Trefis: Highlights Week Ending 06 February 2015

February 7th, 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 104 top stories this week:

Consumer (31 articles)

  • Altria, 2 articles (1, 22)
  • Chipota, 2 articles (9, 28)
  • Daimler, 3 articles (7, 14)
  • GM, 2 articles (5, 29)
  • McDonald's, 2 articles (15, 32)
  • Philip Morris, 2 articles (3, 18)
  • Toyota, 2 articles (4, 24)
  • Under Armour, 2 articles (6, 27)
  • Wynn, 2 articles (2, 12)

Technology (29 articles)

  • ADP, 2 articles (11, 23)
  • Amazon, 2 articles (2, 23)
  • Motorola, 2 articles (10, 24)
  • Pandora, 2 articles (4, 20)
  • Symantec, 2 articles (3, 18)
  • Yahoo!, 2 articles (12, 28)
  • Yelp, 2 articles (2, 15)

Financial Services (14 articles)

  • Investment bank roundup, 3 articles (3, 4, 6)
  • CME, 2 articles (2, 13)
  • Intercontinental Exchange Group, 2 articles (1, 7)

Media & Telecom (13 articles)

  • Disney, 2 articles (1, 6)
  • Sirius, 2 articles (2, 7)
  • Sprint, 2 articles (3, 9)
  • Time Warner, 2 articles (4, 11)
  • Viacom, 2 articles (12, 13)

Industrials & Transportation (5 articles)

  • UPS, 2 articles (3, 4)

Health Care (5 articles)

  • Boston Scientific, 2 articles (2, 3)
  • Merck, 2 articles (1, 5)

Energy & Utilities (5 articles)

Basic Materials (2 articles)


All 104 investment stories this week are listed below.



  1. Weekly Tobacco Notes: Altria In Focus on February 6th
  2. Weekly Casino Notes: Macau Gaming Data, Wynn Earnings And More on February 6th
  3. Philip Morris Earnings: Currency Impact, Regional Challenges Weigh On Results on February 6th
  4. Earnings Review: Toyota Revises Its Full Year Fiscal Sales Forecasts On Rising SUV Sales, Weak Yen on February 6th
  5. Earnings Review: Recall and Restructuring Costs Hurt Profits But Record Sales In China Point To a Bright Future For GM on February 6th
  6. Earnings Review: Under Armour Caps a Fantastic 2014 With Another Blockbuster Quarter on February 6th
  7. Daimler Earnings Review: Robust Volume Growth And Rich Product Mix Boost Profitability At Mercedes on February 6th
  8. Tata Motors Earnings Review: Profits Decline For Both Jaguar Land Rover And The Standalone Business on February 6th
  9. Increasing Customer Traffic Drives Chipotle's FY 2014 Revenues on February 5th
  10. Why Costco Seems A Little Overpriced? on February 5th
  11. CVS Health Strongly Placed To Tap Growth Opportunities on February 5th
  12. Wynn's Earnings Down Nearly 50% Amid A Slowdown In Macau on February 5th
  13. A Growth In The U.S. Economy Will Drive Hyatt's Owned And Leased Hotel Operations on February 4th
  14. Daimler Pre-Earnings: Strong Volume Sales Growth For Mercedes To Boost Top Line on February 4th
  15. Dunkin' Brands Earnings Preview: Customer Count To Determine Sales Growth on February 4th
  16. Tata Motors Pre-Earnings: Sales Decline At Jaguar Land Rover To Hurt Q3 Results on February 4th
  17. Estee Lauder Q2'15 Preview: North America Might Likely Stronger, While Slowdown In China And Latin America Could Have Dampened Sales on February 4th
  18. Philip Morris International Q4 2014 Earnings Preview on February 4th
  19. Higher Volumes Help Colgate-Palmolive Beat Currency Troubles in Q4 on February 3rd
  20. Earnings Preview: Retail Division To Drive Ralph Lauren's Top Line But Rising Expenses Could Limit Impact On Profits on February 3rd
  21. New Brewer Platforms To Drive Keurig Green Mountain's Growth In 2015 on February 3rd
  22. Altria's Q4 2014 Earnings: Business As Usual on February 2nd
  23. Lear Earnings Review: Higher Content Per Vehicle Boosts 2014 Revenue Growth on February 2nd
  24. Earnings Preview: Strong End To The Year Bodes Well For Toyota's Profits on February 2nd
  25. Is There Any Hope For Guess's Dwindling Market Share? on February 2nd
  26. Las Vegas Sands' China Operations Decline After A Slowdown In Macau; Earnings Jump 28% Over Lower Costs on February 2nd
  27. Earnings Preview: Under Armour's Growth Drivers Have A Lot Of Steam Left In Them Yet on February 2nd
  28. Chipotle Mexican Grill Earnings Preview: Increasing Customer Count To Drive Comparable Sales In Q4 on February 2nd
  29. Earnings Preview: GM Poised To Deliver Another Strong Set of Results on February 2nd
  30. Earnings Preview: Watchout For Wynn's Table Games Win Percentage Amid A Decline In Macau Gaming on February 2nd
  31. Earnings Review: Recall Costs, Sluggish Domestic Car Sales, Weigh Down Honda's Operating Profits on February 2nd



