Trefis: Highlights Week Ending 13 February 2015

February 14th, 2015
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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.

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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 89 top stories this week:

Technology (26 articles)

  • Applied Materials, 3 articles (1, 4, 24)
  • Nvidia, 3 articles (1, 6, 22)
  • AOL, 2 articles (5, 23)
  • NetApp, 2 articles (3, 25)
  • TripAdvisor, 2 articles (2, 18)

Consumer (26 articles)

  • Coca Cola, 2 articles (11, 26)
  • CVS, 2 articles (9, 25)
  • Dr. Pepper, 2 articles (1, 13)
  • Gap, 2 articles (4, 8)
  • Kraft, 2 articles (3, 10)
  • Pepsico, 2 articles (6, 21)
  • Tesla, 2 articles (12, 23)

Financial Services (11 articles)

  • Manulife, 2 articles (2, 9)
  • MetLife, 2 articles (3, 10)
  • Morgan Stanley, 2 articles (1, 6)

Energy & Utilities (8 articles)

  • Alpha Natural Resources, 2 articles (1, 7)

Media & Telecom (8 articles)

  • Cisco, 2 articles (3, 8)
  • Time Warner, 2 articles (2, 6)

Industrials & Transportation (5 articles)

  • Airlines, 2 articles (1, 2)
  • CSX, 2 articles (3, 5)

Basic Materials (4 articles)

  • Rio Tinto, 2 articles (1, 4)

Health Care (1 article)


All 89 investment stories this week are listed below.



  1. Weekly Tech Update: AMAT, CREE, INTC, MU, QCOM, NVDA on February 13rd
  2. Riding On Strategic Acquisitions And Insightful Investments, TripAdvisor Delivers A Healthy Fourth Quarter on February 13rd
  3. NetApp Earnings: Weakness In Product Sales Offset By Services on February 13rd
  4. Applied's Q1'15 Earnings Review: Growth Driven By Rising Semiconductor & Display Demandon February 12nd
  5. AOL Earnings: Overall Revenue Improves Even As Display Ads Suffers Due To Shuttered Properties on February 12nd
  6. Nvidia Closes Fiscal 2015 On A Strong Note: Growth Driven By Gaming, Automotive, Data Center & Cloud on February 12nd
  7. Improved Outlook Sends Monster Worldwide's Stock Higher on February 12nd
  8. Earnings Review: Akamai Continues To Fire On All Cylinders on February 12nd
  9. Oracle Triggers Price War in the Servers Market on February 11st
  10. Why Microsoft Is Tapping The U.S. Debt Market? on February 11st
  11. How Will Yelp’s $134 million Acquisition of Eat24 Help Its Business? on February 11st
  12. Groupon Pre-Earnings: Expecting Strong Holiday Season Sales on February 11st
  13. Trends That Will Drive Samsung's Semiconductor Business In 2015 on February 11st
  14. VeriSign Posted A Moderate Fourth Quarter, But Aims Higher With Increased Marketing Activities on February 10th
  15. Shutterfly Q4 2014 Earnings Preview: Margins Likely Remain Under Pressure on February 10th
  16. LinkedIn Delivered A Beat In Fourth Quarter on February 10th
  17. Zynga Pre-Earnings: Trends We Are Watching on February 10th
  18. TripAdvisor Q4 2014 Earnings Preview: Acquisitions And Instant Booking Platform In Focus on February 10th
  19. Strong Performance By Core Titles Drive Activision's Annual Revenues In 2014 on February 10th
  20. Twitter Outperforms During Fourth Quarter, Driving Stock Price Higher on February 9th
  21. Expedia's Fourth Quarter Review: Growth Slows Due To eLong's Weakness, FX Headwinds, And Acquisition Related Spending on February 9th
  22. Nvidia's Q4'15 Earnings Preview: Gaming, Tegra & Data Centers In Focus on February 9th
  23. AOL Earnings Preview: Programmatic Platform To Deliver Growth Yet Again on February 9th
  24. Applied Is Confident Of Retaining Its Growth Momentum In Fiscal '15: Q1'15 Earnings Previewon February 9th
  25. NetApp Earnings Preview: Strong Outlook For Software And Services on February 9th
  26. Human Capital Management Weekly Review: ADP, Paychex on February 9th



