econintersect.com
       
  

FREE NEWSLETTER: Econintersect sends a nightly newsletter highlighting news events of the day, and providing a summary of new articles posted on the website. Econintersect will not sell or pass your email address to others per our privacy policy. You can cancel this subscription at any time by selecting the unsubscribing link in the footer of each email.



posted on 19 March 2016

Trefis: Highlights Week Ending 18 February 2016

Written by

Below is a summary of the activity at Trefis during the past week thatTrefisthoughtEconintersect 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.

Table of Contents for the 147 top stories this week:

Technology (45 articles)

  • Shutterfly, 6 articles (23 - 28)

  • Tableau, 6 articles (30, 31, 33, 35 - 37)

  • Cree, 5 articles (14, 17, 18, 21, 22)

  • CTrip, 4 articles (10, 11, 33, 34)

  • NetApp, 4 articles (7, 8, 12, 13)

  • Intel, 2 articles (4, 20)

  • Oracle, 2 articles (6, 44)

  • Twitter, 2 articles (1, 2)

Consumer (35 articles)​

  • Colgate-Palmolive, 7 articles (25 - 27, 29, 31 - 33)

  • Coach, 5 articles (22, 23, 28, 34, 35)

  • Guess, 3 articles (7, 19, 30)

  • Hyatt Hotels, 3 articles (1, 9, 21)

  • Pepsico, 3 articles (4, 6, 15)

  • Ralph Lauren, 3 articles (14, 17, 18)

  • Harley Davidson, 2 articles (12, 16)

  • Honda, 2 articles (3, 5)

  • Dr. Pepper Snapple, 2 articles (6, 8)

Financial Services (21 articles)

  • Largest U.S. Banks, 6 articles (12, 13, 16 - 19)

  • Ameritrade, 4 articles (14, 15, 20, 21)

  • Nasdaq OMX, 4 articles (3, 8, 10, 11)

  • Intercontinental Exchange, 2 articles (5, 6)

  • Metlife, 2 articles (1, 2)

  • U.S. Banking Industry, 2 articles (4, 9)

Media & Telecom (14 articles)​

  • Disney, 2 articles (8, 9, 11)

  • Ericson's, 2 articles (12, 13)

Energy & Utilities (13 articles)​

  • Petrobras, 6 artilces (1 - 6)

  • BP, 3 articles (11 - 13)

  • SunPower, 3 articles (7, 9, 11)

Industrials & Transportation (10 articles)​

  • American Airlines, 6 articles (1, 2, 4 - 7)

  • Fed Ex, 2 articles (3, 8)

  • United, 2 articles (9, 10)

Basic Materials (9 articles)​

  • Vale, 3 articles (3, 4, 8)

  • Cliffs Natural Resources, 2 articles (7, 8)

  • Freeport-McMoRan, 2 articles (5, 9)​

  • Rio Tinto, 2 articles (2, 8)

  • Silver Wheaton, 2 articles (1, 6)

Health Care (No articles)​

All 147 investment stories this week are listed below.

