Trefis: Highlights Week Ending 01 May 2015

May 2nd, 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 to go 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 121 top stories this week:

Consumer (29 articles)

  • Ford, 3 articles (6, 13, 27)
  • Daimler, 2 articles (8, 23)
  • Diagio, 2 articles (14, 24)
  • Starbucks, 2 articles (25, 29)
  • Target, 2 articles (3, 19)
  • Volkswagen, 2 articles (8, 18)
  • Wynn Resorts, 2 articles (9, 28)

Technology (24 articles)

  • Akamai, 2 articles (3, 23)
  • Lexmark, 2 articles (8, 27)
  • Nokia, 2 articles (2, 12)
  • Twitter, 2 articles (7, 22)

Financial Services (18 articles)

  • CME, 2 articles (3, 9)
  • Deutsche Bank, 2 articles (11, 14)
  • Mastercard, 2 articles (7, 15)
  • Visa, 2 articles (2, 12)

Industrials & Transportation (15 articles)

  • Corning, 2 articles (2, 15)
  • Norfolk Southern, 2 articles (3, 14)

Media & Telecom (12 articles)

  • Time Warner Cable, 3 articles (2, 7, 10)
  • Comcast, 2 articles (3, 10)
  • Sirius, 2 articles (2, 7)

Energy & Utilities (11 articles)

  • Alpha Natural Resources, 2 articles (2, 9)

Basic Materials (7 articles)

  • Vale, 2 articles (6, 9)

Health Care (5 articles)


All 121 investment stories this week are listed below.



  1. Will E-Cigarettes Be The Next Big Thing For Altria? on May 1st
  2. What Does North America Have In Store For Diageo? on May 1st
  3. Lily Pulitzer Collection Indicates A Probable Target Comeback on May 1st
  4. Has Home Depot Maxed Its Potential? on May 1st
  5. CVS Health Earnings Preview: Strong PBM Business To Drive Growth. But, Reimbursement Pressure Will Continue To Drag Margins Down on April 30th
  6. How Ford Is Slowly Reviving Its European Operations on April 30th
  7. Earnings Review: Coach Still Stuck In A Rut on April 30th
  8. Volkswagen Earnings Review: North America Sales And Operating Performance In Focus on April 30th
  9. Wynn Posts Loss In Q1 Amid A Continued Decline In Macau Gaming on April 30th
  10. Macau Slowdown Weighs Over Las Vegas Sands' Q1 Earnings on April 30th
  11. MGM Resorts Will Post Lower Earnings Amid A Slowdown In Macau on April 30th
  12. Diageo: Could Africa Be The Motor For Growth? on April 30th
  13. Earnings Review: Ford Reports Lower Profits As Expected on April 29th
  14. Daimler Earnings Review: Net Profits Almost Double On A Strong Operating Performance on April 29th
  15. Avon's Q1 Earnings Likely Hit By Representative Base Erosion, Currency Headwinds, And Weak North American Sales on April 29th
  16. Price Hikes in Emerging Markets to Drive Colgate-Palmolive’s Q1 Results on April 29th
  17. Earnings Review: Honda Profits Fall On High Quality Costs And Negative Impact Of FX Fluctuations on April 29th
  18. Lower-Than-Expected Volume Sales To Weigh On Volkswagen's Financials In Q1 on April 28th
  19. Retail Week In Review: Wal-Mart and Target on April 28th
  20. Apparel Week In Review: Urban Outfitters And Abercrombie & Fitch on April 28th
  21. Two Things Investors Are Overlooking In GM's Recent Earnings Report on April 27th
  22. The Week That Was: Automotive Stocks on April 27th
  23. Lear's Strong Growth Momentum Continues Into Q1 on April 27th
  24. Daimler Pre-Earnings: Strong Volume Rise In U.S. And China To Fuel Top Line Growth on April 27th
  25. Strong Revenue Growth In China & Asia-Pacific Drives Starbucks' Top-line Growth In Q2 on April 27th
  26. Strong Comparable Sales Growth In The U.S. Drives Q1 Revenues For Dunkin' Brands on April 27th
  27. Earnings Preview: Expect Lower Profits From Ford This Quarter on April 27th
  28. Macau Operations Will Drag Wynn Resorts' Q1 Earnings Lower on April 27th
  29. Weekly Notes On Coffee Industry: Starbucks & Keurig Green Mountain on April 27th



