Trefis: Highlights Week Ending 27 February 2015

February 28th, 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 94 top stories this week:

Technology (25 articles)

  • Broadcom, 2 articles (6, 16)
  • Electronic Arts, 2 articles (3, 22)
  • Paychex, 2 articles (1, 19)
  • Salesforce, 2 articles (7, 24)

Consumer (24 articles)

  • Anheuser-Busch InBev, 2 articles (4, 15)
  • Home Depot, 2 articles (13, 24)
  • McDonald's, 2 articles (2, 3)
  • L Brands, 2 articles (11, 22)
  • Lowe's, 2 articles (6, 17)
  • Target, 2 articles (10, 23)

Financial Services (10 articles)

Energy & Utilities (10 articles)

  • First Solar, 2 articles (5, 10)
  • Petrobas, 2 artilces (1, 3)
  • Transocean, 2 articles (4, 9)

Media & Telecom (10 articles)

  • Disney, 2 articles (8, 9)

Industrials & Transportation (7 articles)

  • FedEx, 2 articles (1, 3)

Health Care (5 articles)

  • Boston Scientific, 2 articles (1, 2)

Basic Materials (3 articles)

  • Vale, 2 articles (1, 2)


All 94 investment stories this week are listed below.



  1. Payroll Processors Weekly Review: ADP, Paychex on February 27th
  2. Weekly Media Notes: Mayweather-Pacquiao, M&A And More on February 27th
  3. Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on February 27th
  4. Seagate Partners With Micron To Improve Presence In Enterprise SSD Market on February 27th
  5. Here Are The Key Drivers And Barriers For Facebook's Business on February 26th
  6. Broadcom Launches A New Smartwatch Platform For Android Wear Devices on February 26th
  7. Salesforce Posts Strong Q4 Results, Eyes Analytics Market to Drive Future Growth on February 26th
  8. Nokia Ends 2014 With Record 34 Deals In India on February 26th
  9. SanDisk's Latest Flash Storage Solutions Target The Auto Market on February 26th
  10. Yahoo’s Strategy Behind Launch Of New Mobile Developer Suite on February 25th
  11. F5 Worth $127: Factors That Will Drive Growth on February 25th
  12. HP Earnings: Strong Dollar And Tepid Demand Impact Revenues on February 25th
  13. Thoughts On An Apple Car on February 25th
  14. Why We Expect Perfect World's Paying User Base To Shrink on February 25th
  15. Western Digital Can Bank On A Solid Year For Enterprise Storage on February 24th
  16. Key Factors That Will Drive Broadcom's Future Growth on February 24th
  17. Google Wallet’s Deal With SoftCard Can Boost Its Market Share In Mobile Payment on February 24th
  18. Intel Still Has A Long Way To Go To Make A Mark In The Automotive Industry on February 24th
  19. What’s Driving Paychex’s Stock Rally? on February 24th
  20. Here's Why We Think Amazon's Stock Is Fairly Valued At $295 on February 24th
  21. It’s Products Galore From Enterprise Software Vendors on February 24th
  22. Electronic Arts' Stock Surges Due To Impressive FIFA & Madden NFL Performances on February 24th
  23. Qualcomm Launches New Snapdragon Processors For The Mid-Range Mobile Market on February 23rd
  24. Increasing Competition in Cloud May Temper Salesforce’s Revenue Growth in Q4 on February 23rd
  25. Sina Q4 2014 Earnings Preview on February 23rd



  1. Ford Returns To Rapid Growth In China After Overcoming Production Constraints on February 27th
  2. Weekly Notes On Restaurant Industry: McDonald's, Restaurant Brands International & Dunkin' Brands on February 27th
  3. Market's Positive Speculation Ahead Of McDonald's New CEO's Business Plans Drives Stock Price Close To $100 on February 27th
  4. AB InBev Earnings Review: Strong Sales Growth In Core Markets on February 27th
  5. GM's Rumored Stock Buyback Is Short-Term Thinking on February 27th
  6. Lowe's Earnings Review: Upbeat U.S. Economy Drives Sales on February 26th
  7. Why Are Generic Drug Prices Shooting Up? on February 26th
  8. Lightweight And Electric Motorcycles To Expand Harley-Davidson's Customer Base on February 26th
  9. Four Things Coach Must Do To Turnaround Its Fortune on February 26th
  10. Target Beats On Revenues But Reports Significant Losses Due To Canada on February 26th
  11. L Brands Beats On Profits, But Provides Weak Outlook on February 26th
  12. Four Key Steps Best Buy Has Taken This Far In 2015 on February 25th
  13. Home Depot Earnings Review: Solid Growth On Positive Economic Prospects on February 25th
  14. Gap Earnings Preview: Revenues To Increase Steadily Despite Traffic Decline; Omni-Channel In Focus on February 25th
  15. Anheuser-Busch InBev Earnings Preview: U.S. And Brazil In Focus on February 25th
  16. Kimberly-Clark Offloads Pension Obligations to Insurance Companies on February 24th
  17. Lowe's Earnings Preview: A Strong U.S. Housing Market To Propel Sales on February 24th
  18. Patent Cliff II Is Here, But Do Pharmacy Chains Need to Worry? on February 24th
  19. Under Armour Steps Up Its Efforts To Bring New Customers To The Brand on February 24th
  20. Why Are Reimbursement Rates Such a Trouble For Walgreen And Other Drugstore Chains? on February 24th
  21. Here’s Why Devaluation of the Venezuelan Bolivar is a Big Deal for P&G on February 23rd
  22. L Brands Earnings Preview: Holiday And January Semi-Annual Sales To Propel Growth on February 23rd
  23. Target Earnings Preview: Growth May Remain Under Pressure; Exit From Canada In Focus on February 23rd
  24. Home Depot Earnings Preview: Better Macroeconomic Conditions To Aid Sales on February 23rd


