Trefis: Highlights Week Ending 24 July 2015

July 25th, 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.

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 117 top stories this week:

Technology (33 articles)

  • Constant Contact, 2 articles (1, 15)
  • EMC, 2 articles (9, 28)
  • F5, 2 articles (3, 29)
  • SanDisk, 2 articles (5, 30)
  • SAP, 2 articles (11, 32)
  • TI, 2 articles (14, 31)
  • VMWare, 2 articles (18, 33)

Consumer (21 articles)

  • Coca Cola, 2 articles (2, 18)
  • Dr. Pepper Snapple, 2 articles (1, 10)
  • Harley Davidson, 2 articles (11, 21)

Financial Services (15 articles)

  • E*Trade, 2 articles (3, 10)
  • TD Ameritrade, 2 articles (8, 15)
  • Travelers, 2 articles (11, 13)

Industrials & Transportation (16 articles)

  • Caterpillar, 2 articles (4, 13)
  • Southwest Airlines, 2 articles (1, 9)
  • United Continental Holdings, 2 articles (2, 11)

Media & Telecom (15 articles)

  • AT&T, 2 articles (4, 12)
  • Comcast, 2 articles (11, 13)
  • Dish, 2 articles (8, 13)
  • Juniper, 2 articles (5, 10)
  • Verizon, 2 articles (7, 15)

Basic Materials (7 articles)

  • Dow Chemical, 2 artilces (1, 5)
  • Freeport-McMoran, 2 articles (2, 6)
  • Newmont, 2 articles (3, 7)

Health Care (6 articles)

  • Roche, 2 articles (1, 4)

Energy & Utilities (4 articles)

  • Baker Hughes, 2 articles (2, 4)

All 117 investment stories this week are listed below.




  1. Constant Contact Performed Better Than The Previous Quarter, Though Customer Growth Yet To Recover on July 24th
  2. VeriSign's Renewal Rates Improve For Q2 2015, While It Plans Rollout of New IDNs And A Price Hike For .net on July 24th
  3. F5 Reports A Solid Q3'15, Suggesting Fiscal 2015 Will Be Another Year Of Strong Growth on July 24th
  4. Will Twitter Be Able To Beat Expectations In The Second Quarter? on July 24th
  5. After Earnings Beat, SanDisk's Outlook Positive For Coming Quarters on July 24th
  6. Yelp Q2 Earnings Preview: Local Ads Business To Grow, Albeit At A Slower Pace on July 24th
  7. Akamai Q2 Earnings Preview: Expect Another Quarter Of Well-Rounded Growth on July 24th
  8. Baidu Earnings Preview: Could The Company Outperform Expectations This Quarter? on July 24th
  9. EMC Posts Better Than Expected Results, Services Drive Revenue Growth on July 23rd
  10. Here Is What Can Trigger Zynga's Stock Amid Growing Mobile Gaming Market on July 23rd
  11. SAP’s Profit Takes a Beating Even as Cloud Business Continues to Grow on July 23rd
  12. Lexmark Earnings: Kofax Boosts Revenues Even As Printer Business Suffers on July 23rd
  13. Qualcomm Highlights Its Realignment Plan To Address Its Medium Term Issues & Long Term Growth Prospects: Q3'15 Earnings Review on July 23rd
  14. A Weak Macro Environment Impacts TI's Q2'15 Earnings, But Long Term Fundamentals Remain Strong on July 23rd
  15. Constant Contact Q2 Earnings Preview: Recovery Expected Post The Change In Brand Positioning on July 22nd
  16. VeriSign Q2 2015 Earnings Preview: Renewal Rate Growth Expected As VeriSign Continues Boosting Its Marketing Spend on July 22nd
  17. TripAdvisor Q2 2015 Earnings Preview: Broad-Based Growth To Continue On The Back Of Recent Acquisitions on July 22nd
  18. SDN, Hybrid Cloud Service, AirWatch Continue To Drive VMware's Performance on July 22nd
  19. Yahoo Earnings: MVNS Boosts Revenues Even As Core Search Continues to Suffer on July 22nd
  20. Microsoft Earnings: Phone Hardware Write-down Impacts Profitability, While Shift To Cloud Dents Revenue Growth on July 22nd
  21. Sale of the Veritas Business Could Boost Symantec’s Valuation by 10% on July 22nd
  22. Pandora Earnings Preview: Monetization To Improve, But Losses Will Remain High on July 22nd
  23. Apple Earnings: Analyzing iPhone Performance And Estimating Q3 Watch Numbers on July 22nd
  24. IBM Earnings: Sales Slump Yet Again As Shift To Cloud Continues on July 21st
  25. Qlik Q2 Earnings Preview: Expect Growth In Both Customer Base And Revenues on July 21st
  26. Why The Takeover Of Micron By Tsinghua Is A Grim, Though Unlikely, Possibility on July 21st
  27. Will Amazon Deliver A Beat In Q2? on July 21st
  28. EMC Earnings Preview: VMware, Pivotal To Drive Performance As Core Information Storage Continues To Struggle on July 21st
  29. F5 Networks Q3'15 Earnings Preview: Company To Remain On A Growth Trajectory on July 21st
  30. SanDisk Earnings Preview: Weakness In SSD Channel, Removable Storage Likely To Continue Through Q2 on July 21st
  31. TI Q2 2015 Earnings Preview: To Witness Robust Growth Again, Backed By Analog and Enbedded on July 20th
  32. Currency Tailwinds Expected to Lift SAP’s Q2 Results, But Tough Times Lie Ahead? on July 20th
  33. VMware Earnings Preview: Hybrid Cloud, SDN, End-User Computing To Boost Services Revenues on July 20th