  1. Akamai Earnings Preview: Expect Another Quarter Of All-Round Growth on February 6th
  2. Financials Weekly Notes: JPMorgan, Morgan Stanley, UBS on February 6th
  3. Yelp Earnings: Performance Metrics Falter As Revenues Grow At An Anemic Pace on February 6th
  4. Symantec’s Revenues Disappoint in Q3 as Corporate Breakup Looms on February 6th
  5. Pandora Stumbles On Weaker-Than-Expected Topline Growth; Bottomline Worries Remain on February 6th
  6. Fox Lowers Its FY16 Guidance Amid A Continued Decline In Ratings on February 6th
  7. Monster Pre-Earnings: Growth Likely Accelerated In Q4, But Currency Headwinds Likely Hit Earnings on February 6th
  8. Here's Why Groupon's Margins Are So Low? on February 5th
  9. Orbitz Worldwide Is Up For Sale: Who Are The Potential Buyers? on February 5th
  10. Revising IBM To $204 on February 5th
  11. Motorola's Q4 Results Beat Estimates On Improving North American Sales on February 5th
  12. ADP’s Top Line Rises On New Business Bookings, Pays Per Control on February 5th
  13. Yahoo! Japan Earnings: Mobile Bolsters Growth Yet Again on February 4th
  14. VeriSign Earnings Preview: Saturation Of .com And Lack Of Traction For .net Likely Key Issues in the Quarter on February 4th
  15. Activision Blizzard Earnings Preview: Success Of FPS Titles In Holiday Period To Drive Top-line Growth on February 4th
  16. Yelp Earnings Preview: Will Local Ads Revenue Growth Keep Up With Expectation In Q4? on February 3rd
  17. Riding High On The Success Of Its Offerings, Constant Contact's Q4 Performance Exceeds Expectations on February 3rd
  18. LinkedIn Could Deliver Another Strong Quarter In Q4 on February 3rd
  19. Symantec’s Revenues Set to Decline in Q3 as Restructuring Continues on February 3rd
  20. Can Twitter Outperform Expectations During Q4 Results? on February 3rd
  21. Pandora Earnings Preview: Margins And Monetization In Focus on February 3rd
  22. Expedia Earnings Preview: ETP Adoption, Big Ticket Acquisitions, And Focus On Growing Economies Can Further Rev Up Revenues on February 3rd
  23. Fox's Earnings Preview: Rising Programming Costs And Softer Ratings May Weigh Over Q2FY15 Earnings on February 3rd
  24. ADP Earnings Preview: Revenue To Grow On New Business Bookings, Employment on February 3rd
  25. Motorola Solutions Earnings Preview: North American Sales, Margins In Focus on February 3rd
  26. Spotify is Quickly Catching Up With Pandora on February 2nd
  27. January Roundup For Internet Companies on February 2nd
  28. Weaker Than Expected Sales Growth And Regulatory Concerns Bring Down Alibaba's Stock on February 2nd
  29. Yahoo! Japan Earnings Preview: What We Are Watching on February 2nd
  30. EMC Earnings: Information Storage, VMware Drive Revenue Growth on February 2nd


