Trefis: Highlights Week Ending 01 November 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 with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 100 top stories this week:

Technology (24 articles)

• ADP, 2 articles (2, 12)
• Expedia, 2 articles (4, 16)
• Facebook, 2 articles (3, 13)

Consumer (22 articles)

• Avon, 2 articles (1, 15)
• Kraft, 2 articles (7, 18)
• Starbucks, 2 articles (6, 12)
  

Financial Services (13 articles)

• AIG, 2 articles (3, 10)
• Ameritrade, 2 articles (9, 13)
• Mastercard, 2 articles (2, 7)
  
• Visa, 2 articles (5, 12)

Media & Telecom (11 articles)

• New York Times, 2 articles (3, 11)
• Sprint, 2 articles (5, 13)
  

Energy & Utilities (11 articles)

• First Solar, 2 articles (4, 9)
• SunPower, 2 articles (5, 10)

Industrials & Transportation (8 articles)

• Johnson Controls, 2 articles (4, 7)

Basic Materials (6 article)

Health Care (1 article)

All 100 investment stories this week are listed below

Technology

1. Adobe’s Creative Cloud Subscriptions Can Drive Growth on November 1st
2. Higher Employment Levels And Yields Drive ADP’s Growth on November 1st
3. Is Facebook’s Explosive Growth Nearing A Halt? on October 31st
4. Expedia Rides Higher As Market Forces Turn In Favor on October 31st
5. Baidu Continues Its Growth Momentum, But Profitability Remains Weak on October 31st
6. Seagate Posts Mixed Quarter Amid Declining PC Sales, Enterprise Market Lends Support on October 31st
7. EA Gears Up For Big Quarter With Strong Earnings, Stock Worth $28 on October 30th
8. LinkedIn Reports Strong Growth But Concerns Around Valuation Remain on October 30th
9. Yelp Earnings: Local Ads Business Continues To Deliver Growth on October 30th
10. Nokia’s Q3 Results Help Stock Reach True Value, Driven By NSN And Patents on October 30th
11. Apple Delivers Solid Quarter On Record iPhone Sales With Increased Margin Focus on October 29th
12. ADP Earnings Preview: Increasing Employment And Treasury Yields Seen As Conducive To Growth on October 29th
13. Facebook Earnings Preview: Can It Beat The Last Quarter? on October 29th
14. TripAdvisor’s Quarterly Results Denote A Bumpy Patch Ahead Of Strong Growth on October 29th
15. Verisign’s Earnings Continue To Grow On Domain Name Registrations on October 28th
16. Expedia Earnings Preview: Priceline’s Increasing Focus On U.S. Is The Biggest Threat on October 28th
17. Yahoo! Japan Earnings: New Strategy To Have Limited Impact On Revenues on October 28th
18. Samsung Rides Chipset Recovery As Smartphone Sales Slow on October 28th
19. Zynga Rekindles Hope With Management Restructuring And Revived Strength In Key Franchises on October 28th
20. Electronic Arts Earnings: Market Recovery Will Lead To Growth Before Console Launches on October 28th
21. Nokia Earnings: NSN And Patents Drive Value on October 28th
22. Western Digital Posts Stagnant Quarter, Increases Focus On Enterprise Market on October 28th
23. Amazon Stock Jumps As Continued Investments Drive Growth on October 28th
24. Watching Baidu’s Quarterly Results for Mobile Initiatives on October 27th

Consumer

1. Avon Posts Dismal Q3 Results With Lapses In Turnaround Strategy on November 1st
2. GM’s Profitability Climbs On Strong U.S. And Chinese Results; Europe Improves on November 1st
3. Wal-Mart Expects Better Results Next Year Following A Slump This Year on October 31st
4. Macroeconomic Headwinds Continue To Slow L’Oréal’s Top Line Growth on October 31st
5. Jones Group’s Results Slip As Apparel Industry In The U.S. Remains Weak on October 31st
6. Starbucks Profits Surge On Strong American And Chinese Sales on October 31st
7. Kraft’s Earnings Climb On Accounting Gains Despite Lower Revenues on October 31st
8. CVS Earnings Preview: Lower Generic Substitution & Customer Retention To Aid Growth on October 31st
9. Honda Profits Surge On Strong American Sales and Weak Currency on October 30th
10. Gap Inc To Debut Old Navy’s First International Franchise Store In The Philippines on October 30th
11. Weak U.S. Sales and Declining Margins Continue To Strain Revlon’s Business on October 29th
12. Starbucks Margins To Expand Further; Same-Store Sales To Remain Strong on October 29th
13. Daimler Reports Strong Earnings As New Models Lift Pricing And Sales on October 29th
14. Hillshire Brands’ Earnings Face Headwinds From Increased Competition, Commodity Inflation on October 29th
15. Avon Earnings Preview: Focus Shifts From Cost Savings Program To Representative Value Proposition Initiative on October 29th
16. Estée Lauder Q1 Preview: Revenue Growth, SMI Benefits In Focus on October 29th
17. Right Mix Of Developed And Emerging Markets Helps Colgate Post Solid Growth on October 29th
18. Kraft Foods Group Earnings Preview: Grocery Sales, Profitability In Focus on October 29th
19. Procter & Gamble Marks A Healthy Start To The Fiscal Year Despite Slow Growth In Beauty on October 29th
20. Strong Auto Demand Boosts Lear’s Profits; Company Raises Guidance on October 28th
21. Dunkin’ Profits Jump On Strong American Performance on October 28th
22. Altria’s Earnings Rise On Pricing Gains, Shipment Anomaly on October 28th