  1. Riding On Domestic Growth, Dr Pepper's First Half Has Been Solid on July 24th
  2. Coca-Cola Earnings Review: Strong Organic Growth Reflects Solid Core Business Performance on July 24th
  3. Will E-Cigarettes Be The Knight In Shining Armor For U.S. Tobacco Stocks? on July 24th
  4. Wynn's Macau Operations Will Continue To Prosper Amid High Gaming Demand And A Limited Room Supply on July 24th
  5. Expansion Is The Key Driver For Restaurant Brands International on July 24th
  6. Lear Earnings Preview: Top Line Growth To Outpace Vehicle Production, But Currency Could Play Spoil Sport on July 23rd
  7. Baskin-Robbins Brand Might Decide The Fate Of Dunkin' Brands in Q2 Earnings on July 22nd
  8. Daimler Earnings Preview: Mercedes To Continue Growth Momentum Into Q2 on July 22nd
  9. Starbucks: Sprinting On A Jogging Track on July 22nd
  10. Dr Pepper Snapple Earnings Preview: The Perpetual Third Is Poised To Grow By More Than Its Compatriots on July 22nd
  11. Harley-Davidson Earnings Review: Can It Get Better From Here On In? on July 22nd
  12. An Analysis of Best Buy's Turnaround And Its Plans For FY 2016 on July 22nd
  13. Will Kimberly-Clark’s Volume Growth and Cost Savings be Enough to Offset Currency Headwinds in Q2? on July 22nd
  14. Earnings Preview: GM's North America Strength Should Be Enough To Overcome Weakness in China & Europe on July 22nd
  15. Under Armour Earnings Preview: Footwear and International Sales Growth In Focus on July 22nd
  16. Fifth Consecutive Negative Comp. Sales Quarter Looming Over McDonald's on July 22nd
  17. Currency Tailwinds Expected to Lift Unilever’s Q2 Results, But Will Volumes Grow? on July 21st
  18. Coca-Cola Mid-Year Earnings Preview: Strong Dollar To Weigh On Results Again? on July 21st
  19. Look For Comparable Store Sales & Guidance Figures In Chipotle's Q2 Earnings Report on July 20th
  20. Las Vegas Sands To Post Lower Q2 Earnings Amid Macau Slowdown on July 20th
  21. Harley-Davidson's Mid-Year Earnings Preview: Strong Dollar And U.S. Sales In Focus on July 20th



