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posted on 24 October 2015

Trefis: Highlights Week Ending 23 October 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 on any sector link below to go to article list for that sector.

Table of Contents for the 102 top stories this week:

Consumer (20 articles)

  • Coca Cola, 3 articles (3, 18, 22)

  • Best Buy, 2 articles (5, 30)

  • Chipolte, 2 articles (2, 28)

  • GM, 2 articles (1, 26)

Technology (28 articles)

  • Amazon, 3 articles (6, 18, 26)

  • Alphabet, 2 articles (7, 22)

  • eBay, 2 articles (12, 23)

  • EMC, 2 articles (5, 24)

  • Microsoft, 2 articles (4, 21)

  • Pandora, 2 articles (1, 17)

  • Sandisk, 2 articles (9, 28)

  • Verisign, 2 articles (2, 19)

  • TI, 2 articles (13, 25)

Media & Telecom (12 articles)

  • AT&T, 2 articles (2, 9)

  • Viacom, 2 articles (1, 7)

Industrials & Transportation (12 articles)

  • Boeing, 2 articles (3, 10)

Financial Services (9 articles)

Energy & Utilities (4 articles)

  • Baker Hughes, 2 articles (1, 3)

Basic Materials (4 article)

  • Freeport-McMoRan, 2 articles (1, 4)

  • Vale, 2 articles (2, 3)

Health Care (3 articles)

All 102 investment stories this week are listed below.


  1. Earnings Review: Record Profits in North America, Record Sales in China Keep Strong 2015 Going For GM on October 23rd

  2. Chipotle Stock Might Rise After Panic Subsides on October 23rd

  3. Coca-Cola Earnings Review: Another Quarter Where Growth Gets Wiped Out By Currency Translations on October 23rd

  4. Where Could Lowe's Outdo Home Depot? on October 22nd

  5. How Best Buy's "Renew Blue" Transformation Program Can Impact Its Valuation on October 22nd

  6. Lear Pre-Earnings: North America And Europe To Offset Lower Asia And South America Sales? on October 22nd

  7. Focus on Completing Brand Divestments and Protecting Margins to Weigh on P&G's Q1 Results on October 22nd

  8. Harley-Davidson Earnings Review: It's Not Just A Macro Headwind Anymore, Core Performance Needs To Pick Up on October 22nd

  9. Why The Market May Be Concerned About Gap? on October 21st

  10. Wal-Mart's Plan To Invest Heavily Caused The 10% Fall In The Stock on October 21st

  11. Daimler Pre-Earnings: Mercedes To Witness Solid Growth On Large Volume Sales on October 21st

  12. How Can Abercrombie's Kids Business Recover? on October 21st

  13. Earnings Preview: Significant Growth Opportunity In Under Armour's Womens, International and Footwear Segments on October 21st

  14. Dr Pepper Snapple Pre-Earnings: Domestic Market Dependence A Positive on October 21st

  15. Dunkin' Brands Q3 Earnings Preview: All Eyes On International Segments on October 21st

  16. McDonald's Relying On Performances in Asian Markets For A Turnaround In Q3 Results on October 21st

  17. Continued Macau Headwinds Takes A Nasty Toll On Wynn's Q3 Earnings But Outlook Remains Positive on October 20th

  18. Coca-Cola Pre-Earnings: Expect The Stronger Dollar To Wipe Out Strong Organic Growth Yet Again on October 20th

  19. Tesla Motors: It Is All About The Future on October 20th

  20. Kimberly-Clark's Organic Q3 Revenue Growth Likely Was Offset by Currency Headwinds on October 20th

  21. Continued Headwinds At Macau Will Weigh Over Las Vegas Sands' Q3 Performance on October 20th

  22. Why Is Coca-Cola Generating Lower Returns Than PepsiCo? on October 20th

  23. Ralph Lauren: There Is Light At The End Of The Tunnel on October 19th

  24. Japanese Auto Makers Post Surprising Sales Gains in September on October 19th

  25. One-Off Factors Lift Unilever's Q3 Revenues on October 19th

  26. Earnings Preview: GM Expected To Post Higher Profits On Higher SUV, Truck Sales in US on October 19th

  27. Why Is L'Oreal Increasing Its Focus On India? on October 19th

  28. Chipotle Mexican Grill Q3 Earnings Preview: Where Is The Stock Headed? on October 19th

  29. Harley-Davidson Earnings Preview: Turnaround In The Latter Half Of The Year? on October 19th

  30. Best Buy Could Be In For A Tough Holiday Season As Competition Rises on October 19th


  1. Weak Guidance And Settlement Charges Pummel Pandora As The Royalty Board Verdict Nears on October 23rd

  2. VeriSign Earnings: Asian Markets Bolster Acceleration In Domain Name Registrations, While Disinvestments Help Increase Revenues on October 23rd

