Trefis: Highlights Week Ending 29 March 2013

Written by Trefis

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 for larger image and go to Trefis interactive page.

Click “Read more…” to see our clickable table of contents and most covered companies of the week.

Table of Contents for the 58 top stories this week:

Consumer (14 articles)

• GameStop, 2 articles (4, 11)

Technology (11 articles)

• Google, 2 articles (2, 3)

Financial Services (10 articles)

Media & Telecom (10 articles)

• Research in Motion, 2 articles (1, 9)

Industrials & Transportation (5 articles)

Energy & Utilities (3 articles)

Basic Materials (3 articles)

Health Care (2 articles)

All 58 investment stories this week are listed below.

Consumer

1. A Snapshot Of Wal-Mart’s International Business And How It Can Boost Growth on March 29th
2. Dunkin’ Rally Looks Justified As Stock Looks Fairly Valued At $39 on March 29th
3. Honda Can Motor To $42 On Higher Margins And Car Sales on March 29th
4. GameStop Earnings Hold Up As Next-Gen Consoles Offer New Life on March 29th
5. Here Are The Caveats For Starbucks Upside Case on March 28th
6. Why Tourist Demand Could Be Huge For Ralph Lauren’s European Sales on March 28th
7. Auto Majors Double Down On The U.S. Luxury Car Market on March 28th
8. Victoria’s Secret’s Near-Term Outlook Has Ample Support on March 27th
9. How Can Ann Inc. Reach $35? on March 26th
10. How Abercrombie & Fitch’s Online Revenue Growth Impacts Its Stock Value on March 26th
11. GameStop Earnings Preview: What Next After A Rocky Year? on March 25th
12. Hillshire’s Valuation Hinges On Market Share Gains Of Major Meat Brands on March 25th
13. Guess? Targets Growth Markets And Better Customer Engagement After Weak Results on March 25th
14. Nike Scores In Key Markets As Outlook Improves on March 25th

Technology

1. Zynga Continues To Rachet Down Its Reliance On Facebook on March 29th
2. A Closer Look At Google’s Dual Mobile OS Strategy on March 29th
3. LinkedIn Follows Google’s Lead By Making Search Smarter on March 29th
4. Facebook Update: Positive Studies On Ad Potential Surface Despite Stock’s Weakness on March 28th
5. Priceline Has Huge Growth Potential In The European Online Travel Market on March 28th
6. Key Trends Behind F5 Network’s $130 Fair Value on March 27th
7. What’s Driving Texas Instruments $35 Price Estimate? on March 27th
8. Perfect World’s Weak Performance And The Outlook for 2013 on March 26th
9. Sina’s Mobile Ad Success Is Huge For Its Outlook on March 25th
10. Can Expedia Take More Share In The European Hotel Market With Trivago Deal? on March 25th
11. AMD Unlocks Much Needed Restructuring Funds Through Sale Leaseback on March 25th

Financial Services

1. Analyzing American Express’ Spend Centric Model And Future Growth Potential on March 29th
2. U.S. Banking Review: Mortgage Origination Comparisons on March 28th
3. RBS May Have To Raise $9 Billion In Fresh Capital This Year on March 28th
4. A Closer Look At The U.S. Life Insurance Market on March 27th
5. Here’s Why Morgan Stanley Is In A Hurry To Own 100% Of Smith Barney on March 27th
6. CME Group Sees Big European Growth Ahead As OTC Derivatives Clearing Takes Off on March 27th
7. How The Country’s Biggest Banks Stack Up In Equity Trading on March 26th
8. Derivatives Market Share At Risk As ICE Prods For Speedier Review Of NYSE Euronext Deal on March 26th
9. Citadel’s Exit Signals That E*Trade May Not Get Acquired Anytime Soon on March 26th
10. Botched Block Deal Leaves Barclays With $900 Million Stake In Dutch Cable Giant Ziggo on March 25th

Media & Telecom

1. BlackBerry Surprises With Profit Even As Subscriber Loss Deepens on March 29th
2. T-Mobile’s Contract-Free Plans Could Spur A Shift In The Wireless Industry on March 29th
3. Cisco Bolsters Enterprise Cloud Portfolio With SolveDirect’s Acquisition on March 28th
4. Can Netflix’s Stock Keep Marching Higher? on March 28th
5. Time Warner Cable’s Stablizing Pay-TV Market Share Is Key To Outlook on March 28th
6. Latin America Is DirecTV’s Dark Horse And Chips In 25% Of Its Value on March 27th
7. Is Viacom Making A Mistake By Allowing Nickelodeon On Netflix? on March 27th
8. Why Is Comcast Spending Big On Future Olympics Broadcasting Rights? on March 26th
9. BlackBerry Earnings: All Eyes On Subscriber Growth on March 26th
10. Sirius XM Could Have A Big Quarter As Auto Sales Climb on March 25th

Industrials & Transportation

1. 3M’s Innovation And Emerging Markets Focus Underpin Its Growth on March 26th
2. Caterpillar’s Expansion In China Lifts Its Growth Outlook And Stock on March 26th
3. FedEx Revised To $105: Ground Shipping Carries The Business Amid Slower Express Demand on March 26th
4. Norfolk Southern’s Intermodal Growth Can Help Stock Chug Higher on March 25th
5. Corning Dials Up Growth With Rising Broadband Demand on March 25th

Energy & Utilities

1. Drilling Into Chesapeake’s Natural Gas Hedging Program on March 27th
2. What’s Driving SunPower’s Business in The Americas? on March 25th
3. Duke Energy’s International Business: A Closer Look At The Brazilian Market on March 25th

Basic Materials

1. Does DuPont’s GM Technology Deal With Monsanto Make Sense? on March 28th
2. Silver Wheaton Reports Record Production As Outlook Sparkles on March 25th
3. Will Rio Tinto’s New Partnership Solve Its Mozambican Coal Business Woes? on March 25th

Health Care

1. Roche Mulls Bid For Genetic Sequencing Company Life Technologies on March 29th
2. Medtronic: A Look At The Cardiac Rhythm Management Division on March 27th