Trefis: Highlights Week Ending 02 October 2015

October 3rd, 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 71 top stories this week:

Consumer (25 articles)

  • Volkswagen, 3 articles (8, 17, 23)
  • Chipolte, 2 articles (6, 10)
  • Ford, 2 articles (4, 19)
  • Gap, 2 articles (5, 18)
  • Keurig Green Mountain, 2 articles (7, 9)

Technology (19 articles)

  • Google, 2 articles (6, 12)
  • LinkedIn, 2 articles (7, 8)
  • Micron, 2 articles (1, 14)
  • Paychex, 2 articles (5, 19)

Media & Telecom (10 articles)

  • Comcast, 2 articles (1, 3)
  • Viacom, 2 articles (7, 9)

Financial Services (6 articles)

Energy & Utilities (5 article)

Health Care (3 articles)

Basic Materials (2 articles)

Industrials & Transportation (1 Article)

All 71 investment stories this week are listed below.




  1. Wynn's Stock Continues To Decline Amid Junket Concerns But Outlook Remains Positive on October 2nd
  2. How Does A 7% Decline In The Japanese Auto Market Reflect On Toyota Motors? on October 2nd
  3. The Month That Was For Beauty Companies: L'Oreal, Avon, Estee Lauder on October 1st
  4. Ford's Efforts In Europe Beginning To Bear Fruit on October 1st
  5. Gap Inc: Why Investors Shouldn't Swear The Old Navy President's Departure on October 1st
  6. Carnitas Coming Back to Restaurants - Does This Really Impact Chipotle's Valuation? on September 30th
  7. Keurig Kold's High Prices Might Outweigh Its Hype on September 30th
  8. Here's Why The Market Reaction To Volkswagen's Emissions Scandal Is Justified on September 30th
  9. Keurig Finally Launches Its Kold Machine on September 30th
  10. Monthly Restaurant Notes: Chipotle Mexican Grill & McDonald's on September 30th
  11. Aeropostale May Employ Reverse Stock Split To Prevent Delisting, But What Next? on September 30th
  12. Rite Aid Slides 30% After Earnings Fall, In A Move We Deem Overdone on September 30th
  13. Guess What? Asia Might Boost Guess's Stock Valuation In The Future on September 30th
  14. Why We're So Bullish On Urban Outfitters on September 30th
  15. Philip Morris: Will The Source Of Strength Be Strong Enough? on September 30th
  16. Burger King Steps Up Restaurant Growth In France on September 29th
  17. Volkswagen: Could The Cost Of The Dieselgate Scandal Be Lower Than Expected? on September 29th
  18. Two Factors That Support Our Bullish Outlook For Gap Inc on September 29th
  19. What Ford's New Deal With Alcoa Means For The Company on September 29th
  20. Does the Market Price Truly Reflect the Growth in Tata Motors' Business? on September 29th
  21. Home Depot And Lowe's: A Look At Demographic Factors on September 28th
  22. Earnings Review: No Slowdown In Sight For Nike on September 28th
  23. Volkswagen Has Started Damage Control on September 28th
  24. This Winter Can Bring Cheerful Times For GameStop on September 28th
  25. Can Procter & Gamble Return to Growth? on September 28th