Financial Services

  1. IntercontinentalExchange Group Earnings: Trade Volumes Drive Revenue Growth on February 6th
  2. Late Surge In Trade Volumes Leads To Profitable Quarter For CME on February 6th
  3. Q4 2014 U.S. Investment Banking Round-Up: Equity Underwriting on February 5th
  4. Q4 2014 U.S. Investment Bank Round-Up: Debt Origination on February 5th
  5. Improved Underwriting Boosts Hartford’s Results on February 5th
  6. Q4 2014 U.S. Investment Bank Round-Up: Advisory Services on February 4th
  7. IntercontinentalExchange Group Earnings Preview: European Volumes Surge In Q4 on February 4th
  8. Despite FX Headwinds, MasterCard Beats Analyst Expectations on February 3rd
  9. Prudential Earnings Preview: FX Headwinds, Investment Income In Focus on February 3rd
  10. Despite Expected Headwinds, State Street's Still Worth $80 on February 3rd
  11. Visa Maintains Growth Though FX Headwinds Remain A Concern on February 2nd
  12. Deutsche Bank Posts Better-Than-Expected Q4 Results; Warns Of Higher Legal Costs In 2015on February 2nd
  13. CME Earnings Preview: Trade Volumes Surge In Q4 on February 2nd


Media & Telecom

  1. Weekly Media Notes: Disney And Fox Earnings And Super Bowl Ratings on February 6th
  2. Sirius XM's Strong Q4 Results Confirm A Bright Future For Subscriber Growth on February 6th
  3. Sprint Beats Estimates On Improved Subscriber Adds on February 6th
  4. Time Warner's CNN Will See A Steady Growth In Subscription And Advertising Revenues In The Coming Years on February 5th
  5. NYT Earnings: Digital Growth Boosts Revenues Yet Again on February 4th
  6. Disney Sees A Solid Growth Across Its Segments; Frozen Helps The Media Giant Post 23% Earnings Growth on February 4th
  7. Sirius XM Earnings Preview: Steady Subscriber Additions And Bottomline Growth To Continueon February 4th
  8. News Corp Earnings Preview: Advertising Trends In Print Media And Digital Assets In Focus on February 4th
  9. Sprint Earnings Preview: Postpaid Subscriber Adds, Free Cash Flow In Focus on February 4th
  10. Why BlackBerry's Fortunes Ride Heavily On BES on February 3rd
  11. Time Warner Cable Posts Strong Subscriber Numbers For 2014 on February 3rd
  12. Weekly Media Notes: Viacom Results, ESPN Ratings And Super Bowl Ad Pricing on February 2nd
  13. Viacom Posts 8% Earnings Growth But Lower Ratings At Media Networks Continue To Drag Advertising Income on February 2nd


Industrials & Transportation

  1. Airlines Week In Review: Delta, Alaska Report Operating Results For January on February 6th
  2. Proposed Defense Budget For Fiscal 2016 Brings Cheer To Lockheed on February 5th
  3. UPS Q4 Earnings: Surge In Operating Expenses Was Expected on February 4th
  4. UPS Earnings Preview: Operating Expenses Up On Peak Season Preparations on February 2nd
  5. Bell Will Temper Textron's Growth In 2015; Acquisitions Lift Q4 Result on February 2nd


Health Care

  1. Merck Posts Disappointing Numbers As Experimental Hepatitis C Treatment Loses Breakthrough Designation on February 6th
  2. Boston Scientific's Growth In Key Businesses Helps In Delivering Solid Q4 Results on February 6th
  3. Boston Scientific Earnings Preview: New Products In Focus on February 3rd
  4. Roche Posts Solid Numbers But All Eyes On What The Future Holds For The Company on February 2nd
  5. Merck Earnings Preview on February 2nd


Energy & Utilities

  1. How Transocean's Key Metrics Are Being Impacted By The Offshore Downturn on February 5th
  2. Chevron's Earnings Decline On Lower Oil Prices But Production Outlook Intact on February 4th
  3. Trends Driving Our $1 Price Estimate For Alpha Natural Resources on February 3rd
  4. ConocoPhillips Price Revised To $68.50 Per Share On Lower Capital Expenditures, Slower Production Growth on February 2nd
  5. Shell Price Revised To $67 Per Share On Thinner Upstream Margins, Lower Capital Expenditures on February 2nd


Basic Materials

  1. Cost Rationalization Efforts Partially Offset Impact Of Low Commodity Prices On Cliffs' Q4 Results on February 4th
  2. Dow Continues Margin Expansion But Lower Oil Prices Weigh On Outlook on February 3rd


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