Financial Services

  1. Discover's Net Income Declines Due To One-Time Expenses, Portfolio Reshuffle To Boost Margins on July 24th
  2. Credit Suisse Reports Strong Q2 Results, But Will Face Headwinds In The Future on July 24th
  3. Low Yields, Fall In Trade Volumes Hinder E*Trade's Q2 Performance on July 24th
  4. Increase In Card Provisions, One-Time Costs Drag Down Capital One's Q2 Results on July 24th
  5. Low Trade Volumes Hinder NASDAQ's Top Line Growth on July 24th
  6. American Express' Q2 Earnings Hold Still Despite Currency Headwinds. Spending On Growth Initiatives To Increase on July 23rd
  7. Having Seen The Merits Of Morgan Stanley's Business Model In Q2, This Is What To Expect Going Forward on July 23rd
  8. Rise In Trade Volumes Helps TD Ameritrade As Yields Remain Flat Through The First Half Of 2015 on July 23rd
  9. Improved Fees Help BNY Mellon's Q2 Results, But Is It Doing Enough On The Cost Front? on July 23rd
  10. E*Trade Earnings Preview: Asset-Based Revenues Likely To Sustain Growth on July 22nd
  11. Strong Underwriting, Lower Catastrophe Losses Lift Travelers’ Earnings on July 22nd
  12. U.S. Bancorp Shares Jump Despite Lukewarm Q2 Results On Interest Rate Optimism on July 21st
  13. Travelers Earnings Preview: Underwriting Profitability, Business Growth In Focus on July 20th
  14. Charles Schwab Q2 Results As Expected: Asset-Based And Net Interest Revenues Drive Growth on July 20th
  15. TD Ameritrade Earnings Preview: Healthy Trading Activity To Complement Rise In Average Client Balances on July 20th



Industrials & Transportation

  1. Southwest Delivers Impressive 2Q Earnings Backed By Fuel Cost Savings on July 24th
  2. United’s 2Q Profits Surge As Fuel Prices Remain Depressed on July 24th
  3. GE Increases Full Year EPS Guidance In Light Of Strong Performance on July 24th
  4. Caterpilllar's Earnings Decline On Weak Segments, Currency Headwinds on July 24th
  5. UPS Earnings Preview: E-Commerce Growth, Dimensional Weight Pricing, Low Fuel Prices To Drive Earnings on July 24th
  6. Corning Earnings Preview: Big Screen Demand, Acquisitions, Gorilla Glass 4 To Drive Sales on July 24th
  7. Norfolk Southern Earnings Preview: Coal, Fuel Headwinds To Temper Earnings on July 24th
  8. Johnson Controls Earnings Preview: Growth Across Segments May Be Offset By FX Headwinds on July 23rd
  9. Southwest Airlines 2Q Preview: Expect A Solid Quarter Driven By Capacity Expansions And Lower Fuel Prices on July 23rd
  10. American Airlines 2Q Preview: Earnings To Remain Strong Despite Decline In Revenue on July 23rd
  11. United Continental 2Q Preview: Pricing Pressure Will Likely Drive Down Revenues on July 22nd
  12. Alaska Air 2Q Preview: Look Out For A Strong Quarter Despite Weak Unit Revenues on July 22nd
  13. Caterpillar Earnings Preview: Revenue And Earnings Will Likely Decline on July 21st
  14. Union Pacific Earnings Preview: Earnings To Dip On Coal, Fuel Headwinds on July 21st
  15. 3M Earnings Preview: Unfavorable Foreign Exchange Fluctuation To Weigh On Results on July 21st
  16. Honeywell Earnings: Lower Costs, Higher Margins Drive Earnings And Outlook on July 21st