  3. Weekly Online Travel Agency Notes: Priceline, TripAdvisor, Expedia on October 23rd

  4. Microsoft Earnings: Cloud Fillips Revenue Even As OS Sales Decline on October 23rd

  5. EMC Q3 Earnings: Core Storage Stagnates, VMware Still Drives Growth on October 23rd

  6. Amazon Outperforms Expectations During Q3, Driving Stock Higher on October 23rd

  7. Alphabet Announces Google's Results: Mobile, YouTube And Programmtic Ads Shine Through on October 23rd

  8. VMware Q3 Results: Dell Opts To Keep VMware Independent And Public on October 23rd

  9. SanDisk's Weak Q3 Results Overshadowed By Western Digital Acquisition News on October 23rd

  10. Cree's Q1'16 Earnings Instill Confidence That Revenue & Profitability Could Improve In 2016 on October 22nd

  11. Yahoo Earnings: Mobile And Video Fillips Revenues on October 22nd

  12. eBay's Third Quarter Results Come In Better Than Expected, Driving Stock Higher on October 22nd

  13. TI Reports A Strong Q3'15 Despite Macro Weakness on October 22nd

  14. IBM's Revenues Decline Marginally Amidst Shift To Cloud on October 22nd

  15. Qlik's Revenue Likely Expanded in Q3, But Repeat of Q2's Blockbuster Performance Doubtful on October 21st

  16. SAP's Successful Run in Cloud Continued in Q3, Future Growth Rests on Broader Product Portfolio on October 21st

  17. Pandora Earnings Preview: Improving Monetization Will Be Countered By Soaring Expenses on October 21st

  18. Did Amazon Continue To Outperform Expectations During The Third Quarter on October 21st

  19. VeriSign Earnings Preview: Increased Registrations And Renewals Could Boost Revenues on October 21st

  20. Political Debates And Higher Ad Spending Will Bolster Fox News' Ad Revenues In The Near Term on October 20th

  21. Microsoft Earnings Preview: Cloud First Strategy To Boost Revenues, Mobile First To Erode Profitability on October 20th

  22. Alphabet To Release Google's Earnings: Revenues Likely Increased As Mobile Takes Center Stage on October 20th

  23. eBay Could See Continued Challenges In Third Quarter Earnings Results on October 20th

