Trefis: Highlights Week Ending 13 March 2015

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 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 63 top stories this week:

Technology (16 articles)

• Intel, 4 articles (2, 4, 7, 8)
• Expedia, 2 articles (9, 15)
  

Consumer (16 articles)

• Aeropostale, 2 articles (3, 8)
• Revlon, 2 articles (1, 14)
• Volkswagen, 2 articles (2, 12)
  

Financial Services (12 articles)

• Citigroup, 2 articles (1, 12)
• Goldman Sachs, 2 articles (1, 12)
• JP Morgan Chase, 2 articles (1, 12)

Industrials & Transportation (5 articles)

• Airlines, 2 articles (1, 3)

Health Care (4 articles)

Media & Telecom (4 articles)

Basic Materials (2 articles)

All 63investment stories this week are listed below.

Technology

1. Twitter: Trends In The U.S. Online Advertising Market And Its Impact on March 13rd
2. Weekly Tech Update: INTC, AMAT, BRCM, FFIV, NVDA, TXN on March 13rd
3. EMC Banks On Emerging Storage To Drive Growth As Storage Systems Market Remains Suppressed on March 13rd
4. Intel Lowers Its Q1’15 Outlook On Account Of Weakening PC Demand on March 13rd
5. Adobe Earnings Preview: Cloud Growth To Continue Unhindered on March 13rd
6. Cloud and Engineered Systems Set to Drive Oracle’s Revenue Growth in Q3 on March 13rd
7. In An Apparent Huge Win, Intel Said To Land An LTE Socket In The iPhone on March 12nd
8. Here’s Why Micron & Intel Can Gain From An Early Entry In The 3D NAND Market on March 12nd
9. Expedia Seeks Latin American Dominance: Strengthens Partnership With Decolar.com on March 11st
10. AMD To Benefit, Over Time, As China Lifts Its Ban On Game Console Sales on March 10th
11. Salesforce Adds The Power of Data Science to Its Service and Marketing Clouds on March 10th
12. What Could Be The Impact Of Recent Account Deletions On Chinese Internet Companies? on March 10th
13. Brand Momentum, Solid Margins Should Drive Apple’s Watch Business Despite Some Shortcomings on March 10th
14. SAP Prepares to Take On The Internet of Things, Announces String of New Partnerships on March 9th
15. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor on March 9th
16. Perfect World Q4 2014 Earnings Preview: Environment Has Improved, But Challenges Remain on March 9th

Consumer

1. Revlon Fourth Quarter Earnings: Professional Segment Soars As Currency Headwinds Dampen Growth on March 13rd
2. Volkswagen Earnings Review: Profits Surge On High Premium Sales; Namesake Brand Still Struggling on March 13rd
3. Aeropostale Finally Reports Profit, But Falls On Weak Guidance on March 13rd
4. Why Is Google Valued More Than Coca-Cola? on March 13rd
5. L’Oreal Partners With CFAO To Further Expand Its Africa Presence on March 12nd
6. How Will A Recession in Brazil Impact Colgate-Palmolive? on March 11st
7. ANN Earnings Preview: LOFT Weakness, Traffic Decline And Port Delays Will Hurt Results on March 11st
8. Aeropostale Earnings Preview: Likely Another Dismal Quarter on March 11st
9. How Will E-Cigarette Regulation Impact The Tobacco Industry? on March 11st
10. What GM’s $5 Billion Stock Buyback Means For The Company’s Strategy In The Next Few Years on March 10th
11. Diageo: How Much Damage Will The Anti-Extravagance Drive Do? on March 10th
12. Volkswagen Pre-Earnings: Operating Performance In Focus on March 10th
13. Urban Outfitters’ Revenues Rise, But Profits Fall on March 10th
14. Revlon’s Q4 2104 Earnings Preview: Marketing Spending And Currency Headwinds Might Mitigate Sales Growth on March 10th
15. Rite Aid’s Sales Growth Slows In February, Though Launch Of RediClinics To Aid Top Line Moving Forward on March 9th
16. Costco Beats On Profits And Shows Significant Revenue Growth Potential on March 9th

Financial Services

1. Financials Weekly Notes: Citigroup, Goldman, JPMorgan on March 13rd
2. Capital One Shares Jump 4% After Plans To Return $4 Billion To Shareholders on March 13rd
3. BNY Mellon Increases Share Buyback Target To $3.1 Billion, Leaves Dividend Unchanged on March 13rd
4. Fed Stress Test Winners And Losers on March 12nd
5. BofA Capital Plan Gets Conditional Clearance From The Fed on March 12nd
6. Will Credit Card Companies Reap The Benefits Of Growing Mobile Payment Market? on March 12nd
7. BlackRock Announces More Fee Cuts As ETF Price War In Europe Continues on March 11st
8. Shrinking Loan-To-Deposit Ratios Remain Cause For Concern Among Banks on March 10th
9. Big Four U.S. Banks Held 35% Of All U.S. Deposits At The End Of 2014 on March 10th
10. U.S. Banks Witness Highest Post-Recession Growth In Loans Over 2014 on March 10th
11. Fed Stress Test For Banks: Rationale, Results & Implications on March 9th
12. Financials Weekly Notes: Morgan Stanley, Goldman, JPMorgan And Citigroup on March 9th

Industrials & Transportation

1. Airlines Week In Review: American, United, Southwest, JetBlue Report February Traffic Results on March 13rd
2. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on March 13rd
3. UTC Looks To Unlock Value From Sikorsky on March 13rd
4. Restrained Capacity Addition Is Key To Sustaining Airline Industry Profits on March 12nd
5. Deere Could See A Turnaround On Long-Term Trends on March 11st

Health Care

1. These Two Catalysts Can Move Merck’s Stock Up on March 12nd
2. Here Is How Much Lawsuits Cost J&J Every Year on March 9th
3. The Key Contributor Of Roche’s Value Is Not In Danger Yet on March 9th
4. Intuitive Surgical Wins Big With Department of Defense on March 9th

Media & Telecom

1. Weekly Media Notes: Viacom Restructuring, Frozen 2 And HBO Now on March 13rd
2. AT&T’s Q1 2015 Insights: Expect Postpaid Churn Improvement, Service Margins To Remain Under Pressure on March 12nd
3. Time Warner: How Will HBO Now Impact The Network’s Performance In The Coming Years? on March 11st
4. Weekly Media Notes: American Sniper, Big Hero 6 And NBCU’s Over-The-Top Streaming on March 9th

Basic Materials

1. How Freeport-McMoRan Would Benefit From A Recovery In Oil Prices on March 13rd
2. How U.S. Steel Would Benefit From A Recovery In Oil Prices on March 11st