  1. Lexmark Results: Results Reflect Anemic Demand For Printers on May 1st
  2. Nokia's Stock Nosedives On Lower Networks Profits In Q1 on May 1st
  3. Akamai Q1 Earnings: Company Experiences All-Round Growth; Currency Headwinds Play Spoilsport on April 30th
  4. VeriSign Q1 Earnings Displayed Healthy Growth On The Back Of Increased Domain Name Registrations and Improved Renewal Rates on April 30th
  5. Salesforce Reportedly Fielding Takeover Offers on April 30th
  6. Western Digital Misses Guidance, Reports Low Unit Shipments For Q3'15 on April 30th
  7. Twitter's Stock Plummets On Disappointing Results on April 29th
  8. Yahoo! Japan Earnings Preview: Focus On Mobile Ads And Transaction Revenues on April 29th
  9. LinkedIn Earnings Preview: Expecting Strong Growth In The First Quarter on April 29th
  10. Expedia Q1 2015 Earnings Preview: Strategic Alliances And eLong's Performance In Focus on April 29th
  11. Constant Contact Expected To Deliver A Healthy First Quarter With In A Buoyant U.S. Marketon April 29th
  12. Nokia Earnings Preview: Strong Order Pipeline To Drive Networks Sales on April 29th
  13. PayPal Carries eBay's Earnings In The First Quarter on April 28th
  14. Shutterfly Might Demonstrate A Strong First Quarter On The Back Of Its Strategic Investments And Cost Cutting Initiatives on April 28th
  15. Yelp Earnings Preview:Focus On Growth Across Local Ads Division on April 28th
  16. Low Consumer Electronics And Branded Unit Shipments Could Hinder Western Digital's Q3 Growth on April 28th
  17. Greater China, iPhone Drive Apple's Strong Q2 Numbers on April 28th
  18. ADP Earnings Preview: New Business Bookings, PPACA, Employment Growth To Drive Revenue on April 28th
  19. Qlik Q1 Earnings: Currency Headwinds Take Some Shine Off Of An Otherwise Impressive Quarter on April 27th
  20. Applied Materials Calls Off Its Merger With Tokyo Electron Due To Regulatory Snag on April 27th
  21. Lexmark Earnings Preview:Inorganic Growth To Boost Revenues on April 27th
  22. Twitter Earnings Preview: Expecting Solid Growth During First Quarter on April 27th
  23. Akamai Q1 Earnings Preview: Akamai To Continue Firing On All Cylinders on April 27th
  24. Samsung Q1 Preview: Semiconductors Will Drive Earnings As Smartphone Business Transitions on April 27th


Financial Services

  1. Q1 2015 U.S. Investment Bank Round-Up: Advisory Services on May 1st
  2. Visa Earnings: Payment Volumes, Transactions Offset FX Headwinds on May 1st
  3. Robust Trade Volumes Drive CME's Q1 Earnings on May 1st
  4. Prudential’s Retirement Business In 2015: New Deals, Operating Margins In Focus on April 30th
  5. A Look At The Personal Automobile Insurance Market In The U.S. on April 30th
  6. RBS Warns Of A Tough Year Ahead As Legal Costs Weigh On Q1 Results on April 30th
  7. MasterCard Reports Solid First Quarter Despite FX Headwinds on April 30th
  8. Growing Legal Provisions Weigh On Barclays' Q1 Results on April 29th
  9. CME Earnings Preview: Impressive Trade Volumes To Drive Q1 Earnings on April 29th
  10. AIG Earnings Preview: Property & Casualty Insurance, Investment Income In Focus on April 28th
  11. A Detailed Look At Deutsche Bank's New Reorganization Plan on April 28th
  12. Visa Earnings Preview: Transaction Growth backed By Strong U.S. Economy, FX Headwinds To Continue on April 28th
  13. Hartford Earnings: Weak Underwriting, Low Investment Income Impact Earnings on April 28th
  14. Deutsche Bank Reports Strong Q1 Operating Performance As Trading Revenues Soar on April 28th
  15. MasterCard Earnings Preview: Growing U.S. Economy, Mobile Payments To Drive Spending on April 28th
  16. Key Takeaways From NASDAQ's Earnings: Trading And Technology Divisions Limit Top Line Growth on April 27th
  17. State Street Shares Fall Despite A Strong Q1 Performance on April 27th
  18. Capital One's Results For Seasonally Slow Q1 Marred By Interest Margin Pressure on April 27th


Industrials & Transportation

  1. Caterpillar Earnings: Can The Earnings Growth Continue ? on April 30th
  2. Corning's Earnings Rise On Fiber Optics, Gorilla Glass, CPM on April 30th
  3. Norfolk Southern's Earnings Decline On Coal Volumes, Fuel on April 30th
  4. JetBlue’s 1Q Profits Surge Due To Capacity Additions And Low Fuel Costs on April 29th
  5. UPS Earnings Rise On New Pricing Mechanism, Revised Rates on April 29th
  6. Lower Oil Prices Boost American Airlines' 1Q15 Profits on April 28th
  7. Johnson Controls Earnings: Foreign Currency Headwinds Offset Otherwise Strong Results on April 28th
  8. Earnings Preview: Strong Aviation Performance Expected To Drive Overall Growth At Textronon April 27th
  9. Capacity Additions Along With Low Fuel Prices Will Drive JetBlue’s 1Q Profits on April 27th
  10. Alaska Air Beats Earnings Estimate On The Back Of Capacity Expansions And Low Fuel Costson April 27th
  11. Union Pacific Earnings: Fuel, Coal, Intermodal Temper Top Line on April 27th
  12. United Technologies Earnings: Cost Cutting Boosted Profitability Despite Currency Headwindson April 27th
  13. 3M Earnings: Currency Headwinds Temper Revenue And Outlook on April 27th
  14. Norfolk Southern Earnings Preview: Earnings To Take A Hit Due To Fuel Prices on April 27th
  15. Corning Earnings Preview: Revenue To Grow On Display, Optical And Specialty Volumes on April 27th


