Trefis: Highlights Week Ending 22 May 2015

May 23rd, 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 76 top stories this week:

Consumer (28 articles)

  • L Brands, 3 articles (3, 11, 27)
  • Aeropostale, 2 articles (5, 15)
  • American Eagle (2, 24)
  • Home Depot, 2 articles (19, 26)
  • Lowe's, 2 articles (8, 22)
  • Target, 2 articles (7, 25)
  • Wal-Mart, 2 articles (10, 28)

Technology (16 articles)

  • Cree, 3 articles (1, 9, 12)
  • HP, 2 articles (3, 11)
  • Intel, 2 articles (1, 5)
  • NetApp, 2 articles (8, 16)
  • Qualcom, 2 articles (1, 13)
  • Salesforce 2 articles (6, 14)
  • TI, 2 articles (2, 10)

Financial Services (6 articles)

Energy & Utilities (6 articles)

  • Haliburton, 2 articles (1, 4)
  • Trina Solar, 2 articles (3, 6)
  • Yingli, 2 articles (2, 5)

Industrials & Transportation (6 articles)

Media & Telecom (6 articles)

Health Care (5 articles)

  • J&J, 2 articles (1, 6)

Basic Materials (3 articles)


All 76 investment stories this week are listed below.



  1. P&G’s Frederic Fekkai Hair Care Brand Becomes the Latest Victim of the Brand Consolidation Program on May 22nd
  2. American Eagle Soars On Better-Than-Expected Earnings And Guidance on May 22nd
  3. L Brands' Growth Remains Steady; Guides Moderate Improvement For 2015 on May 22nd
  4. Lower China Sales And Large Investments To Weigh On Tata Motors' Fiscal 2015 Results on May 22nd
  5. Why Aeropostale's EBITDA Margins Can Rebound Going Forward on May 21st
  6. Has Colgate-Palmolive Joined the Divestment Bandwagon? on May 21st
  7. Target On-Target In The First Quarter on May 21st
  8. Lowe's Earnings Review: Misses On Revenues But Optimistic Outlook Persists on May 21st
  9. There's Much To Gain In China's SUV Market — But For Whom? on May 20th
  10. Wal-Mart's Missed Earnings Signal A Bleak 2015 on May 20th
  11. L Brands' Price Estimate Revised To $89 On Continuous Better-Than-Expected Performance on May 20th
  12. Why 2015 Will Be A Mediocre Year For Guess's Asian Business on May 20th
  13. These Two Factors Could Lead To 40% Decline In Our Valuation For Avon Products on May 20th
  14. Higher Rates Will Drive Wynn Resorts' Domestic Hotel Operations In The Coming Years on May 20th
  15. Aeropostale Earnings Preview: Struggle Will Continue; Average Unit Retail In Focus on May 20th
  16. What Could Removing Aspartame From Diet Pepsi Do For PepsiCo? on May 20th
  17. Best Buy Earnings Preview: Expectedly Low Bottom Line To Be The Key Feature Of Q1 on May 20th
  18. Ascena Group Buys Ann In A Cash And Stock Deal on May 20th
  19. Home Depot Earnings Review: Strong Q1 Results Even As U.S. Economy Slackens on May 20th
  20. Gap Inc Earnings Preview: Premium Brand Weakness & Currency Headwinds To Offset Consistent Old Navy on May 19th
  21. Urban Outfitters' Revenues Grow, But Profit Decline Signals The Inevitable on May 19th
  22. Lowe's Earnings Preview: Q1 May Not Meet Expectations As U.S. Economy Slackens on May 19th
  23. Three Scenarios That Could Impact Volkswagen's Valuation on May 18th
  24. Earnings Preview: American Eagle's Flight May See Some Headwinds on May 18th
  25. Target's Earnings May Feel The Impact Of Traffic Decline And Wage Hike on May 18th
  26. Home Depot Earnings Preview: Weaker U.S. Economy Could Mean A Slower Start on May 18th
  27. L Brands To Report Strong Quarterly Results Yet Again on May 18th
  28. Wal-Mart Earnings Preview: Traffic Decline, Cautious Spending And Currency Headwinds Will Weigh On Growth on May 18th



