Trefis: Highlights Week Ending 17 July 2015

July 18th, 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 71 top stories this week:

Technology (24 articles)

  • AMD, 2 articles (3, 23)
  • Apple, 2 articles (8, 10)
  • eBay, 2 articles (1, 16)
  • Google, 2 articles (2, 22)
  • Intel, 2 articles (12, 24)
  • Travelzoo, 2 articles (6, 14)

Consumer (16 articles)

  • Gap, 2 articles (4, 11)
  • Philip Morris, 2 articles (3, 8)

Media & Telecom (10 articles)

  • Comcast, 2 articles (5, 7)
  • Netflix, 2 articles (3, 10)
  • Verizon, 2 articles (2, 6)

Financial Services (8 articles)

  • Wells Fargo, 2 articles (5, 8)

Industrials & Transportation (5 articles)

  • CSX, 2 articles (2, 4)

Energy & Utilities (3 articles)

  • Schlumberger, 2 articles (1, 3)

Health Care (3 articles)

Basic Materials (2 articles)

All 71 investment stories this week are listed below.

 

 

Technology

  1. While PayPal Drove eBay's Q2 Results, Marketplaces Showed Signs Of Stablization on July 17th
  2. Google Earnings: Profits Soars As The Company Reins In Cost on July 17th
  3. Q2'15 Is A Revenue Trough For AMD As Things Are Expected To Turnaround Going Forward on July 17th
  4. Lexmark Q2 Earnings Preview: Growth In Printer And Perceptive Revenues In Focus on July 17th
  5. Yahoo Earnings Preview: Will Shift To Mobile Boost Revenues In Q2? on July 17th
  6. Travelzoo Q2 2015 Earnings: Recovery Set In Motion Though Losses Will Continue In The Short Run on July 17th
  7. Microsoft Q4 Earnings Preview: Cloud Revenues To Grow, OS Revenues To Remain Tepid In Q4 on July 17th
  8. Apple Q3 Earnings Preview: Will The Chinese Momentum Hold Up? on July 17th
  9. Developments That Could Potentially Trigger Movement In Akamai’s Stock Price on July 16th
  10. Apple Updates: Why Apple Still Bothers With iPod Refreshes; Apple In Iran on July 16th
  11. IBM Q2 Earnings Preview: What We Are Watching? on July 16th
  12. Intel's Q2'15 Earnings Review: New PC Products & Platforms, Data Center, IoT & NAND To Drive Future Growth on July 16th
  13. How Can The Recent Stock Market Troubles In China Impact Alibaba? on July 15th
  14. Travelzoo Q2 2015 Earnings Preview: Despite Year-On-Year Losses, Recovery Momentum Is Expected To Continue on July 15th
  15. Texas Instruments Takes Steps To Strengthen Its Analog Business By Tapping The Emerging Markets on July 15th
  16. Marketplaces Could Continue To Pull-Down eBay's Q2 Earnings on July 15th
  17. Why We Remain Bullish On Cree Despite The Recent Steep Fall In Shares ? on July 14th
  18. Why Qualcomm's Dividend Increase And Share Buyback Are Going To Be A Hit ? on July 14th
  19. Pandora Can Narrow Losses And Increase Its Value With Better Mobile Monetization on July 14th
  20. Reasons Why Nokia May Be Planning To Re-Enter The Smartphone Business on July 14th
  21. Here Is Why We Believe That Applied Materials Is Worth $22 on July 14th
  22. Google Q2 Earnings Preview: Revenue Growth To Continue on July 14th
  23. AMD's Q2'15 Earnings Preview: 2015 To Be Turbulent, But Things Can Turnaround In 2016 on July 14th
  24. Intel's Q2'15 Earnings Preview: Non-PC Markets To Drive Growth As PC Sales Remain Sluggish on July 13rd

 

 