  1. Dr Pepper Earnings Review: Growth In Both Sparkling And Still Segments Boost Q4 Volume Growth on February 13rd
  2. Why We Think Best Buy's FY'16 Bets Make a Lot More Sense on February 13rd
  3. Kraft Foods Group Earnings: Lack Of Guidance Causes Uncertainty on February 13rd
  4. Gap Inc Ends Piperlime And Makes Certain Leadership Changes on February 13rd
  5. Falling Gas Prices Pummel Costco's Otherwise Strong Growth In January on February 13rd
  6. PepsiCo Earnings Review: Negative Currency Translations Offset Strong Organic Growth In 2014 on February 12nd
  7. Still No Potential Suitors For Aeropostale And Here's Why on February 12nd
  8. Gap Inc's January Sales Fall, But It Raises Full Year Guidance on February 12nd
  9. CVS Meets Expectations Despite Headwinds. Management Confident of Carrying Momentum Into 2015. on February 12nd
  10. Kraft Foods Earnings Preview: Commodities And Operations In Focus on February 12nd
  11. Coca-Cola Earnings Review: Cautiously Optimistic On Future Growth Prospects Even As 2014 Revenues Fall on February 12nd
  12. Earnings Review: Tesla Misses Its Delivery Target For 2014 But Upbeat About 2015 Outlook on February 12nd
  13. Dr Pepper Pre-Earnings: Effective Net Pricing In The U.S. To Fuel Top Line Growth In Q4 on February 11st
  14. Why Is Omni-Channel Retailing So Important For Bed Bath & Beyond? on February 11st
  15. Perks Loyalty Programs & Innovative New Items Drive Dunkin' Brands' 2014 Sales Growth on February 11st
  16. Will Wal-Mart Pick Up Target Canada's Leftovers? on February 10th
  17. Estee Lauder Performs Above Expectation In Q2FY15, Though Currency Headwinds Continue Dampening Growth on February 10th
  18. Three Reasons Why Diageo Holds Long-Term Potential on February 10th
  19. Avon Q4 2014 Earnings Preview: Latin American Problems Might Weigh On Earnings on February 10th
  20. L'Oreal Earnings Preview: Luxury Cosmetics and Acquisitions Might Fuel Sales, Offset Perhaps By Economic Adversities on February 10th
  21. PepsiCo Pre-Earnings: All Eyes On Margin Expansion And Growth In Developing Markets on February 10th
  22. Earnings Review: FX Headwinds, Rising CapEx, Weigh Down Ralph Lauren's Profits on February 9th
  23. Earnings Preview: Can Tesla Meet Its Deliveries and Production Targets For 2014? on February 9th
  24. Dull Keurig 2.0 Launch & Brewer Recalls Hamper Keurig's Revenue Growth In Q1 on February 9th
  25. Medicaid Expansion and New Specialty Therapy Launches to Drive CVS' Growth on February 9th
  26. Coca-Cola Earnings Preview: Currency Headwinds Could More Than Offset Positive Price Mix In The U.S. on February 9th


Financial Services

  1. Financials Weekly Notes: Citigroup, BofA, Morgan Stanley on February 13rd
  2. Manulife Earnings: Growth In Asia Continues, Canada And U.S. Mixed on February 13rd
  3. Business Growth, Lower Investment Income Drive MetLife’s Earnings on February 13rd
  4. Credit Suisse Shares Rally After Q4 Earnings Beat on February 12nd
  5. U.S. Banks Report One Of The Worst Trading Performances Since The Downturn on February 12nd
  6. Morgan Stanley Leads U.S. Banks In Equity Trading Revenues For 2014 on February 11st
  7. UBS Doubles Dividend, Sees A Few Issues Along With Q4 Results on February 11st
  8. AIG Earnings Preview: Underwriting, U.S. Business Growth In Focus on February 10th
  9. Manulife Earnings Preview: North American Operations, Currency Fluctuations From East In Focus on February 10th
  10. MetLife Earnings Preview: Growth In U.S., But Investments And FX Concerns Loom on February 10th
  11. Q4 2014 Was The Worst Quarter For FICC Trading In Three Years on February 9th


Energy & Utilities

  1. Alpha Natural Resources' Earnings Review: Weak Coal Demand And Pricing Weighs On Q4 Results on February 13rd
  2. Solar Weekly Updates: Strong Q4 Shipments, Apple-First Solar PPA, Trina's Panel Supply Dealon February 13rd
  3. Is Every Oil Company A Buy Right Now? on February 13rd
  4. Oilfield Services Weekly Notes: Falling Rig Count And Halliburton's Layoffs on February 13rd
  5. What Apple's PPA With First Solar Could Mean For The Utility-Scale Solar Industry on February 11st
  6. What's Driving Our $96 Per Share Price Estimate For Exxon Mobil? on February 9th
  7. Alpha Natural Resources' Earnings Preview: Weak Coal Demand And Pricing To Weigh On Q4 Results on February 9th
  8. Lower Rig Count Reflects Tough Short Term Outlook For Oilfield Services Companies on February 9th


Media & Telecom

  1. Verizon Best In Wireless Network Quality, Sprint Leads In Improvement on February 13rd
  2. Subscription Fees Growth At Cable Networks Boosts Time Warner's Q4 Earnings on February 12nd
  3. Cisco Reports Strong Q2 Results On Robust Switching Sales on February 12nd
  4. Earnings Preview: Watchout For CBS' Advertising Income In Q4 on February 11st
  5. China Telecom Improves High Speed Subscriber Additions With 4G Trial License on February 11st
  6. Time Warner's Q4 Earnings Likely Boosted By Subscription Growth At Turner And HBO on February 10th
  7. News Corp Benefits From A Solid Growth At Book Publishing And Digital Real Estate Operations on February 9th
  8. Cisco Earnings Preview: Emerging Markets, Margins In Focus on February 9th


Industrials & Transportation

  1. Will Airlines Begin To Post Losses If Oil Prices Rise In Coming Months? on February 13rd
  2. Airlines Week In Review: United, American, Southwest, JetBlue Report Operating Performance For January on February 13rd
  3. Can CSX Successfully Increase Its Pricing? on February 11st
  4. Can Corning’s Phire Rise Up To Sapphire’s Challenge? on February 9th
  5. Railroads Earnings Recap: Norfolk Southern, Union Pacific, CSX on February 9th


Basic Materials

  1. Rio Tinto's Full Year 2014 Earnings Review: Cost Reduction And Higher Volumes Offset Impact Of Low Commodity Prices On Results on February 13rd
  2. Is The Worst Over For Iron Ore Miners? on February 13rd
  3. ArcelorMittal's Q4 Earnings Preview: Improved Market Conditions For Steel And Cost Reduction Initiatives To Boost Results on February 11st
  4. Rio Tinto's Full Year 2014 Earnings Preview: Robust Production Volumes And Cost Reduction Initiatives To Partially Offset Impact Of Low Commodity Prices on February 10th


Health Care

  1. Medtronic Earnings Preview: Key Businesses In Focus on February 13rd


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