Trefis: Highlights Week Ending 03 October 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.

Table of Contents for the 77 top stories this week:

Consumer (23 articles)

• McDonalds, 2 articles (11, 23)
• Philip Morris, 2 articles (2, 10)
• Walgreen, 2 articles (4, 20)
  

Technology (19 articles)

• Cree, 3 articles (2, 4, 11)
  
• Baidu, 2 articles (7, 19)

Financial Services (8 articles)

Basic Materials (6 articles)

• Alcoa, 2 articles (2, 6)

Media & Telecom (6 articles)

• Blackberry, 2 articles (1, 6)

Energy & Utilities (5 articles)

Industrials & Transportation (4 articles)

Health Care (3 articles)

Unassigned (3 articles)

• Honeywell, 3 articles (1, 2, 3)
  

All 77 investment stories this week are listed below.

Consumer

1. Online Growth And Store Consolidation Will Help Guess’s Store Productivity on October 2nd
2. Why Did Philip Morris Spend More Than Anyone Else Lobbying The E.U.? on October 2nd
3. Lear Corporation Priced Higher On Strong Growth Expectations on October 2nd
4. Walgreen Reports Strong Topline Growth But Pharmacy Margin Pressure Remains on October 1st
5. MGM To Benefit Post An August Gaming Decline As Outlook Still Remains Positive on September 30th
6. American Eagle Outfitters: Why Omni-Channel Was An Inevitable Move on September 30th
7. Coca-Cola’s Carbonates Offer Growth Despite Unfavorable Market Trends on September 30th
8. Impact Of Changing Dining Preferences In The U.S. On Chipotle Mexican Grill on September 30th
9. Anheuser-Busch InBev: Headwinds In Russia To Lower Europe Volumes on September 30th
10. How Is Philip Morris Doing In Russia? on September 30th
11. McDonald’s McCafe To Face Stiff Competition In Canada on September 30th
12. Ford Continues To Outpace Industry-Wide Growth Rate In China on September 30th
13. Honda Might Have To Spend More On Promoting Its Cars Following China Setbacks on September 30th
14. Keurig Green Mountain To Expand Its Ready-To-Drink Beverage Segment With The Launch Of Honest Tea on September 30th
15. Will Abercrombie & Fitch’s Recent Moves Help It Recover? on September 29th
16. Harley-Davidson’s Lower Near-Term Outlook Might Not Mean That It Is Past Its Glory Days on September 29th
17. Week In Review: Procter & Gamble, Unilever, Colgate-Palmolive And Kimberly-Clark on September 29th
18. Weekly Notes: L’Oréal, Estée Lauder, Revlon And Avon on September 29th
19. Dunkin’ Brands To Accelerate Expansion In Western & Emerging Markets on September 29th
20. Walgreen’s Q4’14 Earnings Preview: Top Line To Grow But Gross Margin Remains Under Pressure on September 29th
21. Starbucks’ Full Ownership Of Japan Unit To Boost International Revenue Growth on September 29th
22. The Week That Was: Volkswagen, Daimler And Tata Motors on September 29th
23. Weekly Review Of The Restaurant Industry: Burger King, McDonald’s & Chipotle Mexican Grill on September 29th

Technology

1. Weekly Review: Microsoft, IBM, HP And Adobe on October 3rd
2. Weekly Semiconductor Update – AMD, CREE, INTC, NVDA, TXN on October 3rd
3. LinkedIn Paying More Attention To Young Users Is A Good Move on October 3rd
4. Cree’s Stock Price Declines By 12% On Weak Q1’15 Preliminary Results on October 3rd
5. Seagate Technology: Enterprise And Cloud Storage Division In Focus on October 3rd
6. Could Alibaba Acquire Akamai? Or Would It Better Be A Customer? on October 2nd
7. An Update On The Baidu-BMW Driver-less Car Deal As Further Details Emerge on October 2nd
8. Revising Yahoo’s Price To $41.53. on October 1st
9. The Positive Side Of Split Between eBay And PayPal on October 1st
10. Chinese Internet Firms Turn To Crowd-funding on October 1st
11. Here’s Why We Believe Cree Is Still Worth $58 on September 30th
12. Amazon’s CEO Believes In India’s Growth Story on September 30th
13. Key Growth Drivers For SanDisk’s Embedded Storage Division on September 30th
14. Electronic Arts’ FIFA Franchise To Maintain Dominance In Sports Genre on September 30th
15. Will Groupon’s Stock Go Further Up In Near Term? on September 29th
16. Zynga Not Out Of Troubled Waters on September 29th
17. Weekly Media Notes: Starz And 21st Century Fox Discuss Possible Acquisition on September 29th
18. Payroll And Human Resource Management Week In Review: Paychex And ADP on September 29th
19. Weekly Chinese Internet Notes: Perfect World, Sina and Baidu on September 29th