Technology

  1. How Much Did Twitter's Revenue & EBITDA Change In The Last 5 Years? on March 18th

  2. Twitter's Revenue Composition: How Has It Changed And What's The Future Outlook? on March 18th

  3. Will eBay's Convenient Shipping Options Attract More Sellers? on March 18th

  4. How Important Is The Wearables Market For Intel? on March 18th

  5. Is Samsung Looking At Social Media Innovation To Boost Its Mobile Phone Revenues? on March 18th

  6. Oracle 2016Q3 Earnings: Past Bookings Boosted Cloud Revenues, On-Premise Slump Continued on March 18th

  7. What Will NetApp's Revenue And EBITDA Look Like In 5 Years? on March 18th

  8. How Has NetApp's Revenue and EBITDA Composition Changed In The Last Five Years? on March 18th

  9. Why Is Amazon Setting Up Its Own Air Delivery Network? on March 18th

  10. Ctrip: Year 2015 In Review on March 18th

  11. How Has Ctrip's Stock Performed Over The Last Five Years And Over The Last Year? on March 18th

  12. What's NetApp's Fundamental Value Based On Expected 2016 Results? on March 17th

  13. Storage Systems, Software & Maintenance: What's NetApp's Revenue Breakdown? on March 17th

  14. What's Cree's Revenue & Gross Profit Breakdown? on March 17th

  15. Google Maps Adds New Ride Hailing Apps: Possibility Of A New Revenue Stream ? on March 17th

  16. Why We Expect Nvidia's Topline Growth To Slow Down In 2016? on March 17th

  17. Cree's Expected Revenue And Gross Profit Growth For 2016: Trefis Estimates on March 17th

  18. What's Cree's Fundamental Value Based On Expected 2016 Results? on March 17th

  19. What Will Sina's Revenue And EBITDA Look Like In 5 Years? on March 17th

  20. Intel To License AMD GPU Patents?; Possible Impact on AMD and Nvidia on March 17th

  21. How Has Cree's Revenue Mix Changed Over The Last 5 years? on March 17th

  22. By What Percentage Did Cree's Revenue And Gross Profit Grow In The Last 5 Years? on March 17th

  23. By What Percentage Did Shutterfly's Revenue & Gross Profit Grow In The Last 5 Years? on March 16th

  24. Shutterfly: The Year 2015 In Review on March 16th

  25. Is Commercial Printing Services Becoming A Big Business For Shutterfly? on March 16th

  26. How Has Shutterfly's Revenue And Gross Profit Composition Changed In The Last 5 Years? on March 16th

  27. What is Shutterfly's Current Revenue and Earnings Breakdown? on March 16th

  28. What is Shutterfly's Fundamental Value Based On Expected 2016 Results? on March 16th

  29. Why We Expect Apple's Revenues To Decline This Year on March 16th

  30. What Is Tableau's Fundamental Value Based On 2016 Expected Results? on March 15th

  31. How Is Tableau's Revenue and Gross Profit Composition Expected To Change In The Future? on March 15th

  32. Where Can Priceline's Growth Come From In The Next 5 Years? on March 15th

  33. By How Much Is Tableau's Revenue & Gross Profit Expected to Change In The Next 5 Years? on March 15th

  34. What Drove Ctrip's Revenue Growth And Led To Its EBITDA Decline Over The Last Five Years? on March 15th

  35. By How Much Has Tableau's Revenue & Gross Profit Changed In The Last 4 Years? on March 15th

  36. How Has Tableau's Revenue and Gross Profit Composition Changed Over The Last 4 Years? on March 15th

  37. What is Tableau's Current Revenue and Gross Profit Breakdown? on March 15th

  38. Three Key Developments That Can Spur AMD's Growth In The Next 2-3 Years on March 15th

  39. Priceline Versus Expedia: How Do The Top Line And Bottom Line Fare Currently? on March 15th

  40. Why We Expect Samsung's Revenue & EBITDA To Decline In 2016 on March 15th

  41. What Drove Priceline's Revenue And EBITDA Growth Over The Last Five Years? on March 15th

  42. Ctrip Q4 2015 Pre-Earnings Report on March 14th

  43. Live Sports On Facebook: Will This Keep Its Users Hooked? on March 14th

  44. Oracle 2016Q3 Earnings Preview on March 14th

  45. An Overview Of The Indian Smartphone Market & Trends That Could Drive Growth on March 14th

Consumer

  1. Higher Than Expected Owned & Leased Hotels RevPAR Growth Can Add 15% To Hyatt Hotels' Value on March 18th

  2. How Different North America Auto Market Growth Rate Projections Impact Honda Motor Company on March 18th

  3. How Differing Japan Growth Projections Impact Honda Motor Company on March 18th

  4. PepsiCo: The 2015 Year In Review on March 18th

  5. How Has Honda's Changing Sales Mix Impacted Its Profitability? on March 18th

  6. How The Stronger Dollar Hurts Coca-Cola And PepsiCo More Than Dr Pepper Snapple on March 18th

  7. Guess: Fiscal Year 2016 In Review on March 18th

  8. Dr Pepper Snapple: The 2015 Year In Review on March 17th

  9. Why Are We Bullish On Hyatt Hotels? on March 17th

  10. What is Philip Morris' Revenue And EBITDA Breakdown? on March 17th

  11. Why Urban Outfitters' EBITDA Declined In 2015 Despite A Rise In Revenues? on March 16th

  12. Harley-Davidson: The 2015 Year In Review on March 16th

  13. Why Are We Revising Our Stock Price Estimate Of Abercrombie & Fitch From $28 To $40? on March 16th

  14. How Will Ralph Lauren's Retail Division Perform In The Next Five Years? on March 16th

  15. How PepsiCo Is Improving Its Brand Loyalty on March 16th

  16. What Will Be The Impact On Harley-Davidson's Valuation If Motorcycle Sales In The US Accelerate? on March 16th

  17. How Did Just The Month Of February Make Ralph Lauren One Of The Worst Performing Companies, Amongst Its Peers? on March 16th

