  6. Intuitive Surgical Earnings Preview: da Vinci Xi Adoption, International Sales In Focus on January 21st
  7. UnitedHealth Earnings Preview: Open Enrollments, Optum In Focus on January 20th

 

Energy & Utilities

  1. Weekly Oil & Gas Notes: Petrobras' Asset Writedown and Exxon's New Project Startup on January 23rd
  2. Halliburton Posts Q4 Growth, Difficult Year Ahead on January 21st
  3. Baker Hughes Reports Solid Q4 Growth, Weak Crude Prices Dim Outlook on January 21st
  4. Halliburton Q4 Preview: North American Completions and Production Could Drive Earnings on January 20th
  5. Baker Hughes Q4 Preview: North America To Drive Results, Expect A Tough Outlook on January 19th

 

Basic Materials

  1. U.S. Steel Earnings Preview: Robust Market Conditions In U.S. To Partially Offset Impact Of Planned Maintenance Activity On Results on January 23rd
  2. Freeport-McMoran Earnings Preview: Lower Copper And Oil Prices To Weigh On Results on January 23rd
  3. Rio Tinto 2014 Operations Review: Sharp Rise In Iron Ore Production Volumes on January 22nd

 









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