Financial Services

1. CME Earnings Preview: Derivative Trading Volumes In Focus on November 1st
2. MasterCard Continues On Growth Track, Remains Wary Of Near Term U.S. Prospects on November 1st
3. Despite Strong Q3 Results, AIG’s Underwriting Profitability Remains A Concern on November 1st
4. UBS Shares Sink As Litigation-Related Reserves Hit Profitability Goals on October 31st
5. Visa’s Operations Remain On Track But U.S. Spending Could Take A Downturn on October 31st
6. MetLife Reports Gains On All Fronts With Strong Operational Growth Through Q3 on October 31st
7. MasterCard Earnings Preview: Improving Consumer Trends Should Provide A Boost on October 30th
8. Credit Suisse Announces Another Round Of Reorganization After Poor Q3 Showing on October 30th
9. Asset Growth, Trading Commissions Drive Ameritrade’s Performance on October 30th
10. AIG’s Remarkable Recovery Set To Continue on October 29th
11. Hartford Beats Market Expectations By Focusing On Profitability on October 29th
12. Visa Earnings Preview: Improving U.S. Economy, Global Shift To Plastic To Help Visa Maintain Growth on October 29th
13. Ameritrade Earnings Preview: Trading Commissions, Net Interest Margins In Focus on October 28th
14. JPMorgan’s $5.1 Billion Mortgage Settlement Doesn’t Impact Its $60 Price Estimate on October 28th

Media & Telecom

1. Latin America Business Will Drive DirecTV’s Earnings on November 1st
2. CBS Dispute Weighs Heavy On Time Warner Cable Results, Broadband And Pay-TV Subs Decline on November 1st
3. NYT Earnings: Profitability To Improve Post NEMG Sale on November 1st
4. The Shanghai Store To Aid Disney’s Revenue Growth on November 1st
5. Sprint Faces Tough Few Quarters Ahead Before It Can Leverage Network Vision on October 31st
6. Dish Network Feels the Pinch from Netflix and Amazon on October 31st
7. Comcast Repeats Solid Growth In Broadband And NBCUniversal on October 31st
8. Viacom Will Benefit From Record Quarterly Ratings At Nickelodeon on October 30th
9. Comcast Uses HBO To Increase Broadband Penetration And Lure Cord Considerers on October 30th
10. Time Warner Cable’s Pay-TV Subs Will Continue To Decline But Broadband Will Stay Firm In The Third Quarter on October 28th
11. NYT Earnings Preview: Revenue Growth In Focus on October 28th
12. Broadband And NBCUniversal Will Drive Comcast’s Q3 Earnings on October 28th
13. Sprint Earnings Preview: Impact of iDEN Shutdown and Clearwire Acquisition In Focus on October 28th

Energy & Utilities

1. Duke Energy’s Q3 Results Will Be Influenced By Rate Increases, Wholesale Business And Cooler Weather on November 1st
2. Chesapeake Energy Preview: Natural Gas Volumes Could Decline, But Liquids Will Drive Results on November 1st
3. Alpha Natural Resources Results Weighed Down By Met Pricing, Thermal Coal Volumes on November 1st
4. First Solar Has Solid Quarter On Projects And Cost Improvements on November 1st
5. SunPower Has Good Q3 On Strong Projects Business, Japanese Shipments And Recovery In Europe on October 31st
6. ConocoPhillips Earnings Preview: Higher Commodity Prices, Lower 48 Development To Drive Growth on October 30th
7. BP’s Earnings Reinforce Our Positive Outlook Despite Oil Spill Cost Uncertainties on October 30th
8. Alpha Natural Resources Earnings Preview: Thermal Coal In Focus on October 30th
9. First Solar Q3 Preview: Order Book, GE Partnership And Chinese Projects In Focus on October 29th
10. SunPower Earnings Preview: Order Book, European Business In Focus on October 29th
11. Suntech Power Expected To Sell Its Primary Manufacturing Subsidiary on October 28th

Industrials & Transportation

1. United’s Profits Rise On Lower Fuel Costs and A Stable Demand Environment on October 31st
2. Capacity Expansion Propels JetBlue And Southwest’s Results Higher on October 31st
3. Corning’s Net Rises As LCD Business Stabilizes And Telecommunication Sales Rise on October 31st
4. Johnson Controls’ Cost-Cutting Propels Earnings Higher Despite A Challenging Macro Environment on October 30th
5. UPS Rides on Strong U.S. Ground Volume & International Export Volume Growth on October 29th
6. 3M’s Growth Accelerates With Recovery In Electronics Market And European Improvement on October 29th
7. Johnson Controls’ Cost-Cutting Will Propel Earnings Higher Despite A Mixed Macro Environment on October 28th
8. US Airways And Alaska’s Results Glide Higher On Gains From Capacity Expansion on October 28th

Basic Materials

1. Higher Iron Ore Prices And Lower Costs Boost Cliffs Natural’s Profits on October 30th
2. U.S. Steel Reports Substantial Net Loss Due To Goodwill Impairment And Lower Prices on October 30th
3. Lower Year-Over-Year Gold Prices Will Dull Barrick Gold’s Results on October 29th
4. Weak Copper And Gold Prices Will Impact Newmont’s Profits on October 29th
5. Rio Tinto Sells Australian Thermal Coal Asset For $1 Billion on October 28th
6. Dow’s Earnings Expand On Thicker Plastics Margins on October 28th

Health Care

1. Merck Continues To Disappoint As Weakness In Januvia’s Sales & Japanese Market Adds To Its Woes on October 29th