Consumer

  1. Factors Behind the Upward Revision of Our Price Estimate For CVS Health on July 17th
  2. Dr Pepper: Home Is Where The Heart, And Most Of The Growth, Is on July 17th
  3. Philip Morris Earnings Review: Strong Q2 Results Although Currency Headwinds Persist on July 17th
  4. What Premium Brands' Weakness Can Do To Gap Inc's Value on July 16th
  5. Here’s How Unilever Plans to Revive Growth on July 16th
  6. Maryland Casino Will Fuel Domestic Gaming Growth For MGM Resorts on July 16th
  7. Keurig Green Mountain: Price Estimate Revised To $72 As Uncertainty Prevails Regarding Keurig Kold & Keurig 2.0 on July 16th
  8. Philip Morris Earnings Preview: Positive Results Expected But Currency Headwinds Might Weigh In on July 15th
  9. Urban Outfitters May Delay Its Expansion In China on July 15th
  10. The $12.5 Billion Sale of Beauty Brands Could be the Herald of a New Era for P&G on July 15th
  11. Gap Inc Is Gradually Losing Its Share In The U.S. Apparel Market To Fast-Fashion Counterparts on July 14th
  12. How Factory Channel Expansion Fits In American Eagle's Omni-Channel Goals on July 14th
  13. Altria Could Gain From A Menthol Ban In The Post-Merger World on July 13rd
  14. Two Surprising Factors Are Driving Growth For Lululemon on July 13rd
  15. Avon Sells Its UK-Based Brand Liz Earle To Walgreens: Why And What's Next? on July 13rd
  16. June Didn't Bloom In L Brands As Sales Growth Slightly Miss Projections on July 13rd

 

 

Media & Telecom

  1. Weekly Media Notes: Disney's Shanghai Park Attractions, Viacom's Stake In Indian Regional Networks And More on July 17th
  2. Carrier Weekly Notes: T-Mobile's Clever Data Play; Verizon's Content Deal; China Mobile's 4G Adds on July 17th
  3. Netflix Q2 Earnings: Subscriber Growth Impressive But International Margin Concerns Still Remain on July 16th
  4. Ericsson Earnings Preview: Strong Dollar And Incremental Savings Can Offset Slow North America on July 16th
  5. Comcast’s New Streaming Service Will Compensate For Loss Of Growth In Company’s Pay-TV Segment on July 15th
  6. Verizon Targets Millennial Viewers For Its Streaming Service With Vice Deal on July 15th
  7. Weekly Pay-TV Notes: Charter Borrows $15.5 Billion For TWC Deal, Comcast Adds Four Asian Countries Into Its Unlimited Calling Plan on July 13rd
  8. Weekly Publishing Notes: News Corp Markets Harper Lee’s New Novel, NYT’s T Brand Studio Opens London Office on July 13rd
  9. Cisco Ramping Up Network Security To Curb Open Networking Competition And Improve Product Bundling on July 13rd
  10. Netflix Q2 Earnings Preview: Subscriber Base Will Grow But International Margins Will Remain Negative on July 13rd

 

 

Financial Services

  1. Citigroup's Cost Discipline Allows It To Replicate Strong Q1 Results Again In Q2 on July 17th
  2. Legal Costs Mar A Strong Operating Performance By Goldman In Q2 on July 17th
  3. BlackRock Overcomes Net Outflows, Rising Costs To Report Strong Q2 Results on July 16th
  4. Bank of America Shares Jump As Effective Cost Management Helps Profits Reach Four-Year High on July 16th
  5. Wells Fargo Churns Out Solid Q2 Performance Despite Higher Employee Expenses on July 15th
  6. JPMorgan Makes Up For Weak Q2 Trading Performance By Slashing Costs on July 15th
  7. Charles Schwab Earnings Preview: Asset Management, Net Interest Revenues To Drive Performance As Trade Volumes Stay Low on July 14th
  8. Improving Mortgage Industry Conditions Should Help Wells Fargo's Q2 Results on July 13rd

 

 

Industrials & Transportation

  1. Delta's 2Q Results Beat Market Estimate On The Back Of Lower Fuel Costs on July 16th
  2. CSX Earnings: Low Fuel Prices Drive Earnings, But For How Long? on July 15th
  3. Lawsuits Against US Airlines Prompted By DOJ's Probe on July 13rd
  4. CSX Earnings Preview: Weak Coal Volumes, Fuel Surcharge Revenue To Weigh On Results on July 13rd
  5. Honeywell Earnings Preview: Another Quarter With Declining Revenues on July 16th

 

 

Energy & Utilities

  1. International Focus Enables Schlumberger To Report Better-Than-Expected 2Q Results on July 17th
  2. Halliburton 2Q Preview: Weakness In US Drilling Activity Will Continue To Be A Drag On Revenue on July 16th
  3. Schlumberger 2Q Preview: Sluggish US Drilling Activity To Dampen Schlumberger’s Margins on July 14th

 

 

Health Care

  1. We Expect The Stability In J&J's Stock To Continue on July 16th
  2. Which Big Pharma Stock Is For The Risk Averse? on July 15th
  3. Medtronic's New Product Launch Boosts Its Rather Sluggish Spinal Division on July 13rd

 

 

Basic Materials

  1. Trends Driving Our $4 Price Estimate For Cliffs Natural Resources on July 16th
  2. Rio Tinto's Rising Iron Ore Production At Odds With Subdued Pricing Environment on July 16th

 









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