  18. Why Did We Revise Our Price Estimate Of Ralph Lauren To $102? on March 16th

  19. What Led To Guess' Revenue And EBITDA Decline Over The Last Five Years? on March 15th

  20. General Motors Inching Closer To Self- Driving Cars on March 15th

  21. What's Hyatt's Fundamental Value Based On Expected 2016 Results? on March 15th

  22. What Is Coach's Fundamental Value Based On Expected 2016 Results? on March 15th

  23. How Will Coach's Revenue And EBITDA Change In The Next 3 Years? on March 15th

  24. Why Is L'Oréal Increasing Its Focus On Augmented Reality ? on March 14th

  25. How Is Colgate-Palmolive's Revenue and EBITDA Composition Expected To Change In The Future? on March 14th

  26. How Much Are Colgate-Palmolive's Business Divisions Worth Individually? on March 14th

  27. By How Much Is Colgate-Palmolive's Revenue & EBITDA Expected to Grow In The Next 5 Years? on March 14th

  28. By What Percentage Did Coach's Revenue & EBITDA Decline In The Last 3 Years? on March 14th

  29. By How Much Has Colgate-Palmolive's Revenue & EBITDA Changed In The Last 5 Years? on March 14th

  30. Guess Q4 FY2016 Pre-Earnings Report on March 14th

  31. How Has Colgate-Palmolive's Revenue and EBITDA Composition Changed Over The Last Five Years? on March 14th

  32. What Is Colgate-Palmolive's Fundamental Value Based On Expected 2016 Results? on March 14th

  33. What is Colgate-Palmolive's Current Revenue and EBITDA Breakdown? on March 14th

  34. Is The Men's Segment Becoming Big Business For Coach? on March 14th

  35. How Has Coach's Revenue And EBITDA Composition Changed In The Last 3 Years? on March 14th

Financial Services

  1. How Much Did Metlife's Revenue & EBITDA Grow In The Last Five Years? on March 18th

  2. What Is Metlife's Revenue And EBITDA Breakdown By Operating Segments? on March 18th

  3. NASDAQ's Equity Options Volumes Witness Mixed Trends on March 17th

  4. How Has The Loan Portfolio For The U.S. Banking Industry Changed Over The Last 5 Years? on March 17th

  5. IntercontinentalExchange's Equity Option Volumes See Growth In February on March 17th

  6. IntercontinentalExchange Sees Robust Volumes In February, Led By Financial Derivatives on March 17th

  7. CME Group Sees Growth In All Asset Classes In February on March 17th

  8. How Will NASDAQ's Equity Option Volumes Be Affected By The ISE Acquisition? on March 17th

  9. What Is The Breakup Of Outstanding Loans Across U.S. Banks By Loan Type? on March 16th

  10. NASDAQ's February Cash Equities Volumes See Growth on March 16th

  11. How Much Value Will The ISE Acquisition Add For NASDAQ? on March 16th

  12. How Have Loan-to-Deposit Ratios For The Largest U.S. Banks Changed In Recent Years? on March 16th

  13. What Is The Current Loan-to-Deposit Ratio For The Largest U.S. Banks? on March 16th

  14. What's The Downside To Ameritrade If Fed's Rate Hike Is Slower Than Expected? on March 15th

  15. Why We Expect Ameritrade's Investment Product Fee Growth To Pick Up on March 15th

  16. How Have The Largest U.S. Banks' Loan Portfolios Grown In Recent Years? on March 14th

  17. How Much Of Total U.S. Loans Are Handed Out By The 5 Largest U.S. Banks? on March 14th

  18. How Much In Domestic and Foreign Loans Do The Largest U.S. Banks Hold? on March 14th

  19. How Much In Domestic and Foreign Deposits Do The Largest U.S. Banks Hold? on March 14th

  20. How Much Upside Can An Increase In Trade Volumes Drive For Ameritrade's Stock? on March 14th