  24. EMC Earnings Preview: Focus On What Lies Ahead Post-Dell Takeover on October 20th

  25. Macro Weakness To Impact TI's Q3'15 Earnings, But Long-Term Growth Remains Intact on October 19th

  26. Why Did Amazon Quit The Online Travel Market? on October 19th

  27. Our Take On The Recent Layoffs And Management Changes At Twitter on October 19th

  28. SanDisk Earnings Preview: Can Enterprise Storage Revive Results Or Is An Acquisition Inevitable? on October 19th

Media & Telecom

  1. Weekly Media Notes: ESPN To Cut Workforce, CBS Ratings, Viacom's Stake In DigiTour Media on October 23rd

  2. AT&T Beats Q3 Estimates, Increases Full Year Outlook On Better Cost Management on October 23rd

  3. China Mobile Posts Solid Q3 Growth On 4G Migration, Subscriber Adds, ARPU Continues To Lag on October 22nd

  4. Weak 4G Uptake, Subscriber Defections Weigh On China Unicom's Q3 Earnings on October 22nd

  5. Ericsson Earnings Preview: Top Line Improvement May Be Offset By Lack Of Patent Income on October 22nd

  6. Sirius XM Earnings Preview: Expecting Another Quarter of Steady Subscriber Adds on October 21st

  7. How Mobile Devices Are Impacting Viacom? on October 21st

  8. Strong Customer Retention Drives Verizon's Q3 Earnings on October 21st

  9. AT&T Earnings Preview: Subscriber Metrics, DirecTV Integration In Focus on October 20th

  10. Juniper Earnings Preview: Better Demand, New Products To Drive Sales on October 20th

  11. Motorola Steadily Building On Its Software Focus To Propel Service Revenues on October 19th

  12. Weekly Pay-TV Notes: TWC-Charter Merger, Comcast In Focus on October 19th

Industrials & Transportation

  1. Union Pacific Q3 Earnings Review: Cost Control In Focus In The Backdrop Of Weak Shipment Volumes on October 23rd

  2. Southwest Posts Stellar 3Q Earnings Backed By Fuel Cost Savings And Capacity Expansions on October 23rd

  3. Record Commercial Airplane Deliveries Help Boeing Post Solid Q3 Results on October 22nd

  4. 3M Pre-Earnings: Another Quarter Of Solid Organic Growth To Be Marred By Currency Effects? on October 21st

  5. Caterpillar Earnings Preview: Falling Crude Oil Prices And Weak Mining And Construction Activity Will Have Negative Impact on October 21st

  6. 3Q Earnings Preview: Alaska Air In For A Stellar Performance On The Back Of Capacity Expansions And Lower Fuel Prices on October 21st

  7. Expect A Jump In United's 3Q Earnings On The Back Of Lower Fuel Costs on October 21st

  8. Union Pacific Q3 Earnings Preview: Weak Coal Shipments To Weigh On Results on October 21st

  9. General Electric's Q3 Earnings Bolstered By Aviation Growth on October 19th

  10. Higher Commercial Airplane Deliveries Likely Drove Boeing's Q3 Earnings on October 19th

  11. United Technologies Pre-Earnings: Dollar Appreciation To Impact Revenue Growth on October 19th

  12. Expect M&A And Operational Efficiency To Drive Earnings Growth Going Forward For Honeywell on October 22nd

Financial Services

  1. Improved Underwriting Lifts Travelers' Q3 Earnings, Investment Income Still A Drag on October 23rd

  2. Higher Net Interest Margin, Increased Card Spending Helps Capital One Report Strong Q3 Results on October 23rd

  3. Discover Beats Expectations In Q3; Charge-Off Rates, Account Growth At Record Levels on October 22nd

  4. Credit Suisse's Mixed Q3 Results Followed By Plans To Overhaul Operations, Capital Structure on October 22nd

  5. NASDAQ Earnings Preview: Trade Volumes To Drive Q3 Earnings on October 21st

  6. Custody Banking Fees, Lower Operating Costs Help BNY Mellon Post Strong Q3 Results on October 21st

  7. E*Trade Earnings Preview: Trade Volumes Rise In Q3 After A Slow First Half on October 21st

  8. Despite Weak Q3, Morgan Stanley's Balanced Business Model Supports $41 Valuation on October 20th

  9. Citigroup's Strong Q3 Performance Reinforces $64 Price Estimate on October 19th

    Energy & Utilities

    1. 3Q Earnings Review: Cost Reduction Efforts Allow Baker Hughes To Beat Market Earnings Estimate Even In A Challenging Environment on October 23rd

    2. Halliburton's 3Q Performance Driven By Resilient International Markets, Remains Optimistic On North American Recovery on October 20th

    3. Weak US Drilling Activity To Weigh Heavily On Baker Hughes' 3Q Earnings on October 19th

    4. Schlumberger Holding Up Well In The Current Downturn, Sees Challenging Times Ahead on October 19th

      Basic Materials

      1. Freeport-McMoRan Q3 Earnings Review: Weak Copper And Oil Prices Weigh On Results on October 23rd

      2. Vale Q3 Earnings Review: Cost Reduction Partially Offsets The Impact Of Weak Iron Ore Prices on October 23rd

      3. Vale's Q3 Earnings Preview: Weak Iron Ore Prices To Negatively Impact Results on October 21st

      4. Freeport-McMoRan Q3 Earnings Preview: Weak Copper And Oil Prices To Take Their Toll On Results on October 21st

        Health Care

        1. Robust Growth In Procedures, Beneficial Product Mix Drive Intuitive Surgical's Strong Q3 Performance on October 22nd

        2. New Products, Emerging Markets to Drive Abbott's Q3 Results on October 20th

        3. Insurance Weekly Notes: UnitedHealth on October 19th

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