  1. Weekly Tech Update: INTC, CREE, FFIV, QCOM, TXN on May 22nd
  2. Factors That Can Lead To A Significant Increase In TI's Valuation on May 22nd
  3. HP Earnings: Soft Demand And Strong Dollar Impact Revenue Even As The Company Gears For Split on May 22nd
  4. Here Are The Key Drivers And Barriers For Alibaba on May 21st
  5. Two Factors That Can Alter Intel's Valuation By More Than 10% on May 21st
  6. Salesforce Posts Robust Q1 Results, Raises Fiscal 2016 Guidance on May 21st
  7. Possible Scenarios In The SSD Space That Could Significantly Move SanDisk's Stock Price on May 21st
  8. NetApp Reports Low Product Sales, Weakness To Continue Through Next Quarter on May 21st
  9. CREE Strengthens Its $100 Million Power & RF Business By Adding New Products To Its Portfolio on May 19th
  10. TI Expands Its Low-Cost MCU Portfolio With DesignDRIVE And World's Fastest ADC on May 19th
  11. HP Earnings Preview: Revenues To Decline As Challenging Business Environment Persists on May 19th
  12. Cree Plans To Spin-Off Its Power And RF Division To Unlock Its Full Value on May 19th
  13. Qualcomm Strengthens Its IoT Footprints With Duo Of WiFi Chips For Connected Devices on May 18th
  14. Salesforce’s Takeover Rumors and Analytics Cloud May Take Center Stage in its Q1 Results on May 18th
  15. Rationale For Apple's Coherent Navigation Acquisition Extends Beyond Just Maps on May 18th
  16. NetApp Earnings Preview: Services To Drive Earnings on May 18th


Financial Services

  1. Q1 2015 U.S. Banking Review: Custody Banking Assets on May 22nd
  2. Q1 2015 U.S. Banking Review: Common Equity Tier 1 Capital Ratios on May 21st
  3. Q1 2015 U.S. Banking Review: Total Deposits on May 21st
  4. Q1 2015 U.S. Banking Review: Net Interest Margin on May 20th
  5. U.S. Banking Weekly Notes: JPMorgan, Citigroup and Morgan Stanley on May 18th
  6. Brokerages Weekly Review: April Trading Metrics For Charles Schwab, Ameritrade, E*Trade on May 18th


Energy & Utilities

  1. Oilfield Services Notes: Transocean and Halliburton on May 22nd
  2. Solar Weekly Notes: Yingli, First Solar, SunPower on May 22nd
  3. Trina Solar Beats Expectations On Strong Shipments And Margins on May 22nd
  4. How Different Oil Price Scenarios Could Impact Halliburton's Stock on May 19th
  5. Yingli Plummets After It Says It Has “Substantial Doubt” About Its Future on May 19th
  6. Trina Solar Q1 Preview: Production Costs And Downstream Business In Focus on May 19th


Industrials & Transportation

  1. Logistics Weekly Review: FedEx, UPS on May 22nd
  2. Scenarios That Can Move American Airlines’ Valuation on May 21st
  3. Deere Earnings Preview: Weak Agriculture Equipment Sales To Weigh On Top Line on May 20th
  4. How Sensitive Is Southwest's Stock To Oil Prices? on May 19th
  5. Airlines Enhance Shareholder Returns and Boost Investor Confidence on May 18th
  6. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on May 18th


Media & Telecom

  1. Revising NYT Price To $12 on May 22nd
  2. Weekly Media Notes: Disney's Largest Retail Store In China And More on May 22nd
  3. China Telecom Racing Ahead Of China Unicom In Adding 4G Subscribers on May 22nd
  4. China Unicom Still Struggling With 4G Subscriber Adds on May 20th
  5. China Mobile Inching Towards 50% High Speed User Mix on May 20th
  6. AT&T-DirecTV Deal Likely To Get Regulatory Approval Soon on May 19th


Health Care

  1. 10% Upside If J&J Is Even Partially Successful In Its R&D Plan on May 22nd
  2. Merck & ASCO: It Is All About Keytruda (Pembrolizumab) on May 21st
  3. Bristol-Myers Squibb: Looking Ahead With Opdivo on May 21st
  4. ASCO Will Be Important For Roche on May 20th
  5. FDA's New Warning About Invokana May Not Matter Much For J&J, Let's Focus On Pipeline Instead on May 19th


Basic Materials

  1. Trends Driving Our $21 Price Estimate For Freeport-McMoRan on May 21st
  2. How Cliffs Would Benefit From A Recovery In Iron Ore Prices on May 21st
  3. Trends In Steel Usage In The Automotive Industry on May 19th


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