  21. What Is Ameritrade's Fundamental Value Based On Expected 2016 Results? on March 14th

Media & Telecom

  1. Key Takeaways From China Unicom 2015 Earnings on March 18th

  2. China Mobile 2015 Review: Data Traffic, Sub Growth Offset Lower Pricing on March 18th

  3. A Quick Look At CBS' Local Broadcasting Division As The Company Weighs Selling Its Radio Stations on March 16th

  4. What Can Move Motorola Solutions' Stock In The Near Term? on March 16th

  5. Why Is Verizon Doubling Down On Mobile Advertising? on March 16th

  6. Does Netflix Have A Competitive Advantage In Asia? on March 15th

  7. What's The Downside If BlackBerry Exits The Handset Business? on March 15th

  8. Why Are We Bullish On Disney? on March 15th

  9. What's Disney's Fundamental Value Based On Expected 2016 Results? on March 15th

  10. Why We Are We Bullish On Sprint on March 15th

  11. Disney: Better Ad Pricing And Marketplace To Boost ABC's Revenues In The Near Term on March 14th

  12. Where Will Ericsson's Revenues Come From In The Next Five Years? on March 14th

  13. How Did Ericsson's EBITDA Grow Faster Than Revenues In 2015? on March 14th

  14. An Overview Of AT&T's Connected Device & IoT Business on March 14th

Energy & Utilities

  1. How Has Petrobras' Revenue Composition Changed In The Last Five Years? on March 18th

  2. How Are Petrobras' Revenue & EBITDA Composition Expected To Change By 2020? on March 18th

  3. What Is Petrobras' Fundamental Value Based On Expected 2015 Results? on March 18th

  4. By What Percentage Can Petrobras' Revenues Grow Over the Next Five Years? on March 17th

  5. What Is Petrobras' Revenue & Earnings Breakdown In Terms of Different Products? on March 17th

  6. What Has Led To More Than 20% Decline In Petrobras' Revenues & EBITDA In The Last Five Years? on March 17th

  7. What's SunPower's Revenue & EBITDA Breakdown By Segment? on March 15th

  8. The U.S. Solar Market: 2015 In Review on March 15th

  9. How Much Can SunPower's Revenues Grow Over The Next 5 Years? on March 15th

  10. What Is SunPower's Fundamental Value Based On Expected 2016 Results? on March 14th

  11. What's BP's Fundamental Value Based On Expected 2016 Results? on March 14th

  12. By What Percentage Can BP's Revenues Grow Over the Next Five Years? on March 14th

  13. How Are BP's Revenue & EBITDA Composition Expected To Change By 2020? on March 14th

Industrials & Transportation

  1. Why Are American Airlines' Domestic Operations More Valuable Than Its International Operations? on March 18th

  2. How Will American Airlines' Equity Value Move, If Crude Oil Prices Average $50 Per Barrel In 2018? on March 18th

  3. How Did FedEx Perform In Q3 2016? on March 18th

  4. How Has American Airlines' Market Share Grown Over The Last Five Years? on March 18th

  5. How Will American Airlines' Revenue And EBITDA Grow Over The Next Five Years? on March 16th

  6. How Did American Airlines' Revenue And EBITDA Grow Over The Last Five Years? on March 16th

  7. What Is American Airlines' Fundamental Value Based On 2016 Estimated Numbers? on March 16th

  8. Here's what to expect from FedEX's Q3'16 Earnings on March 15th

  9. How Will United's Equity Value Be Impacted If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on March 14th

  10. How Will United's Equity Value Be Impacted If Crude Oil Prices Average $50 Per Barrel In 2018? on March 14th

Basic Materials

  1. Silver Wheaton's Full Year 2015 Earnings Report: Increase In Shipment Volumes Offsets Impact Of Decline In Precious Metal Prices on March 17th