Media & Telecom

  1. Three Scenarios That Could Have A Meaningful Impact On CBS' Stock Price on July 24th
  2. New York Times Earnings Preview: Digital Ads, Subscription To Boost Revenues & Margins on July 24th
  3. Weekly Media Notes: Disney Pixar's Inside Out Crosses $500 Million Mark At Box-office, EU Antitrust Charges Against SKY U.K And More on July 24th
  4. AT&T Reports Solid Q2 Earnings: Explaining Its Connected Car Strategy on July 24th
  5. Juniper Poised For A Stronger Second Half Of 2015 As Q2 Results Trump Estimates on July 24th
  6. Factors That Can Arrest The Decline In Motorola Solutions' Product Revenues on July 24th
  7. Reviewing Verizon's Mixed Q2 Report And Outlook on July 23rd
  8. FCC Cancelling Dish’s Auction Discount Would Lead To A 9% Correction In Our Price Estimate on July 22nd
  9. China Mobile's 4G Campaign Strengthens With 19 Million Adds In June on July 22nd
  10. Juniper Earnings Preview: Routing Sales Likely To Fall Again, But Switches May Improve on July 22nd
  11. Comcast Q1 Earnings Preview: High-Speed Internet And NBCUniversal Will Lead Growth on July 21st
  12. AT&T Earnings Preview: Next, Mobile Share and U-Verse In Focus on July 21st
  13. Weekly Pay-TV Notes: FCC Postpones Spectrum Auction Vote, Comcast To Launch Streaming Service And Netflix Lands 34 Emmy Nominations on July 20th
  14. Ericsson Earnings: Restructuring Costs And Apple Dispute Pummel Profits; Challenges Lie Ahead on July 20th
  15. Verizon Q2 Earnings Preview: Impact Of “Edge” and “More Everything” Plans In Focus on July 20th



Basic Materials

  1. Dow Chemical: Margin Expansion Continues In 2Q on July 24th
  2. Freeport-McMoRan Earnings Review: Weak Copper And Oil Prices Negatively Impact Q2 Results on July 24th
  3. Newmont Earnings Review: Cost Reductions Boost Q2 Results Despite Weak Gold Prices on July 24th
  4. U.S. Steel Earnings Preview: Challenging Business Conditions To Negatively Impact Q2 Results on July 24th
  5. Dow Chemical Earnings Preview: Impact of Lower Oil Prices On Plastics Margin In Focus on July 22nd
  6. Freeport-McMoRan Earnings Preview: Lower Copper And Oil Prices To Weigh On Q2 Results on July 21st
  7. Cost Reductions To Offset Impact Of Lower Gold And Copper Prices On Newmont's Q2 Results on July 21st



Health Care

  1. Why Roche Is Still Resilient And Doing Well? on July 24th
  2. Abbott Posts Broadly Positive Results, Currency Headwinds Notwithstanding on July 23rd
  3. Intuitive Surgical Retains Its Growth Momentum In Q2 on July 22nd
  4. Roche Earnings Are Likely To Show Resistance Against Competition on July 21st
  5. Bristol-Myers Squibb Earnings: Did Opdivo & Elqiuis Sales Could Positively Impact Margins? on July 21st
  6. UnitedHealth Revises Outlook As Growth Momentum Continues on July 20th



Energy & Utilites

  1. BP Q2 Earnings Preview: Lower Oil Prices To Overshadow Production Growth on July 24th
  2. Baker Hughes Reports Disappointing 2Q Earnings On Lower North American Drilling Activity on July 22nd
  3. Halliburton Delivers Strong 2Q Earnings Despite Sluggish US Drilling Demand on July 21st
  4. Baker Hughes 2Q Preview: Lower US Drilling Activity to Drive Down Results on July 21st


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