Trefis: Highlights Week Ending 22 August 2014

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. This week no company had more than one article.

Table of Contents for the 60 top stories this week:

Consumer (22 articles)

• Aeropostal, 2 articles (4, 11)
• American Eagle Outfitters, 2 articles (7, 18)
• GameStop, 2 articles (13, 14)
• Lowe’s, 2 articles (9, 21)
  
• Target, 2 articles (8, 19)
  

Technology (16 articles)

• HP, 2 articles (4, 14)
• Salesforce, 2 articles (2, 7)

Industrials & Transportation (7 articles)

Financial Services (6 articles)

• Investment Banking Round-Up, 3 articles (3, 5, 6)

Energy & Utilities (4 articles)

• Trina Solar, 2 articles (1, 3)
  

Media & Telecom (4 articles)

Health Care (1 article)

Basic Materials (No articles)

All 60 investment stories this week are listed below.

Consumer

1. Luxury Automakers Ramp Up India Investments On Anticipated Future Growth on August 22nd
2. L Brands Beats On Profits And Raises Full Year Guidance on August 22nd
3. Two Key Executives Leave Walgreen Due To a $1 Billion Forecasting Error on August 22nd
4. Aeropostale’s Earnings Tumble Again, But Increasing Average Unit Retail Provides Hope on August 22nd
5. Best Buy’s Q2’15 Sales To Be Impacted By The Weak Consumer Electronics Market But Long-Term Prospects Remain Positive on August 22nd
6. Lear To Expand Seating Division By Acquiring Eagle Ottawa on August 22nd
7. American Eagle Outfitters’ Troubles Continue As Comparable Sales And Earnings Crash on August 21st
8. Target To Focus On Growth And Salvage Its Canadian Expansion on August 21st
9. Lowe’s Earnings Review: Spring Sales Boost Q2 Results, But Slow Q1 Weighs On Full-Year Outlook on August 21st
10. Ann Earnings Preview: Weakness In LOFT And Ann Taylor Factory To Weigh On Results on August 20th
11. Aeropostale Earnings Preview: New CEO’s Strategies Will Be In Focus As Sales Continue To Stumble on August 20th
12. Home Depot Earnings Review: Rough Weather In Q1 Gives Way To Higher Comparable Sales In Q2 on August 20th
13. Digital Domain & Technology Brands: GameStop’s Fast Growing Segments [Part 2] on August 20th
14. Sustained Demand For Next-Generation Consoles To Drive GameStop’s Q2 Results [Part 1] on August 20th
15. Urban Outfitters Beats Estimates On Revenues And Earnings, But Comparable Sales Disappoint on August 19th
16. Estée Lauder Posts Strong FY14 Results On Rising Demand For Prestige Cosmetics Globally on August 19th
17. Gap Inc Earnings Preview: Sluggish Premium Brands To Offset Steady Old Navy on August 19th
18. American Eagle Outfitters’ Preview: Foot Traffic Decline Can Translate Into Another Dismal Quarter on August 18th
19. Data Breach Repercussions And Falling Traffic To Subdue Target’s Results on August 18th
20. L Brands’ Growth Will Remain Steady Despite Its Online Weakness on August 18th
21. Uptick In Consumer Spending Could Boost Sales For Lowe’s In Q2 on August 18th
22. Wal-Mart Cuts Guidance On Weak Traffic, Higher Expenses And Slow Online Growth on August 18th

Technology

1. Lexmark Raises Bid Price For ReadSoft Again on August 22nd
2. Cloud Migration, Salesforce1 Could Help Sustain Salesforce’s Impressive Topline Growth Trajectory on August 22nd
3. Renren’s Q2’14 Earnings Preview: No Significant Improvement Expected In The Quarter on August 22nd
4. HPQ Earnings: PC Sales Props Up Revenues on August 21st
5. Symantec’s Leaner Norton Line Should Bode Well For Sales And Margin Expansion on August 21st
6. AMD Expands Its Gaming Portfolio With Its Entry In The SSD Market on August 20th
7. Salesforce Q2’15 Earnings Preview: Revenue Growth And Margin Contraction To Continue on August 20th
8. VMware Expands vCloud Hybrid Operations In Europe And Asia on August 20th
9. New Games Fuel Perfect World’s Growth In Q2’14 But Higher Mobile Revenue Can Impact Gross Margin on August 19th
10. Can Mobile Ad Platform Boost Yahoo’s Ad Revenues on August 19th
11. How Cisco-NetApp’s FlexPod Impacts EMC And VMware on August 19th
12. Why Apple’s Mac Product Segment Still Has Room For Growth on August 19th
13. Large Enterprise Adoption Of SAP HANA Could See Expansion Only In The Long Term on August 18th
14. HP Earnings Preview: Revenue To Remain Flat on August 18th
15. Weibo Drives Another Quarter Of Strong Growth For Sina on August 18th
16. Applied Expects To Retain Its Growth Momentum For The Rest Of 2014 on August 18th

Industrials & Transportation

1. UTC Is Expanding Its Aviation Service Business As Demand From The Global Commercial Aviation Sector Grows on August 21st
2. USPS’ Rate Reductions May Pose A Threat To UPS And FedEx’s Market Share on August 21st
3. Lockheed Martin’s $165 Fair Value Rides On Its F-35 Program & Its Growing International Sales on August 20th
4. GE Mulls Sale Of Its Appliances Unit As It Seeks To Lift Its Industrial Margins on August 19th
5. Southwest’s Expanding International Service Will Lift Its Growth In The Coming Years on August 19th
6. Will FedEx’s Recent Indictment Impact Its Ability To Meet Short Term Obligations? on August 19th
7. Boeing Leads Airbus In The Race For New Commercial Airplane Orders In 2014 on August 18th

Financial Services

1. BofA Likely To Report Q3 Loss Over Record $16.65 Billion Mortgage Settlement on August 22nd
2. MasterCard: Key Growth Metrics In Focus on August 20th
3. Q2 2014 U.S. Investment Bank Round-Up: Total Trading Revenues on August 20th
4. Charles Schwab’s Growth Expected From Non-Transaction Revenues on August 20th
5. Q2 2014 U.S. Investment Bank Round-Up: Debt Trading on August 19th
6. Q2 2014 U.S. Investment Bank Round-Up: Equity Trading on August 19th

Energy & Utilities

1. Trina Solar Q2 Preview:Margins Could Shrink On Higher Costs, Less Favorable Sales Mix on August 22nd
2. 3 Key Trends Driving Our $107 Price Estimate For Exxon Mobil on August 21st
3. A Look At Trina Solar’s Downstream Business on August 20th
4. Petrobras Extends Gas Import Deal With Bolivian Company To Fuel Its Thermoelectric Plant In Brazil on August 19th

Media & Telecom

1. Network Quality Differentiates Top U.S. Wireless Players on August 21st
2. BlackBerry’s Move To Pool Potentially High-Growth Technology Assets Is Encouraging on August 20th
3. Sprint’s New CEO Gets Down To Business, Launches New Plan To Lure Customers on August 19th
4. Verizon To Launch VoLTE Service By December, Delays Launch Of LTE-Only Phones on August 19th

Health Care

1. Medtronic Reports Strong Sales On New Products And Robust U.S. Performance on August 20th

Basic Materials

No articles this week.