Media & Telecom

  1. Why We Are Revising Our Price Estimate For Netflix on May 1st
  2. Time Warner Cable Q1 Earnings: Record Subscriber Growth; Management Mum On M&A Activity on May 1st
  3. Comcast Q1 Earnings Preview: Subscriber Trends And NBCUniversal In Focus on May 1st
  4. Sirius XM's Strong Subscriber Growth Bolsters Outlook on April 30th
  5. Rating Woes Likely To Weigh Over Viacom's FY Q2 Earnings on April 29th
  6. NYT Earnings Preview: Revenue Growth From Digital Initiatives In Focus on April 29th
  7. Time Warner Cable Q1 Preview: High Speed Internet Will Lead Growth on April 29th
  8. China Telecom's Q1 Profit Drops 9% On Sluggish Subscriber Adds, VAT Reform on April 29th
  9. Turner Networks And Studio Operations Will Drive Time Warner's Q1 Earnings on April 28th
  10. Comcast-TWC Merger Called Off; Where Do These Companies Stand Now on April 28th
  11. Weekly Media Notes: Disney Lawsuit, Nickelodeon Programming And Media Networks Reaction To Verizon's Slimmed Pay-TV Package on April 27th
  12. Sirius XM Likely To Report Strong Subscriber Adds And Bottomline Growth on April 27th


Energy & Utilities

  1. EOG Resources Earnings Preview: Impact of Oil Prices On Eagle Ford Development In Focuson May 1st
  2. Alpha Natural Resources' Earnings Review: Weak Coal Demand And Pricing Weigh On Q1 Results on May 1st
  3. Anadarko Earnings Preview: Lower Oil Prices To Offset Wattenberg Production Growth on May 1st
  4. BP Earnings Review: Lower Oil Prices Offset Higher Upstream Production, Thicker Downstream Margins on April 30th
  5. First Solar's Q1 Earnings Could Fall On Weaker Systems Revenue on April 30th
  6. Chevron Earnings Preview: Lower Oil Prices To Offset Higher Upstream Production on April 29th
  7. Lower Oil Prices Could Swing ConocoPhillips To A Loss In The First Quarter on April 29th
  8. ExxonMobil Earnings Preview: Lower Oil Prices To Offset Higher Volume, Better Mix on April 28th
  9. Alpha Natural Resources' Earnings Preview: Weak Coal Demand And Pricing To Weigh On Q1 Results on April 28th
  10. SunPower's Q1 Earnings Could Trend Lower on Weaker Utility-Scale Project Revenues on April 28th
  11. Shell Earnings Preview: Oil Prices To Weigh Significantly On Upstream Earnings on April 29th


Basic Materials

  1. Vale's Q1 Earnings Review: Lower Iron Ore Prices Negatively Impact Results on May 1st
  2. U.S. Steel Earnings Review: Competition From Steel Imports Negatively Impacts Q1 Results on April 30th
  3. Cliffs' Earnings Review: Lower Iron Ore Prices Negatively Impact Q1 Results on April 30th
  4. Barrick Gold Earnings Review: Lower Gold Prices And Shipments Weigh On Q1 Results on April 29th
  5. Vale's Q1 Earnings Preview: Higher Shipment Volumes To Partially Offset Impact Of Lower Iron Ore Prices on April 28th
  6. Cost Reductions Boost Newmont's Q1 Results Despite Weak Gold Prices on April 27th
  7. Dow Chemical Earnings: Demand For Specialty Products Drives Growth Amid Lower Oil Priceson April 27th


Health Care

  1. Roche's Cancer Segment Is Likely To Remain Strong In Near To Medium Term on April 30th
  2. Growth Across Key Businesses Helps Boston Scientific Deliver Strong Earnings on April 30th
  3. Merck Earnings Preview on April 27th
  4. Pfizer Earnings Preview: Revenue Decline To Continue As Pfizer Searches For New Growth Avenues on April 27th
  5. Bristol-Myers Squibb Earnings Preview: Yervoy, Opdivo And Eliquis In Focus on April 27th

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