  2. What Is China's Share Of Rio Tinto's Overall Revenue? on March 17th

  3. What Is China's Share Of Vale's Overall Revenue? on March 16th

  4. How Important Is China To Vale's Iron Ore Sales? on March 16th

  5. What Is Freeport-McMoRan's Fundamental Value Based On 2015 Results? on March 15th

  6. Silver Wheaton's Full Year 2015 Pre-Earnings Report on March 15th

  7. Cliffs Natural Resources: A Look Back At The Year 2015 on March 14th

  8. How Do Cliffs Natural Resources' Margins Compare With Those Of Iron Ore Mining Giants Such As Rio Tinto And Vale? on March 14th

  9. By What Percentage Can Freeport-McMoRan's Revenue & EBITDA Change Over The Next 3 Years? on March 14th

Health Care

No articles this week.

>>>>> Scroll down to view and make comments <<<<<<

Click here for Historical Investing Post Listing










Make a Comment

Econintersect wants your comments, data and opinion on the articles posted.  As the internet is a "war zone" of trolls, hackers and spammers - Econintersect must balance its defences against ease of commenting.  We have joined with Livefyre to manage our comment streams.

To comment, using Livefyre just click the "Sign In" button at the top-left corner of the comment box below. You can create a commenting account using your favorite social network such as Twitter, Facebook, Google+, LinkedIn or Open ID - or open a Livefyre account using your email address.



You can also comment using Facebook directly using he comment block below.





Econintersect Investing


search_box

Print this page or create a PDF file of this page
Print Friendly and PDF


The growing use of ad blocking software is creating a shortfall in covering our fixed expenses. Please consider a donation to Econintersect to allow continuing output of quality and balanced financial and economic news and analysis.


Take a look at what is going on inside of Econintersect.com
Main Home
Analysis Blog
The Expected Effects of Petitions to Improve the Monetary System
Energy and Falling Productivity
News Blog
Big Sam In Bad Company
Other Ways To Spend Your AirPod Budget
Crashing Space Station Shows Why China Must Start To Collaborate In Orbit
NFL Edges Towards A Full House In London
What We Read Today 28 September 2016
October 2016 Economic Forecast: Outlook Insignificantly Declines But Little Economic Strength Entering 4Q2016
1 Minute. 34 Seconds. In The U.S., That's All It Takes To Register To Vote. A Single Registration Lasts A Lifetime Of Elections. We've Made It Easy For You Here: Http://g.co/elections/134
Durable Goods New Orders Unchanged in August 2016
90% Rally In Sugar Prices Since Late 2015
U.S. Real Wage Growth: Slowing Down With Age - Part 2 Of 2
Infographic Of The Day: Four Tips To Grow Wealth
Early Headlines: Asia Stocks Down, Yen Rises, Oil Soft, Wells CEO Gives Up Bonuses, Trump Didn't Want To Embarass Clinton, US Asset Bubbles, US Crime Rates Falling And More
What is Democracy, Anyway?
Investing Blog
Banks Of Absurdity
Investing.com Technical Summary 27 September 2016
Opinion Blog
The Federal Reserve Note
Trump, Trade And Taxes
Precious Metals Blog
War On Cash Turns To $20, $50, And $100 Bills
Live Markets
28Sep2016 Market Close: Wall Street Closes Higher After A Sluggish Start In The Morning, Crude Prices Close Higher In Face Of GS Saying Crude Will Fall, Indicators Neutral
Amazon Books & More






.... and keep up with economic news using our dynamic economic newspapers with the largest international coverage on the internet
Asia / Pacific
Europe
Middle East / Africa
Americas
USA Government



Crowdfunding ....






























 navigate econintersect.com

Blogs

Analysis Blog
News Blog
Investing Blog
Opinion Blog
Precious Metals Blog
Markets Blog
Video of the Day
Weather

Newspapers

Asia / Pacific
Europe
Middle East / Africa
Americas
USA Government
     

RSS Feeds / Social Media

Combined Econintersect Feed
Google+
Facebook
Twitter
Digg

Free Newsletter

Marketplace - Books & More

Economic Forecast

Content Contribution

Contact

About

  Top Economics Site

Investing.com Contributor TalkMarkets Contributor Finance Blogs Free PageRank Checker Active Search Results Google+

This Web Page by Steven Hansen ---- Copyright 2010 - 2016 Econintersect LLC - all rights reserved