Financial Services

1. Weak Debt Market Activity Likely To Result In Lower Origination Fees For Banks on October 2nd
2. Agreements With Motorola, Bristol-Myers To Boost Prudential’s Retirement Business on October 2nd
3. Equity Underwriting Fees At Banks Saw Sizable Growth In Q3 on October 1st
4. Alibaba Hands Out Generous Fees To Investment Banks Involved In Its IPO on September 30th
5. Q3 Results At RBS To Benefit From $1.3 Billion Provision Release on September 30th
6. A Look At Visa’s Mobile Payment Strategy And The Associated Challenges on September 29th
7. Credit Card Company Weekly Notes – MasterCard, Visa And American Express on September 29th
8. Morgan Stanley Doesn’t Have Much To Worry About Even If Rosneft Deal Collapses on September 29th

Basic Materials

1. Vale Announces Plans To Idle Australian Coal Mine In Response To Poor Market Conditions on October 2nd
2. Value-added Businesses To Boost Alcoa’s Q3 Results on October 1st
3. A Closer Look At Freeport’s Indonesian Mining Operations on September 30th
4. A Look At Silver Wheaton’s Streaming Agreement For The Constancia Mine on September 30th
5. Bleak Prospects For Cliffs Natural Resources In Low Iron Ore Pricing Environment on September 29th
6. Weekly Metals And Mining Notes: Alcoa, Rio Tinto And Newmont Mining on September 29th

Media & Telecom

1. How BlackBerry Is Returning To Its Roots With New Software And Services on October 2nd
2. Marvel Characters In Disney’s Infinity 2.0 Will Aid The Interactive Media Revenue Growth on September 30th
3. Time Warner Price Estimate Revised To $80 Given The Split From Time Inc. on September 30th
4. China Mobile Cuts Handset Subsidies, Shifts Focus To Low-Cost Smartphones To Boost Profitability on September 29th
5. China Telecom Showing Signs Of Revival With Steady Growth In High Speed Subscribers on September 29th
6. Key Takeaways From BlackBerry’s Q2 on September 29th

Energy & Utilities

1. Solar Weekly Notes: Trina Solar’s Debt Offering, First Solar’s German Ambitions on October 3rd
2. Further Delays In The Approval of Kinder Morgan’s Trans Mountain Expansion Project Can Hurt Company’s Profitability on September 30th
3. Weekly Natural Gas Notes: Natural Gas Storage Deficit To Five-Year Average Continues To Narrow on September 30th
4. U.S. Sanctions Cloud Oil Discovery In The Russian Arctic With Uncertainty on September 30th
5. Three Charts That Explain Why Chesapeake Is Drilling In Utica on September 29th

Industrials & Transportation

1. Industrials Week In Review: Johnson Controls, Caterpillar and Honeywell on October 3rd
2. Is The Global Commercial Aviation Upcycle Nearing Its End? on October 2nd
3. Can GE Continue To Grow Its Oil & Gas Business? on September 30th
4. Logistics Industry Week In Review: FedEx and United Parcel Service on September 29th

Health Care

1. How Significant Can Keytruda Be For Merck? on October 3rd
2. Bristol Myers Squibb Getting Close To Lung Cancer Approval For Nivolumab on October 2nd
3. UnitedHealth’s MedSynergies Acquisition To Aid Optum’s Growth on October 1st

Unassigned

1. New Coverage Launch By Trefis: $107 Price Estimate For Honeywell International Inc. – Part 3 on September 30th
2. New Coverage Launch By Trefis: $107 Price Estimate For Honeywell International Inc. – Part 2 on September 29th
3. New Coverage Launch By Trefis: $107 Price Estimate For Honeywell International Inc. – Part 1 on September 29th