  1. Micron's Q4'15 Earnings Review: Industry Dynamics To Improve In Fiscal 2016 on October 2nd
  2. Yelp Is Worth $30 Per Share on October 2nd
  3. Here's How Market Share And Chinese Economy Risks Could Impact Sina's Stock on October 2nd
  4. Is Amazon focused on margins ? on October 1st
  5. Paychex Earnings: Revenue Growth Driven By Health Insurance, Pricing on October 1st
  6. Google Play plans to enter China - will Baidu's stock lose more value? on October 1st
  7. A Comparative Look At The Valuation Of Facebook, Twitter And LinkedIn on October 1st
  8. Here's Why We Expect LinkedIn's Engagement Levels To Keep Rising on September 30th
  9. Why We Believe F5 Networks Is Worth $129 on September 30th
  10. AMD's New Processor Lineup To Expand Its Footprint In Commercial PCs on September 30th
  11. TI Partners With Microsoft To Speed Up Its IoT Development on September 30th
  12. OTAs Have A New Demon To Battle: Google! on September 29th
  13. Groupon Lays Off Employees And Exits Certain Geographies: A Look At The Impacts On The Stock on September 29th
  14. Micron's Q4'15 Earnings Preview: PC DRAM & 3D NAND In Focus on September 29th
  15. VMware's Cross-Platform Offerings To Drive Future Growth, Stock Worth $86 on September 29th
  16. The Month That Was For Online Travel Agencies on September 28th
  17. Unscathed By The Economic Slowdown, China's Online Travel Market Remains As Dynamic As Ever! on September 28th
  18. Trends In Global Advertising Industry: Winners And Losers - Part 1 on September 28th
  19. Paychex Earnings Preview: Health Insurance Demand, Job Environment To Drive Results on September 28th



Media & Telecom

  1. Comcast's Pay-TV Business: Our Long-Term Projections Suggest Growth In ARPU Will Offset Declining Subscriber Base on October 2nd
  2. Can China Unicom Get Its 4G Campaign Back On Track? on October 2nd
  3. Weekly Pay-TV Notes: Comcast Launches Watchable, Netflix Picks Up Seven New Kids-Focused Original Series on October 2nd
  4. Is Sprint Making A Mistake Bowing Out Of The 600 MHz Spectrum Auction? on October 1st
  5. With T-Mobile Deal Dead In The Water, Dish Could Lease Spectrum To Verizon on October 1st
  6. A Closer Look At News Corp's News and Information Services Business on September 30th
  7. Viacom's Studio Operations Are Likely To Remain Rangebound Amid Stiff Competition In The Movie Business on September 29th
  8. BlackBerry Q2 Earnings: Reviewing Software Outlook And The Android Strategy on September 29th
  9. Weekly Media Notes: Time Warner's Chinese Venture, Lego Dimension, Fox's Movies On Virtual Reality Devices And Viacom's Ad Loads on September 28th
  10. Can Juniper's Switches Add More Value To The Company? on September 28th



Financial Services

  1. Dismal Equity Capital Market Activity Levels In Q3 Hurt Bank Underwriting Fees on October 1st
  2. Depressed Global Debt Markets Indicate Poor Q3 Origination Fees At Banks on October 1st
  3. A Look At Manulife's Strategy In Canada on September 30th
  4. American Express Strikes Deal With Sam's Club; But Won't Be Enough To Offset Costco Losson September 30th
  5. Q2 2015 U.S. Banking Review: Commercial Real Estate Portfolio on September 30th
  6. European Banking Notes: Barclays, UBS and Credit Suisse on September 28th



Energy & Utilities

  1. Shell-BG Deal Could Face Regulatory Sanctions, But Shell Will Do Everything It Can To Save Deal on October 2nd
  2. Petrobras Price Estimate Slashed Based On Reduced Price Realizations, Depreciating Real And S&P Downgrade on October 1st
  3. Transocean In Deepwaters? on September 30th
  4. Will Halliburton's Proactiveness Work In Its Favor? on September 30th
  5. Why We Believe Chevron's Stock Is Worth $95 on September 28th



Health Care

  1. UnitedHealth's Success On Insurance Exchanges And The Road Ahead on October 2nd
  2. Biosimilar Competition and Pipeline Potential Continue To Be Key Triggers For Roche's Stockon October 1st
  3. We Remain Optimistic On Merck Despite Recent Fall on September 28th



Basic Materials

  1. Rio Tinto Maintains Thrust On Non-Core Asset Divestments As A Response To Weak Commodity Prices on September 30th
  2. Alcoa's Portfolio Transformation Process To Culminate In Separation Of Upstream And Value-Added Businesses on September 29th



Industrials & Transportation

  1. United Continental Remains Optimistic On Chinese Growth on September 29th



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