Financial Services

  1. Q4 2014 Bank Review: Credit Card Payment Volumes on February 27th
  2. Financials Weekly Notes: BNY Mellon, Morgan Stanley and Deutsche Bank on February 27th
  3. E*Trade's Trade Volumes Improve In January After Strong End To 2014 on February 27th
  4. Charles Schwab Kicks Off 2015 With High Trade Volumes on February 27th
  5. RBS's Poor Q4 Results Accompanied By Plans To Exit Markets Business In 25 Countries on February 27th
  6. Q4 2014 U.S. Banking Review: Mortgage Originations on February 26th
  7. Ameritrade's January Trading Metrics In Focus After Strong End To 2014 on February 26th
  8. Forex Movements Hurt HSBC's Results; Legal, Regulatory Costs To Impact Future Earnings on February 26th
  9. Q4 2014 Bank Review: Outstanding Card Balances on February 25th
  10. Weekly Brokerage Notes: Subdued Trading Activity After Strong Q4 on February 23rd


Energy & Utilities

  1. Weekly Oil & Gas Notes: Exxon's Proved Reserves And Petrobras' Ratings Downgrade on February 27th
  2. Three Factors Which Resulted In Lower Reported Q4 Earnings For Duke Energy on February 27th
  3. Petrobras' Cost Of Capital Set To Rise After Moody's Downgrade on February 26th
  4. Transocean's Q4 Earnings Hold Up, But Outlook Is Challenging on February 26th
  5. First Solar Q4 Earnings Rise On Solar Gen 2 Sale; Yieldco Prospects Encouraging on February 26th
  6. How Does BP Plan To Ride Through The Oil Crash? on February 25th
  7. Power Plant Business Drives SunPower's Q4 on February 25th
  8. Recent Trends In The U.S. Oil Rig Count And Where It Could Be Headed on February 24th
  9. Turmoil In The Offshore Markets Will Impact Transocean's Q4 Earnings on February 24th
  10. First Solar Q4 Preview: Solar Gen 2 Sale Will Drive Results As Legacy Projects Wind Down on February 23rd


Media & Telecom

  1. How Is Fox Sports Australia Trending For News Corp? on February 26th
  2. FCC Ruling On Net Neutrality Will Have Major Implications For The Internet Space on February 26th
  3. AT&T-DirecTV Deal: Documents Access Case Might Delay Regulatory Approval on February 26th
  4. Dish Loses 63,000 Pay-TV customers in Q4 on February 25th
  5. For Comcast, Growth In Subscriber Base Leads To Strong Q4 Results on February 25th
  6. Juniper Enhances Mobile Backhaul Capabilities With New Routers on February 25th
  7. China Mobile Earnings Preview: ARPU, Profitability In Focus on February 25th
  8. What Will Drive Disney's U.S. Theme Parks Operations? on February 24th
  9. Weekly Media Notes: Disney World Ticket Prices, CBS Earnings And Fast & Furious Ride At Universal Studios on February 23rd
  10. China Unicom Starts 2015 With Record Low Monthly User Adds on February 23rd


Industrials & Transportation

  1. Logistics Weekly Review: FedEx, UPS on February 27th
  2. Railroads Weekly Review: Norfolk Southern, CSX and Union Pacific on February 27th
  3. Strong Increase In Pricing Expected For Fedex on February 26th
  4. Johnson Controls’ Building Efficiency To Grow Despite ABI Decline on February 26th
  5. Polypore Acquisition Increases 3M’s Exposure To Filters Market on February 25th
  6. Boeing Is Well Positioned To Grow Through The End Of This Decade on February 25th
  7. Deere Earnings: Better Than Expected Results Overshadow Weaker Outlook on February 23rd


Health Care

  1. Medical Devices Weekly Notes: Medtronic and Boston Scientific on February 27th
  2. Boston Scientific In Talks To Acquire Endo’s Medical Device Unit on February 26th
  3. We Are Not Surprised That J&J May Be Selling Cordis on February 24th
  4. Breaking Down Pfizer's Acquisition Of Hospira on February 23rd
  5. A Look At The Factors Driving Our $105 Price Estimate For UnitedHealth on February 23rd


Basic Materials

  1. Higher Iron Ore Shipments And Cost Reductions Partially Offset Impact Of Lower Iron Ore Prices On Vale's Q4 Results on February 27th
  2. Vale's Q4 2014 Earnings Preview: Higher Shipment Volumes To Partially Offset Impact Of Lower Iron Ore Prices on February 24th
  3. Lower Gold Prices And Shipments Weigh On Newmont's Q4 Results on February 23rd


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