Trefis: Highlights Week Ending 18 September 2015

September 19th, 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 67 top stories this week:

Technology (19 articles)

  • Facebook, 2 articles (4, 5)
  • Oracle, 2 articles (8, 17)

Consumer (16 articles)

Media & Telecom (9 articles)

  • Disney, 2 articles (2, 7)
  • Netflix, 2 articles (5, 6)
  • Verizon, 2 articles (3, 9)

Financial Services (6 articles)

Industrials & Transportation (6 Articles)

  • FedEx, 2 articles (1, 4)

Energy & Utilities (5 article)

Basic Materials (4 articles)

Health Care (2 articles)

All 67 investment stories this week are listed below.



  1. It's The Start That Matters For Activision on September 18th
  2. Expedia Finally Acquires Orbitz: Are Concerns Justified? on September 18th
  3. Storage Systems Notes: EMC, NetApp, IBM, HP In Focus on September 18th
  4. Weekly Internet Notes: Zynga, Facebook, eBay on September 18th
  5. An Update On Facebook's Businesses on September 18th
  6. Storage Notes: SanDisk, Seagate, Western Digital Refresh Product Lines Targeting Enterprise Customers on September 18th
  7. Broadcom's New Connectivity Chips Expand Its Presence In The Auto Segment on September 17th
  8. Oracle Earnings: Rapid Growth In Cloud Offset By Weak On-Premise Business on September 17th
  9. Key Takeaways From Twitter's Recent Investor Presentation on September 17th
  10. Here's Why We Think Sina's Stock Is Valued At $46 on September 16th
  11. Micron's DRAM Business Remains Lucrative: Signs of Stabilizing PC Demand, Focus On New Growth Segments & Capability To Shift Production on September 16th
  12. Can Madden NFL 16 Provide A Blockbuster Start To the 2015 Holiday Season? on September 15th
  13. Why The Acquisition of AMD by Microsoft Does Not Really Make Sense on September 15th
  14. We Revise Down Our Price Estimate For Alibaba To $82 On Risks To Chinese Economy on September 15th
  15. Adobe Earnings Preview: Creative Cloud And New Marketing Products To Deliver Growth on September 15th
  16. SanDisk Partners With Nexenta To Offer Open Source Software-Defined Storage All-Flash Array on September 14th
  17. Aggressive Selling Tactics Likely to Have Lifted Oracle’s Cloud Revenues in Q1, But at What Cost? on September 14th
  18. Smartphone Notes: Apple's iPhone Sales Strategy, BlackBerry's Acquisition, Samsung's New Wearable on September 14th
  19. As IoT Looms, Its Emergence And Subsequent Expansion Will Drive The Semiconductor Industry on September 14th



  1. Weekly Notes On Restaurant Industry: Dunkin' Brands & McDonald's on September 18th
  2. The Week That Was: Volkswagen, Tata Motors, Daimler on September 18th
  3. American Eagle Outfitters: Can CEO's Share Purchases Revive Investor Confidence? on September 18th
  4. Altria: Potential SABMiller Takeover Could Mean Time To Cheer on September 18th
  5. AB InBev And SABMiller To Join Forces? on September 17th
  6. Pepsi, Coke, Dr Pepper and the At-Home Carbonation Market: Let The Games Begin! on September 16th
  7. Abercrombie & Fitch Is Getting Its Mojo Back, But A Little Differently on September 16th
  8. Rite Aid Q2 Earnings Preview: Acquisition Synergies Likely Improved Margins, Amidst Sales Slowdown on September 16th
  9. Diageo: Does China Still Hold Promise? on September 16th
  10. Avon's Resistance To Change Led To Its Downfall on September 15th
  11. Gap Inc's Premium Brands Aren't Moving Fast Enough on September 15th
  12. Hyatt Hotels: Further Room For Occupancy Growth In Asia Pacific Properties Despite Supply Concerns on September 15th
  13. Under Armour — Thoughts on Growth on September 15th
  14. Significant Growing Pains For Lululemon In The Coming Quarters on September 14th
  15. The Recent Junket Incident In Macau Does Not Warrant Any Caution For Investors on September 14th
  16. L Brands Success Story: Let's Try Uncovering Victoria's Growth Secrets on September 14th


Media & Telecom

  1. Weekly Pay-TV Notes: Dish, TWC-Charter Merger In Focus on September 18th
  2. Weekly Media Notes: Disney-Netflix Star Wars Deal, GOP Primary Debate Ratings And More on September 18th
  3. Will Verizon's Streaming Video Service Catch On? on September 17th
  4. How Viacom's Share Repurchase Strategy Fell Flat on September 17th
  5. A Look At Netflix’s New Asian Target Markets (Part II) – Singapore, Hong Kong and Taiwan on September 16th
  6. A Look At Netflix’s New Asian Target Markets (Part I) – South Korea on September 15th
  7. Weekly Media Notes: Disney's Agressive Buyback, The Fox-National Geographic Deal And More on September 14th
  8. Ericsson Makes Another Acquisition To Energize Its Support Solutions Business on September 14th
  9. U.S. Wireless Carrier Notes: Verizon's 5G Ambitions; AT&T's New Connected Car Win on September 14th


Financial Services

  1. Deutsche Bank's Decision To Exit Russia The First Of Many Moves To Boost Profitability on September 18th
  2. Will Hartford Turn To M&A For Growth? on September 17th
  3. Why Is Goldman Pricing Its ETFs So Low? on September 16th
  4. TD Ameritrade Enjoys Sustained Period Of High Trading Activity, August Metrics In Focus on September 15th
  5. Trade Volumes Rally In August For CME, All Asset Classes Witness Growth on September 15th
  6. BlackRock Looks To Boost Returns With Another Addition To Alternative Investment Portfolio on September 14th


Industrials & Transportation

  1. FedEx Earnings: Weak Economic Conditions Adversely Affect Growth on September 17th
  2. For CSX And Norfolk Southern, The Expansion Of The Panama Canal Could Be A Positive on September 17th
  3. Bleak Market Conditions For Coal To Negatively Impact Union Pacific's Coal Shipment Business on September 15th
  4. FedEx Earnings Preview: Local Growth Could Offset The Effect Of Global Slowdown And Falling Fuel Prices on September 15th
  5. UPS: Growth Momentum Could Continue Into The Second Half Of The Year on September 14th
  6. American Airlines Remains Focused On Completing The Integration Process, Pacific To Drive Future Growth on September 14th


Energy & Utilities

  1. Impact Of Fed’s Interest Rate Decision On Oil Prices And Related Industries on September 18th
  2. Why Is Chesapeake Boosting Production Despite Low Oil Prices? on September 18th
  3. Why Have Solar Yieldco Stocks Been Trending Lower? on September 18th
  4. Anadarko: Navigating the Downturn on September 16th
  5. Chinese Solar Notes: Yingli's OEM Play, Trina Solar Mulls Spin Off on September 14th


Basic Materials

  1. The Fed's Decision To Keep Interest Rates Unchanged Is A Welcome Reprieve For Gold Miners on September 18th
  2. Here's Why We're Revising Our Price Estimate For U.S. Steel to $16 on September 17th
  3. Silver Wheaton Stock Receives Vote Of Confidence From Management Amid Uncertainty on September 16th
  4. Alcoa Announces Alumina Refining Capacity Curtailment on September 16th


Health Care

  1. Boston Scientific Set To Expand Presence In Neurological Surgery With CE Win For New DBS Technology on September 15th
  2. Why Eliquis Is So Important For Bristol-Myers Squibb on September 14th


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